Client Success Associate

Title: Client Success Associate

Location: Dallas, TX (Hybrid work location Dallas (Monday - Wednesday in office; Thursday and Friday flexible location)

The Catapult Health Client Success Associate is one of the most impactful roles in the organization. The CSA supports our internal and external clients by working directly with our Client Success team members and customers.  Depending daily upon their strong project coordination skills, exceptional organizational aptitude, keen capability as it relates to attention to detail, and stellar communication skills (written and verbal), the CSA is involved in clinic bookings and coordination across the organization.

• Partner with the Client Success Executives and Client Success Managers to support the day-to-day execution of a group of clients including clinic bookings.
• Coordinate the delivery, tracking and monitoring of client program requirements.
• Support customer service delivery by resolving client-specific issues, as needed.
• Build relationships with cross-functional teams (Operations, Finance, Marketing, IT, Customer Care) to troubleshoot issues and to support the delivery of client promises
• Track and monitor clinic enrollment and participation
• Develop & deliver reports to support client meetings
• Escalate issues internally when appropriate
• Requires some travel to client locations to support clinic activity, health fairs and other programs and events. 

Education and Experience: 

• 4-year degree health-related degree preferred or equivalent work experience

Specialized Knowledge and Skills: 

• Detail-orientated and efficient
• Exceptional data entry skills
• Proficient computer skills and the ability to learn new applications
• Knowledge of Salesforce
• The ability to set realistic goals, manage expectations, and prioritize competing interests
• Excellent written and verbal communication skills
• Excellent time - management skills

Core Competencies: 

• 1-2 years of professional, client-facing / account coordinating or managing, or similar, work experience
• Outstanding execution and project management abilities
• Decision Making – analyzes complex information and objectively evaluates alternatives to make sound decisions
• Teamwork – develops strong partnerships and supports team members
• Customer focus – strives to exceed customer expectations
• Communication – expresses ideas clearly and persuasively and understands the viewpoints of others

Catapult Health’s Core Values are a way of life for our team members. They influence who we are and the decisions we make across the organization.

• Do What’s Right: We lead by example. Our decisions are made with integrity, inclusion, dignity, and thoughtfulness.
• Work Smart and Innovate: We are thought leaders with a knack for disruption. Challenging the status quo is the name of our game.
• Be Professional: We interact with poise and awareness, fostering a culture of respectful and inclusive encounters.
• Always Empower: We rise by helping others maximize their potential and hold ourselves accountable to being our best.
• Care and Serve: We are a mission-driven business with mission-driven team members. Cultivating relationships and helping others is at the core of what we do.

• Above all, join us because of our team. We are a fantastically innovative, diverse, and enthusiastic team that is passionate about making meaningful contributions toward our shared purpose: Empowering individuals to improve their health!
• Competitive compensation with annual merit increases
• Medical, Dental, and Vision plan(s) available through BCBS (premiums shared between team member and Catapult Health with a substantial portion of coverage paid by Catapult Health)
• HSA and Dependent Care FSA accounts
• Short-Term Disability and Basic Life Insurance (premiums employer paid)
• Employee Assistance and Engagement Platform available to team members and their immediate household family members!
• Voluntary Long-Term Disability and Supplemental Life Insurance programs
• PTO, holidays, and floating holidays (including a Celebrate You Day!) to support each team member’s diverse needs and interests.
• 401(k) match
• Pet insurance
• Hybrid work location program – although you may find that you prefer to be in the office. We have an incredibly cool workspace with electric height-adjustable desks and executive chairs. We also have great shared spaces, breakrooms and even an outdoor patio where we enjoy collaboration and team building, as well as the occasional margarita!
• Birthday and Work Anniversary celebrations

Catapult Health is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
 
This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Este empleador participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los EE.UU..