Client Success Coordinator
- Remote, United States
- Entry-level
- Posted 2 days ago
or apply from Claude / ChatGPT / Muse
Support role on a client success team at a primary care provider, handling reports, invoices and small accounts; a path toward account management.
About the role
The team serves employer and union plan sponsors through onsite, nearsite and virtual care. This job keeps routine client work moving while client success managers focus on bigger relationships.
At a glance
- Pay
- Not stated in the posting
- Remote scope
- Remote, United States
- Seniority
- Entry-level
- Skills
- Salesforce, Reporting, Invoicing, Eligibility file processing, Data validation
- Posted
- 2 Nov 2026
- Last checked
- 3 Nov 2026
What you will do
- Prepare and send recurring client reports, checking data before delivery
- Review monthly invoices for accuracy and coordinate corrections with finance and operations
- Keep client records and account activity current in Salesforce
- Help with eligibility file processing and routine file issues
What they look for
- Bachelor's degree in business, health or a related field
- Comfort coordinating with internal teams on client requests and follow-ups
- Organized approach to reporting calendars and documentation
Nice to have
- Experience with CRM tools such as Salesforce
- Exposure to healthcare billing or eligibility work
How Keywordise applies for you
Alex Demo
[email protected]
From your CV
Yes, fully remote
- Sent
- 09:41
- Attached
- Your tailored CV
- 1Upload your CVAdd your CV once. It takes about a minute.
- 2Tailored to this jobKeywordise writes a CV and a cover letter for this job from your real experience.
- 3The form fills itselfName, email, experience and screening questions, field by field.
- 4Application sentYou get a receipt and follow it in your dashboard.
Apply with Keywordise AI7-day free trial, no card.
Apply from your AI assistant
Connect Keywordise to your assistant once, then send it the prompt. It applies for you.
Claude
- In Claude, open Settings, then Connectors, and choose Add custom connector.
- Name it Keywordise and paste the connector URL.
- Click Connect, log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
ChatGPT
- In ChatGPT, open Settings, then Connectors. On plans that need it, turn on developer mode first.
- Add a new connector with the connector URL and choose OAuth. Leave the client ID and secret empty.
- Log in to Keywordise and approve. Then send the prompt in a new chat.
https://keywordise.com/mcpDisconnect any time in your Keywordise settings.
Muse
- Open Muse (muse.ai or the app) and send it the message below.
- If Muse asks how to sign in, answer OAuth. Open the sign-in link it sends, log in to Keywordise and approve.
- Send the prompt. Muse asks before it sends anything.
Add a custom connector called Keywordise. It is a remote MCP server at https://keywordise.com/mcp and uses OAuth. Give me the sign-in link.Muse is available in the US only for now.
Apply to Keywordise job 3csqstsakgQuestions about this job
Is this job fully remote, and from where?
Yes, it is listed as remote, aimed at candidates in the United States.
What does this job pay?
The posting does not state a salary, so there is no figure to quote.
What experience is needed?
It is an entry-level role. The posting asks for: bachelor's degree in business, health or a related field; comfort coordinating with internal teams on client requests and follow-ups; organized approach to reporting calendars and documentation. Skills it names include Salesforce, Reporting, Invoicing, Eligibility file processing.
How do I apply with Keywordise AI?
Press the Apply with Keywordise AI button and add your CV. Keywordise tailors your CV and cover letter to this posting and sends the application for you, with a free 7-day trial and no card.
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