Client Success Specialist

Healthfirst

Client Success Specialist supporting client onboarding and training for healthcare technology. Engaging with clients to ensure successful implementation and optimal usage of products and services.

Posted 6/10/2026full-timeConnecticut • 🇺🇸 United StatesJuniorMid-Level💰 $77,900 - $112,540 per yearWebsite

About the role

Key responsibilities & impact

Responsible for identifying, recruiting and onboarding new clients
Support successful client implementations, ensuring clients have an excellent customer experience, adopt our tools and perform at the highest levels
Document client business requirements and help validate that the final product solution meets business needs
Build meaningful relationships with clients (e.g. providers, pharmacies, client data management vendors); serve as a primary point of contact for client inquiries, issues, and escalations
Provide timely, accurate, and solutions-oriented product support; troubleshoot technical and functional issues, escalating complex matters as needed, act as a liaison between product, implementation and technical teams
Maintain knowledge of company products and services to effectively support clients
Identify recurring issues and recommend process or product improvements; work closely with all levels of end users to document business processes and workflows and begin identifying possible approaches to gaps, issues or risks
Design, develop, and maintain client-facing and internal training materials (guides, presentations, job aids, FAQs)
Deliver live and virtual training sessions to clients and internal stakeholders
Assess training effectiveness and continuously improve learning materials and programs
Support onboarding efforts for new clients through structured implementation and training programs
Assist in the planning, scheduling, and facilitation of client meetings, including onboarding sessions, status updates, and training workshops
Prepare clear agendas, presentations, and supporting documentation
Document meeting outcomes, action items, and follow-ups
Manage project expectations through regular client meetings, project status reports and maintaining a great relationship throughout the implementation life cycles
Create and maintain comprehensive documentation, including SOPs, knowledge base articles, release notes, and troubleshooting guides
Ensure documentation is clear, accurate, and accessible
Maintain internal administrative and knowledge-based repositories to support team efficiency
Contribute to continuous improvement of support workflows and processes

Requirements

What you’ll need

Associates degree from an accredited institution or equivalent work experience
2-5 years of experience in client support, customer success, or a related role, preferably in Healthcare IT, Social Care IT or pharmacy operations
Demonstrated experience in training development and delivery
Experience with CRM systems, ticketing platforms, and knowledge management tools (e.g. Service Now, Jira, Sharepoint)
Demonstrated ability to remain organized, self-motivated and able to meet project deadlines with minimal supervision
Rigorous attention to detail, demonstrated ability to write clear, concise communications and documentation
Ability to travel to and support clients on site, as needed

Benefits

Comp & perks

medical
dental and vision coverage
incentive and recognition programs
life insurance
401k contributions

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

client supportcustomer successtraining developmentdocumentationtroubleshootingprocess improvementproject management

Soft Skills

relationship buildingcommunicationorganizationself-motivationattention to detail

Certifications

Associates degree