Client Success Executives – Healthcare Services

Job Description

Responsibilities

Client Onboarding

• Manage the complete onboarding process for new healthcare providers and practices.
• Ensure all required onboarding documents and information are collected accurately and on time.
• Conduct onboarding calls to explain the credentialing and provider enrollment process, timelines, and client responsibilities.

Client Relationship Management

• Act as the primary point of contact for assigned clients throughout the credentialing journey.
• Build strong relationships by providing exceptional customer service and maintaining regular communication.
• Keep clients informed about the progress of their applications through proactive follow-ups and status updates.
• Ensure every client clearly understands the current stage of their credentialing and enrollment process.

Provider Enrollment Support

• Guide providers in creating and accessing various payer and industry portals required for enrollment, including but not limited to:
• CAQH
• NPPES (NPI)
• PECOS
• Availity
• One Healthcare ID (Optum)
• Medicare & Medicaid Portals
• State Medicaid Portals
• Commercial Insurance Portals
• Assist clients in resolving login issues, password resets, multi-factor authentication, and account access problems.

Client Communication

• Schedule and conduct regular client meetings and progress calls.
• Respond promptly to client emails, calls, and messages.
• Ensure all client communications are documented accurately within the CRM.

Escalation Management

• Handle client concerns and escalations professionally and efficiently.
• Coordinate with Operations, Credentialing Specialists, and Leadership to resolve issues promptly.
• Maintain a positive client experience even during challenging situations.

Internal Coordination

• Work closely with Credentialing Specialists, Enrollment Teams, Licensing Teams, and Sales to ensure smooth workflow.
• Coordinate with internal teams to gather updates and communicate them effectively to clients.

Documentation & Reporting

• Maintain accurate client records, onboarding documentation, and communication history.
• Track onboarding milestones and client satisfaction metrics.
• Prepare reports on onboarding progress, pending actions, and escalated cases.

Process Improvement

• Identify opportunities to improve onboarding workflows and client communication.
• Contribute ideas that enhance operational efficiency and overall client satisfaction.

Qualifications

• Bachelor’s degree in Healthcare Administration, Business Administration, or a related field preferred.
• Minimum 1 years of experience in US Healthcare Credentialing, Provider Enrollment, Medical Billing, RCM, or Client Success.
• Strong understanding of Commercial and Government payer enrollment processes.
• Experience working with provider portals such as CAQH, PECOS, NPPES, Availity, and insurance payer portals.
• Excellent verbal and written English communication skills.
• Strong organizational and time management abilities.
• Ability to manage multiple client accounts simultaneously.
• Exceptional problem-solving and conflict-resolution skills.
• Customer-first mindset with a proactive approach.
• Experience using CRM systems and Microsoft Office applications.

Preferred Skills

• Experience working with US healthcare providers.
• Knowledge of Medicare, Medicaid, and Commercial Insurance credentialing.
• Experience handling client escalations.
• Ability to build long-term client relationships.
• Strong attention to detail.
• Comfortable working independently in a remote environment

Are you interested in this position?
Apply by clicking on the “Apply Now” button below!
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