Client Success Specialist, Referrals

Added
less than a minute ago
Type
Full time
Salary
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Related skills

communication crm customer success intercom

πŸ“‹ Description

  • Re-engage prospective and early-stage clients via phone, SMS, and email.
  • Coach clients through key decisions, clarifying tools and options.
  • Document and track client interactions using Intercom.
  • Partner with Clinical, Provider Ops, and Support teams for smooth handoffs.
  • Identify pain points and advocate for client needs to improve care.

🎯 Requirements

  • 1–3 years in client success, care navigation, or mental health services.
  • Warm, clear, confident communication across phone, SMS, and email.
  • Guide clients through uncertainty, navigate options, and next steps.
  • Balance structure with empathy while meeting outreach goals.
  • Thrives in fast-paced, mission-driven environments.

🎁 Benefits

  • Health, dental, vision, life, and disability insurance.
  • Up to 18 weeks parental leave plus new child stipend.
  • 401(k) plan and equity opportunities.
  • Home office stipends and meals funds.
  • Flexible PTO and holidays.
  • Mental health support: therapy access and wellness apps.
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