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Client Delivery Specialist

Provides operational and administrative support to Client Success Leads by coordinating projects, maintaining client data, preparing reports, and resolving routed client issues. Requires at least one year of relevant experience, strong organization, communication, and attention to detail.

About the job

Responsibilities

  • Provide operational and administrative support to multiple Client Success Leads.
  • Manage assigned operational projects and support cross-functional initiatives from planning through completion.
  • Coordinate priorities, timelines, and deliverables while following established processes and escalating questions as needed.
  • Maintain accurate client information and identify and correct data-quality issues.
  • Prepare client reports and segment client data for communications, events, and business reviews.
  • Resolve client issues and inquiries routed through Member Support and Billing, engaging appropriate stakeholders when needed.
  • Build cross-functional relationships to streamline processes and support client and member outcomes.

Requirements

  • 1+ years of experience in operations, project coordination, customer success, administration, or a related field.
  • Ability to organize multiple tasks and deadlines while maintaining accuracy and following established processes.
  • Strong written and verbal communication skills.
  • Ability to collaborate effectively across teams.
  • Extreme attention to detail, sound judgment, initiative, and customer-centered communication.

Nice-to-haves

  • Experience at a high-growth company or startup.
  • Experience in digital health, healthcare, benefits, or a related industry.
  • Familiarity with client-success, customer relationship management, project-management, reporting, or data-segmentation tools.
  • Experience preparing reports, maintaining operational data, or supporting process improvements.
  • Experience developing client-facing materials.

Compensation & Benefits

  • $80,000–$120,000 annual salary.
  • Medical, dental, and vision coverage.
  • Gender-affirming care, family and fertility planning support, and travel reimbursements for healthcare access.
  • Traditional or Roth 401(k) options with a 2% company match.
  • Learning and development stipend.
  • Discounted company stock through an ESPP.

Skills

Project Coordination, Customer Success, Operations, Data Quality, Client Reporting, Data Segmentation, Crm Tools, Project Management Tools, Cross-Functional Collaboration, Process Improvement

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