Client Success Manager and Intake Specialist

Manage all current clients, including picking up phone lines, onboarding new clients, completing demos, ensuring all contracts are signed, and keeping client files up to date.Must be able to work in the office at least 3 days per week.Provide clients with access to Helport or the live monitoring system and conduct demos with them.Assist with marketing for new clients by engaging in digital marketing and utilizing the referral program to attract new clients from existing ones.Follow up with marketing leads and convert them into new clients.Produce and update policies and procedures.Conduct market research and develop plans and ideas to enhance operational efficiency.Conduct monthly satisfaction surveys with all clients.Manage all marketers in setting goals and milestones for them.Strong communication skills, minimal or no accent, and a solid background in managing and supervising staff in an office setting are essentialMinimum QualificationsEducation & ExperienceBachelor’s degree in Business Adminstration course, or a related field (preferred but not mandatory with proven experience).Proven experience as a Client Onboarding engagement and protocols handling client facing inquiries and requests.Previous experience in client success stories and onboarding projects such as defining the goals and identify risks and mitigating the gaps between the process advantage.Technical SkillsRelated certifications such si Six Sigma certification and HIPAA compliance.Other CompetenciesExcellent problem-solving skills and strong attention to detail.Proven ability to deliver projects on time with minimal supervision.Adaptable to changing project requirements and deadlines.Strong communication and collaboration skills for both remote and on-site work.Availability for the entire project duration and flexibility to adapt to project needs.Experience in contractual or project-based work is an advantage.Amenable to work in a hybrid setup.