Client Success Associate

CertifyOS is building the data infrastructure that powers modern healthcare. Its API-first platform automates provider licensing, enrollment, credentialing, and network monitoring by connecting directly to hundreds of primary data sources, helping healthcare organizations maintain accurate, compliant, and reliable provider networks at scale.

Responsibilities

Support client relationships by learning clients' business objectives and supporting Client Success Managers in aligning Certify's solutions to their goals; Respond to day-to-day client inquiries as a first point of contact and escalate complex issues as needed; Assist in executing client initiatives by tracking tasks, timelines, and deliverables; Support retention efforts by monitoring client health indicators, flagging at-risk accounts, and helping implement engagement strategies; Build working knowledge of Certify's platform to help clients navigate features and answer common questions; Collect and organize client feedback and share insights with the Client Success, product, and development teams; Help prepare and deliver training sessions, webinars, and support materials; Help gather, maintain, and report key operational and performance metrics and support client-facing updates; Work with sales, implementation, operations, and product teams to support a seamless client journey and timely issue resolution

Requirements

1+ years of experience in client success, customer support, account coordination, or a related role; Strong organizational and time-management skills, with the ability to track multiple tasks and priorities in a fast-paced environment; A proactive, problem-solving mindset and willingness to learn in a dynamic, evolving setting; Ability to support multiple accounts while helping deliver a positive client experience; Comfort working with data and basic analytics tools (e.g., Excel, Google Sheets) to help track metrics and trends; Strong written and verbal communication skills, with an interest in developing client-facing and presentation abilities; A collaborative, team-first attitude and eagerness to work across cross-functional teams; Bachelor's degree in business, healthcare, or a related field, or equivalent practical experience

Nice to have

Internship experience; Strong interest in health tech and SaaS; Interest in developing client-facing and presentation abilities

Benefits

100% coverage of health, dental, and vision insurance premiums for employees (US-based team); Unlimited PTO with at least two weeks off each year (US-based team); Health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women (India)