Hyphen Client Success Specialist
Description and Requirements
We are seeking a proactive and detail-oriented Client Success Specialist to join our growing team. This role is ideal for someone who thrives in a client-facing environment, enjoys problem-solving, and is passionate about delivering exceptional service. The successful candidate will play a key role in client support operations, recruiting and onboarding new clients, training development and delivery, product support, and internal coordination. The ideal candidate brings experience supporting healthcare technology platforms, implementing technical solutions, developing and delivering training, managing client meetings, and producing high-quality documentation in a regulated environment.
Key Responsibilities
- Client Implementation & Product Support
- Responsible for identifying, recruiting and onboarding new clients
- Support successful client implementations, ensuring clients have an excellent customer experience, adopt our tools and perform at the highest levels
- Document client business requirements and help validate that the final product solution meets business needs
- Build meaningful relationships with clients (e.g. providers, pharmacies, client data management vendors); serve as a primary point of contact for client inquiries, issues, and escalations
- Provide timely, accurate, and solutions-oriented product support; troubleshoot technical and functional issues, escalating complex matters as needed, act as a liaison between product, implementation and technical teams
- Maintain knowledge of company products and services to effectively support clients
- Identify recurring issues and recommend process or product improvements; work closely with all levels of end users to document business processes and workflows and begin identifying possible approaches to gaps, issues or risks
- Training Development & Delivery
- Design, develop, and maintain client-facing and internal training materials (guides, presentations, job aids, FAQs)
- Deliver live and virtual training sessions to clients and internal stakeholders
- Assess training effectiveness and continuously improve learning materials and programs
- Support onboarding efforts for new clients through structured implementation and training programs
- Meeting Management & Client Engagement
- Assist in the planning, scheduling, and facilitation of client meetings, including onboarding sessions, status updates, and training workshops
- Prepare clear agendas, presentations, and supporting documentation
- Document meeting outcomes, action items, and follow-ups
- Manage project expectations through regular client meetings, project status reports and maintaining a great relationship throughout the implementation life cycles
- Documentation & Knowledge Management
- Create and maintain comprehensive documentation, including SOPs, knowledge base articles, release notes, and troubleshooting guides
- Ensure documentation is clear, accurate, and accessible
- Maintain internal administrative and knowledge-based repositories to support team efficiency
- Contribute to continuous improvement of support workflows and processes
- Core Competencies
- Client-focused mindset
- Strong presentation and facilitation skills
- Attention to detail
- Collaboration and cross-functional teamwork
- Initiative and ownership
- Adaptability in a fast-paced environment
- What Success Looks Like
- High client satisfaction, engagement and retention
- Clear, well-maintained documentation that reduces support escalations
- Effective training programs that improve client adoption and internal efficiency
- Organized and productive client meetings with actionable outcomes
- Minimum Qualifications:
- Associates degree from an accredited institution or equivalent work experience; 2-5 years of experience in client support, customer success, or a related role, preferably in Healthcare IT, Social Care IT or pharmacy operations.
- Demonstrated experience in training development and delivery
- Experience with CRM systems, ticketing platforms, and knowledge management tools (e.g. Service Now, Jira, Sharepoint)
- Demonstrated ability to remain organized, self-motivated and able to meet project deadlines with minimal supervision
- Rigorous attention to detail, demonstrated ability to write clear, concise communications and documentation
- Ability to travel to and support clients on site, as needed
- undefined
Preferred Qualifications:
- Bachelor's degree from an accredited institution
- Proficient in Microsoft Office suite; working knowledge of Visio or other diagramming/design software
- Experience with EHR or clinical practice management processes, Social Care management and/or Pharmacy Management Software
- Ability to work in a matrix-management environment
- Ability to balance multiple priorities undefined
Compliance & Regulatory Responsibilities: N/A
License/Certification: N/A that may be required or assigned
Hiring Range:
- Greater New York City Area (NY, NJ, CT residents): $77,900 - $112,540
- All Other Locations (within approved locations): $68,900 - $102,510
As a candidate for this position, your salary and related elements of compensation will be contingent upon your work experience, education, licenses and certifications, and any other factors Healthfirst deems pertinent to the hiring decision.
In addition to your salary, Healthfirst offers employees a full range of benefits such as, medical, dental and vision coverage, incentive and recognition programs, life insurance, and 401k contributions (all benefits are subject to eligibility requirements). Healthfirst believes in providing a competitive compensation and benefits package wherever its employees work and live.
The hiring range is defined as the lowest and highest salaries that Healthfirst in "good faith" would pay to a new hire, or for a job promotion, or transfer into this role.
WE ARE AN EQUAL OPPORTUNITY EMPLOYER. HF Management Services, LLC complies with all applicable laws and regulations. Applicants and employees are considered for positions and are evaluated without regard to race, color, creed, religion, sex, national origin, sexual orientation, pregnancy, age, disability, genetic information, domestic violence victim status, gender and/or gender identity or expression, military status, veteran status, citizenship or immigration status, height and weight, familial status, marital status, or unemployment status, as well as any other legally protected basis. HF Management Services, LLC shall not discriminate against any disabled employee or applicant in regard to any position for which the employee or applicant is otherwise qualified.
If you have a disability under the Americans with Disability Act or a similar law and want a reasonable accommodation to assist with your job search or application for employment, please contact us by sending an email to careers@Healthfirst.org or calling 212-519-1798 . In your email please include a description of the accommodation you are requesting and a description of the position for which you are applying. Only reasonable accommodation requests related to applying for a position within HF Management Services, LLC will be reviewed at the e-mail address and phone number supplied. Thank you for considering a career with HF Management Services, LLC.
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Perks and Benefits
Health and Wellness
- Health Insurance
- Health Reimbursement Account
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- FSA
- HSA
- Fitness Subsidies
- Mental Health Benefits
- Pet Insurance
Parental Benefits
- Birth Parent or Maternity Leave
- Family Support Resources
Work Flexibility
- Remote Work Opportunities
- Hybrid Work Opportunities
Office Life and Perks
- Commuter Benefits Program
- Casual Dress
- Happy Hours
- Company Outings
- Holiday Events
Vacation and Time Off
- Paid Vacation
- Paid Holidays
- Personal/Sick Days
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- Performance Bonus
Professional Development
- Internship Program
- Tuition Reimbursement
- Promote From Within
- Access to Online Courses
- Lunch and Learns
- Associate or Rotational Training Program
- Learning and Development Stipend
- Leadership Training Program
Diversity and Inclusion
- Employee Resource Groups (ERG)
- Woman founded/led
- Diversity, Equity, and Inclusion Program
Company Videos
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