Client Experience Specialist
Carefeed
Client Operations Specialist
Magnolia
full-time
Posted on:
Origin: • 🇺🇸 United States • Washington
Visit company websiteJob Level
JuniorMid-Level
About the role
- Act as a key operations support across sales and service teams ensuring smooth handoffs, fast response times, and follow-through
- Develop deep understanding of clinical programs and confidently triage patients and families into appropriate care pathways
- Respond to insurance questions, resolve objections, and support coordination when caregivers need assistance
- Answer, follow up, and triage incoming calls/inquiries to align services and programs to needs and engage with families
- Identify gaps and build better processes in scheduling, CRM, intake flow, and internal operations
- Analyze performance trends across client touchpoints and turn insights into action
- Optimize and document operational workflows to help scale across new states and programs
- Work closely with clinicians, care navigators, and leadership to ensure alignment between frontline experience and backend systems
Requirements
- A natural problem solver—calm under pressure, fast on your feet, and eager to fix inefficiencies
- Energetic, people-centered, and culturally responsive
- Detail-oriented but able to see the big picture
- Tech-comfortable and tool-savvy (Healthie, HubSpot, Google Suite, Slack, etc.)
- Collaborative and curious; takes feedback well
- Learner at heart; growth-minded and adaptable to fast-growing teams
- Preferred: 2+ years in customer service, inside sales, or operational support roles
- Preferred: Some exposure to healthcare, mental health, or care delivery environments
- Preferred: Comfort with basic data analysis; ability to pull trends and make decisions from data
