Client Success Associate
About this job
CertifyOS is building the data infrastructure that powers modern healthcare by solving issues related to fragmented provider data through an API-first platform. This platform automates provider licensing, credentialing, enrollment, and network monitoring. As a Client Success Associate, your role involves supporting client relationships, responding to day-to-day inquiries, coordinating client projects, and helping with retention efforts. On a normal day, you will likely build product knowledge, gather client feedback, assist with training sessions, track KPIs, and collaborate closely with cross-functional teams like sales, implementation, operations, and product to ensure a smooth client journey and timely issue resolution.
Responsibilities
- Support client relationships and assist Client Success Managers in aligning solutions to client goals.
- Serve as the initial contact for day-to-day client questions and escalate complex issues.
- Coordinate client projects by tracking tasks, timelines, and deliverables.
- Monitor client health, flag at-risk accounts, and aid in retention strategies.
- Gather and organize client feedback for product and development teams.
- Prepare training sessions, webinars, and resources for clients.
- Track and report key operational and performance metrics.
Requirements
- 1+ years of experience in client success, customer support, or account coordination, with internships or strong health tech interest considered.
- Strong organizational and time-management skills for a fast-paced environment.
- Proactive, problem-solving mindset with a willingness to learn.
- Ability to support multiple accounts and ensure a positive client experience.
- Comfort using data and basic analytics tools like Excel and Google Sheets.
- Strong written and verbal communication skills.
- Collaborative attitude and eagerness to work cross-functionally.
- Bachelor's degree in business, healthcare, or a related field, or equivalent practical experience.
Who should apply
This role suits candidates who have at least one year of experience in client success, customer support, or account coordination, though applicants with internship experience or a strong interest in health tech and SaaS are also considered. Ideal applicants possess strong organizational abilities, a proactive mindset, and good communication skills. If you enjoy collaborating across teams, working with basic data tools, and helping clients succeed in a dynamic environment, you will find this position a great fit.
Frequently asked questions
What is the primary role of a Client Success Associate at CertifyOS?
A Client Success Associate at CertifyOS supports client relationships, responds to day-to-day inquiries, coordinates client projects, and helps track performance metrics and retention efforts.
What qualifications are needed for the Client Success Associate position at CertifyOS?
Candidates need 1+ years of experience in client success, customer support, or account coordination (or relevant internships), strong organizational skills, basic data tool comfort, and communication abilities.
Can freshers or interns apply for the Client Success Associate role at CertifyOS?
The posting states that 1+ years of experience is required, but internship experience or a strong interest in health tech and SaaS will also be considered.
Where is the CertifyOS Client Success Associate job located?
The job is located in Bengaluru, India.
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