Client Success Associate

About the role

The Client Success Associate serves as the primary coordinator between clients and internal teams, ensuring the successful planning, execution, and follow-up of client events and programs. This role is responsible for managing client communications, coordinating event logistics, tracking bookings and utilization data, collaborating with Operations, Marketing, and Practice Management teams, and delivering exceptional client experiences. The Client Success Associate plays a key role in driving client satisfaction, supporting business objectives, and ensuring seamless execution across all phases of the client journey.

Key responsibilities

• Serve as the primary point of contact for clients, conduct discovery calls, understand client objectives, and maintain strong relationships throughout the engagement lifecycle
• Oversee the planning, preparation, and successful execution of client events by coordinating timelines, logistics, staffing, and operational requirements with internal teams
• Work closely with Operations, Marketing, and Practice Management teams to ensure accurate communication, alignment of deliverables, and seamless service delivery
• Track registrations, maintain accurate client and participant records, prepare utilization and booking reports, and ensure data integrity across company systems
• Gather client and participant feedback, analyze event outcomes, identify opportunities for process improvement, and support initiatives that enhance client satisfaction and program effectiveness

About you

• Bachelor's degree in Healthcare Administration or a related field
• 1-2 years of experience in Client Success, Customer Service, Account Management, or Project Coordination
• Strong verbal and written communication skills with the ability to build and maintain client relationships
• Proficient in Microsoft Office, Airtable, reporting tools, and other client management systems
• Strong attention to detail with the ability to manage multiple priorities, maintain accurate records, and generate reports
• Client-focused team player with strong problem-solving skills and the ability to work effectively across departments