Client Success Specialist Referrals

New

Skills

Advocacy Documentation Email Communication Phone Communication

Job Overview

As a Client Success Specialist specializing in referrals, you will re-engage prospective and early-stage clients through various communication channels. Your role involves coaching clients, documenting interactions, and advocating for client needs to improve care. This position requires warm and clear communication across phone, SMS, and email, guiding clients through uncertainty while meeting outreach goals in a fast-paced, mission-driven environment.

Responsibilities
  • Re-engage prospective and early-stage clients via phone, SMS, and email
  • Coach clients through key decisions
  • 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 & Qualifications
  • 1–3 years in client success, care navigation, or mental health services
  • Warm, clear, confident communication skills
  • Ability to guide clients through uncertainty and navigate options
  • Experience balancing structure with empathy while meeting outreach goals
  • Ability to thrive in a fast-paced, mission-driven environment

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: 12 Months

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