Client Relations Specialist

Key Responsibilities

• Serve as a primary point of contact for assigned clients and related account activity.
• Build and maintain strong working relationships with key client contacts and stakeholders.
• Maintain regular communication with clients to support relationship growth, visibility, and ongoing engagement.
• Serve as a liaison between the client and Call 4 Health and act as the lead point of contact for client requests and account management matters.
• Ensure the timely and successful delivery of Call 4 Health solutions and services to clients.
• Maintain business relationships with current clients to support a successful long-term partnership.
• Keep account activity organized, documented, and moving forward in a timely manner.
• Support client onboarding and implementation activities for newly contracted partnerships and existing client expansions.
• Carefully coordinate internally with Operations, Performance Development, Billing, Quality Assurance, IT, and other departments to support account needs and service setup.
• Help ensure all aspects of each client's requested services are set up, prepared, and communicated for a smooth and successful launch or transition.
• Coordinate onsite and offsite meetings, trainings, follow-up items, materials, and internal preparation related to assigned clients.
• Research and problem solve client complaints, concerns, or questions using reports, systems, and web portals.
• Communicate client updates, needs, priorities, and concerns to leadership and other appropriate internal teams.
• Escalate concerns or barriers promptly and help drive solutions.
• Support account growth and opportunity by identifying opportunities to strengthen Call 4 Health's presence within existing client relationships.
• Support outreach efforts within the existing client ecosystem to generate interest in Call 4 Health's services.
• Collaborate with clients regarding service needs, volume, contracts, billing, and additional solutions as appropriate.
• Identify clients that may have potential for additional business opportunities.
• Support upselling of services and solutions where appropriate during implementation or ongoing account support.
• Work closely with leadership and internal teams to help move opportunities forward within assigned accounts.
• Develop presentations, client-facing materials, and client-facing content tailored to assigned accounts and client needs.
• Aid in targeted email campaigns, outreach efforts, and follow-up communication related to assigned clients.
• Maintain accurate and timely records in HubSpot or other CRM systems, including contacts, activity, opportunities, notes, and follow-up items.
• Track account activity, engagement, implementation progress, and pipeline movement and provide updates to leadership as needed.
• Prepare reports on account status and help ensure account information, outreach efforts, and next steps remain organized and visible.
• Produce professional email communications, reporting materials, and documentation to support client management and internal visibility.
• Demonstrate willingness and ability to learn and appropriately use AI-powered tools and AI-enabled workflows to support productivity, communication, reporting, workflow organization, documentation, and administrative efficiency.
• Use sound judgment when utilizing technology tools to ensure confidentiality, data privacy, HIPAA/PHI safeguards, accuracy, and compliance with company expectations.
• Support process improvement efforts that enhance client experience, internal coordination, and operational efficiency.

Qualifications

• 3–5+ years of experience in client relations, account management, client relationship management, implementation support, business development support, or a similar client-facing role.
• Experience in healthcare, healthcare services, patient access, call center operations, or outsourced services strongly preferred.
• Strong organizational skills with the ability to manage multiple projects, contacts, follow-up items, and priorities at once.
• Strong working knowledge of Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, along with Microsoft Teams and other standard business systems and software used in a professional environment.
• Strong written and verbal communication skills.
• Experience creating presentations, client-facing materials, reports, and professional email communications.
• Experience using CRM systems, preferably HubSpot.
• Ability to work independently, take initiative, and operate effectively without significant hand-holding.
• Ability to think strategically within assigned accounts while also handling day-to-day execution and follow-through.
• Strong problem-solving skills and a proactive, solutions-oriented mindset.
• Familiarity with AI-powered tools and a willingness to learn and adapt to emerging technologies that support efficiency, communication, reporting, workflow management, and overall business operations.