Client Success Associate

Posted 4 Hours Ago
Be an Early Applicant
Hiring Remotely in Bengaluru, Bengaluru Urban, Karnataka, IND
In-Office or Remote
Junior
Healthtech • Social Impact • Software
Frictionless provider intelligence.
The Role
Supports client relationships for a healthcare SaaS platform by responding to inquiries, coordinating projects, monitoring account health, gathering feedback, assisting with training, tracking KPIs, and collaborating across teams to improve retention and client outcomes.
Summary Generated by Built In

About CertifyOS

CertifyOS is building the data infrastructure that powers modern healthcare.

Today, healthcare organizations rely on fragmented and outdated provider data. This creates unnecessary administrative work, regulatory risk, and higher costs across the system. We’re solving that problem.

Our API-first platform automates provider licensing, enrollment, credentialing, and network monitoring by connecting directly to hundreds of primary data sources. We help healthcare organizations maintain accurate, compliant, and reliable provider networks at scale.

Our vision is simple: One API. One provider ID. Frictionless provider data.

We’re backed by leading investors and built by a team with deep experience in provider data systems. At CertifyOS, we value authenticity, accountability, collaboration, results, and openness to feedback. We’re building a high-ownership team focused on solving real infrastructure problems that impact millions of patients.

What You'll Do
  • Support Client Relationships: Help build trust and loyalty by learning clients' business objectives and supporting Client Success Managers in aligning Certify's solutions to their goals

  • Respond to Client Inquiries: Serve as a first point of contact for day-to-day client questions, providing timely, helpful responses and escalating complex issues as needed

  • Coordinate Client Projects: Assist in the execution of client initiatives by tracking tasks, timelines, and deliverables to keep projects on schedule

  • Support Retention Efforts: Monitor client health indicators, flag at-risk accounts to senior team members, and help implement strategies to keep clients engaged and satisfied

  • Build Product Knowledge: Develop a strong working knowledge of Certify's platform to help clients navigate features and answer common questions

  • Gather Client Feedback: Collect and organize client feedback and share insights with the Client Success, product, and development teams

  • Assist with Training and Resources: Help prepare and deliver training sessions, webinars, and support materials that empower clients to use Certify's solutions

  • Track KPIs: Help gather, maintain, and report key operational and performance metrics, and support the preparation of client-facing updates

  • Collaborate Cross-Functionally: Work with sales, implementation, operations, and product teams to support a seamless client journey and timely issue resolution

What You'll Need
  • 1+ years of experience in client success, customer support, account coordination, or a related role; internship experience or a strong interest in health tech and SaaS will be considered

  • Strong organizational and time-management skills, with the ability to track multiple tasks and priorities in a fast-paced environment

  • A proactive, problem-solving mindset and willingness to learn in a dynamic, evolving setting

  • Ability to support multiple accounts while helping deliver a positive client experience

  • Comfort working with data and basic analytics tools (e.g., Excel, Google Sheets) to help track metrics and trends

  • Strong written and verbal communication skills, with an interest in developing client-facing and presentation abilities

  • A collaborative, team-first attitude and eagerness to work across cross-functional teams

  • Bachelor's degree in business, healthcare, or a related field, or equivalent practical experience

Benefits of Working at Certify

  • At Certify, we’re building with intention and taking care of the people doing the work.

  • Your well-being matters to us. We provide 100% coverage of health, dental, and vision insurance premiums for employees. Our US-based team benefits from unlimited PTO, with at least two weeks off each year to recharge. In India, employees are supported with health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women.

We are an equal opportunity employer committed to building an inclusive environment where everyone feels valued and empowered to do their best work, and we welcome applicants from all backgrounds and experiences.

If you require reasonable accommodations during the application process, please contact [email protected].

We are also committed to pay transparency and foster an open culture where compensation conversations are encouraged and respected.

Skills Required

  • 1+ year of experience in client success, customer support, account coordination, or a related role
  • Internship experience or strong interest in health technology and SaaS
  • Strong organizational and time-management skills
  • Ability to track multiple tasks and priorities in a fast-paced environment
  • Proactive problem-solving mindset and willingness to learn
  • Ability to support multiple accounts and deliver a positive client experience
  • Comfort working with data and basic analytics tools such as Excel or Google Sheets
  • Strong written and verbal communication skills
  • Interest in developing client-facing and presentation abilities
  • Collaborative, team-first attitude and ability to work cross-functionally
  • Bachelor's degree in business, healthcare, or a related field, or equivalent practical experience

CertifyOS Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CertifyOS and has not been reviewed or approved by CertifyOS.

  • Affordable Benefits — Employee premiums for U.S. health, dental, and vision plans are covered 100%, materially lowering out-of-pocket costs. This employer contribution can offset a lower base and add meaningful value to total compensation.
  • Leave & Time Off Breadth — An unlimited PTO policy with a mandatory minimum of two weeks, plus “no‑meeting Thursdays,” is designed to reduce burnout and support deep work. These practices emphasize recharge time alongside flexibility.
  • Wellbeing & Lifestyle Benefits — A remote‑first setup with virtual company events and a home‑office/equipment stipend supports distributed work and team connection. Mental health benefits are also listed.

CertifyOS Insights

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The Company
HQ: New York, New York
70 Employees
Year Founded: 2021

What We Do

CertifyOS is a first-of-its-kind provider intelligence platform, powered by API integrations and hundreds of verified data points. We unlock insights and power performance for clinicians, teams and organizations, with frictionless licensing and enrollment, one-click credentialing and real-time network monitoring at your fingertips.

Why Work With Us

We are a remote team-first culture that ensures every employee has the opportunity to grow and learn. Join our team and feel good about what you’re doing and where you’re going.

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