Client Advocate
Posted 6ds ago
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Job Description
Client Advocate managing client relationships and ensuring satisfaction at HealthMark Group. Serving as a liaison to deliver efficient services and support clients' needs effectively.
Responsibilities:
- Serve as your client’s official liaison so their needs are quickly heard and addressed.
- Know your clients’ needs and expectations for success, and what matters to them to build trust, keep them happy, and turn them into HealthMark loyalists.
- Expedite client issues to mitigate friction or noise that negatively impacts their work.
- Keep clients informed of relevant HealthMark educational information/tips to demonstrate knowledge and enhance our reputation as leaders in the industry
- Manage and track client satisfaction in HubSpot to prevent dissatisfaction or loss of account
- Document and track all client meetings, critical conversations, and client reported issues in HubSpot to ensure proper follow up, identify trends or areas for improvement
- Document all actions taken by you on a request for information in MedRelease to ensure transparency
- Be highly knowledgeable of MedRelease and EMR request routing to optimize client's usage of our services
Requirements:
- College degree or at least 3 years of experience working with client accounts
- Effective communication skills (verbal and written) that demonstrate a high degree of professionalism and positivity
- Expert in cross-functional collaborations and communications to ensure strong working relationships, expedite problem-solving, and find opportunities for shared improvements
- Strong organization skills; able to shepherd the right resources to ensure timely and successful completion of onboardings and projects
- Open to coaching and feedback to ensure you are growing and thriving in the role
- Self-sufficient and disciplined; able to work independently and with an eye on individual and team goals
- Able to stay positive and measured when faced with challenges, systematic in your work to keep clients happy, and eager to learn
- Knowledgeable of Microsoft applications including Excel; ideally experience with a CRM
- Ability to travel 25% for in-person client meetings and Company or team-mandated events










