Client Success Associate

About the Role:

• This is an ideal opportunity for someone looking to break into digital health and client success. As a Client Success Associate, you’ll play a key role in supporting operational workflows that enable high-quality, timely cardiovascular care. This role is task-oriented, cross-functional, and ideal for someone who enjoys solving problems, staying organized, and making a direct impact on patient experience.

You Will:

• Support clients across a range of issues, including onboarding, issue management, retention, technical solutioning, and satisfaction.  
• Gather client and product feedback and share key insights with internal teams.
• Identify opportunities for process improvements and partner with other stakeholders to implement them to enhance efficiency and effectiveness.
• Collaborate with clinical, operations, and product teams to flag and ensure timely and appropriate follow-up on potential issues.
• Help identify and escalate issues that may impact the client, patients, and/or delay care.
• Maintain accurate records and documentation across internal systems and platforms.
• Establish relationships as a trusted partner to both internal and external stakeholders, helping to ensure that clients realize the value of Heartbeat’s offerings.  

About You:

• 2-3 years of professional experience, ideally in a healthcare or administrative setting.
• Bachelor’s degree or equivalent work experience.
• Strong organizational and prioritization skills—you thrive in a task-heavy, fast-paced environment.
• Comfortable navigating EMRs and working with data (bonus if you’ve used ECW, Athena or similar systems).
• Tech-savvy and a quick learner when it comes to new tools or systems.
• Excellent written and verbal communication skills.
• Strong attention to detail—you’re someone who catches the small things before they become big problems.
• MA experience is a plus.
• Collaborative, curious, and solution-oriented.
• A sense of humor and a positive, team-first attitude

Why You'll Love Working Here:

• We're mission-driven: we're revolutionizing the way cardiovascular care is delivered
• Up for the challenge: make a big impact by joining a fast-growing team in its early stages
• Great people: become a part of something incredible, and do it with an exceptionally talented, multidisciplinary team.
• We care about diversity: diversity allows us to build an excellent patient experience. We are an equal opportunity employer and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.


• In addition to finding people who are truly excellent at what they do, our team is founded on a set of values we hold close to heart:

Our Values:

• Be amazing at what you do, without ego.
• Take ownership and be accountable to yourself and the team.
• Move fast with our stakeholders' best interests at heart.
• Be open to a breadth of ideas, but focused on delivery.
• Measure and improve what really matters.
• Be candid and honest with people.
• Demonstrate high integrity, always.
• Help others and appreciate those who help you.
• Be a kind and decent human.
• Have fun.