Client Success Coordinator

Marathon Health

. Serve as the primary day-to-day contact for a portfolio of small, low-complexity clients .

Posted 11/3/2026full-timeRemote • Ohio • United StatesJuniorMid-Level💰 $55,000 - $70,000 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, data analysis, and operational support within healthcare or benefits administration. Proficient in Salesforce and CRM systems, with strong organizational and communication skills to enhance client engagement and reporting accuracy.

Highest-signal resume keywords

Client Relationship ManagementSalesforce ExperienceData Analysis and ReportingOrganizational SkillsProject Management

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 ReportingEligibility ManagementInvoicingData ValidationQuality Assurance

Soft Skills

Excellent Written CommunicationExcellent Verbal Communication

Tools & Technologies

SalesforceMicrosoft ExcelMicrosoft PowerPointCRM Systems

Industry Keywords

Healthcare OperationsBenefits AdministrationClient SupportPopulation HealthConsulting

About the role

Key responsibilities & impact

Serve as the primary day-to-day contact for a portfolio of small, low-complexity clients
Respond to routine client requests and coordinate issue resolution with internal stakeholders
Support client meetings through agenda development, meeting notes, action item tracking, and follow-up communications
Maintain relationships with client contacts and brokers or consultants
Escalate strategic, contractual, or at-risk client matters to the assigned Client Success Manager
Prepare and distribute recurring client reports
Compile utilization, engagement, operational, and clinical data for presentation by the Client Success Manager
Assist in tracking performance guarantees and client success metrics
Support data validation and quality assurance of reports before client delivery
Maintain reporting calendars and ensure timely delivery of contractual reporting requirements
Coordinate incentive reporting and documentation
Update CRM records and account activities
Review monthly invoices for accuracy and completeness before client distribution
Coordinate invoice corrections with Finance and Operations teams
Track invoice approvals, payment status, and follow-up activities
Assist with reconciliation of client billing questions and documentation
Maintain invoicing records and support contract-related administrative activities
Support eligibility file processing and troubleshoot routine file issues
Monitor completion of client operational requests and service tickets
Assist with implementation activities and client transitions as needed
Maintain client records within Salesforce and other systems
Maintain accurate client documentation and meeting records
Support renewal preparation through data gathering and coordination
Assist with client communication plans, onsite events, table sits, and engagement activities
Assist with creation of marketing collateral for clients
Identify opportunities to improve workflow efficiency and standardize processes

Requirements

What you’ll need

Bachelor’s degree in Business, Healthcare Administration, Public Health, or related field and 2 to 4 years of customer service, account coordination, healthcare operations, benefits administration, or client support experience, or equivalent combination of education and experience
Healthcare, benefits, consulting, or population health experience preferred
Salesforce experience preferred
Experience with eligibility management, invoicing, or client reporting preferred
Experience supporting external clients or customer accounts preferred
Strong organizational and project management skills
Excellent written and verbal communication skills
Intermediate proficiency with Microsoft Office products, especially Excel and PowerPoint
Experience working with CRM systems and reporting tools

Benefits

Comp & perks

Great Place to Work® certified inclusive, high-trust culture