Client Success Representative II

Job Summary

The Client Success Representative (CSR) II is responsible for focusing on maximizing account performance and client retention by providing guidance and support related to the client account. This position manages and responds to client and internal needs and helps drive the account management and client success model by identifying strategic needs for the department and by providing coaching and guidance to CSR I.

• Actively contribute within the Point of Delivery (POD) structure, supporting coordination of team activities and promoting efficient operations.
• Answer, resolve, or appropriately route Client Success phone calls and emails from clients and internal staff, demonstrating strong judgment and prioritization in handling moderately complex or sensitive inquiries.
• Identify caller and communication trends and provide actionable feedback to Client Success leadership to help reduce recurring issues and improve service delivery.
• Track, analyze, and communicate call and email trends, including sharing insights to support Client Business Reviews and internal schedule management.
• Ensure timely communication and consistent follow-up with clients and internal stakeholders.
• Lead and participate in projects and special initiatives, supporting process improvements and enhanced team performance.
• Document and coordinate requests related to audits and similar activities with accuracy and attention to detail.
• Collaborate cross-functionally with CSR III and leadership to resolve issues and support operational needs.
• Assist with schedule management and resource planning to help maintain service levels and team efficiency.
• Serve as a higher-level resource in emergent situations (e.g., inclement weather), stepping into advanced responsibilities as needed.
• Provide backup support to CSR III and CSE team members and other departments to ensure continuity of service.
• Support assigned client accounts by monitoring performance and providing insights and recommendations to improve outcomes.
• Perform other duties as assigned.

• Associate’s degree in Business Administration, Healthcare, or related field, or high school diploma with comparable work experience.
• Experience in healthcare, healthcare billing, and/or a third-party environment.
• Working knowledge of company operations and cross-functional department processes.
• Strong client service skills with excellent written, verbal, and verbal communication abilities.
• Ability to collaborate and work effectively across functional teams.
• Highly organized with the ability to manage time, multitask, and prioritize effectively.
• High level of accuracy with strong attention to detail and ability to meet deadlines.
• Strong understanding of confidentiality requirements and commitment to protecting sensitive information.
• Ability to adapt to changes in work environment, procedures, priorities, and job responsibilities.
• Demonstrated ability to work independently, take initiative, and complete tasks with minimal supervision.
• Working knowledge of Medicare, Medicaid, insurance, liability, and tertiary payment methods.
• Demonstrated understanding of HIPAA requirements and regulations.
• Ability to learn, understand, and apply client-specific requirements.
• Strong data entry skills with working knowledge of Microsoft Office programs; experience with Microsoft Excel preferred.
• Proficiency in English is necessary for job-related communication, including understanding policies, writing correspondence, and engaging with colleagues or clients.

• The office environment is a controlled indoor setting with minimal exposure to adverse conditions.
• Noise levels in the office are typically moderate and consistent with a…