Client Advocate

HealthMark Group

. Serve as the official liaison for assigned clients and promptly address their needs .

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

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, ensuring client satisfaction and retention through effective communication and problem resolution. Proficient in utilizing CRM tools like HubSpot and maintaining compliance with HIPAA regulations.

Highest-signal resume keywords

Client Relationship ManagementCross-Functional CollaborationHubSpot CRM ExperienceHIPAA ComplianceOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Account ManagementDocumentation SkillsMicrosoft ExcelMedRelease KnowledgeProject Coordination

Soft Skills

Effective CommunicationPositive AttitudeOpenness to FeedbackIndependenceProblem-Solving

Tools & Technologies

HubSpotMedReleaseMicrosoft Applications

Industry Keywords

Client SatisfactionConfidentiality RequirementsHIPAA RegulationsClient OnboardingProject Completion

About the role

Key responsibilities & impact

Serve as the official liaison for assigned clients and promptly address their needs
Understand client needs and expectations to build trust, satisfaction, and loyalty
Expedite client issues to reduce friction and negative impact
Share relevant HealthMark educational information and tips with clients
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 strong knowledge of MedRelease and EMR request routing to optimize client use of services
Liaise between clients and cross-functional teams to support delivery of contracted Release of Information services
Ensure timely and efficient resolution of client concerns
Support client retention, satisfaction, engagement, and successful onboarding and project completion

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 and ability to coordinate resources for onboardings and projects
Openness to coaching and feedback
Ability to work independently and remain focused on individual and team goals
Ability to stay positive and measured during challenges
Systematic approach to work and eagerness to learn
Knowledge of Microsoft applications, including Excel; CRM experience ideally
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 company-sponsored and regulatory training programs

Benefits

Comp & perks

Remote work arrangement
Travel opportunities for in-person client meetings and company or team-mandated events