Client Advocate

HealthMark Group

. Serve as the official liaison between clients and HealthMark .

Posted 10/22/2026full-timeRemote • United StatesMid-LevelSenior💰 $45,000 - $50,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, ensuring client satisfaction and retention through effective communication and organizational skills. Proficient in utilizing HubSpot and MedRelease for tracking client interactions and maintaining compliance with HIPAA regulations.

Highest-signal resume keywords

Client Relationship ManagementCross-Functional CollaborationHubSpot ProficiencyHIPAA ComplianceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Account ManagementDocumentation SkillsMedRelease ExpertiseEMR Request RoutingMicrosoft Excel

Soft Skills

Effective CommunicationOrganizational SkillsOpenness to FeedbackPositive AttitudeIndependence

Tools & Technologies

HubSpotMedReleaseMicrosoft Applications

Industry Keywords

Client SatisfactionConfidentiality RequirementsHIPAA RegulationsClient RetentionRegulatory Training

About the role

Key responsibilities & impact

Serve as the official liaison between clients and HealthMark
Understand client needs and expectations to build trust, satisfaction, and loyalty
Expedite client issues and resolve concerns
Provide clients with relevant HealthMark educational information and tips
Manage and track client satisfaction in HubSpot
Document and track client meetings, critical conversations, and reported issues in HubSpot
Document actions taken on requests for information in MedRelease
Maintain expertise in MedRelease and EMR request routing to optimize client service usage
Liaise with cross-functional teams to support delivery of contracted Release of Information services
Track role requirements, individual success metrics, client retention, and satisfaction

Requirements

What you’ll need

College degree or at least 3 years of experience working with client accounts
Effective verbal and written communication skills demonstrating professionalism and positivity
Expertise in cross-functional collaboration and communication
Strong organizational skills
Openness to coaching and feedback
Ability to work independently and toward individual and team goals
Ability to remain positive and measured when facing challenges
Knowledge of Microsoft applications, including Excel; ideally experience with a CRM
Ability to travel 25% for in-person client meetings and Company or team-mandated events
Strong understanding of confidentiality requirements
Adherence to HIPAA regulations and organizational privacy and security policies
Timely completion of required company-sponsored and regulatory training programs

Benefits

Comp & perks

Ability to travel 25% for in-person client meetings and Company or team-mandated events