Client Success Specialist

3 weeks ago

Cherry Hill, United States Phoenix Behavioral Health Full time

**Job Summary**:
**Duties/Responsibilities**:

- Confirms client insurance is verified and is serves as the first point of contact for client/family per treatment episode
- Responsible for consistent engagement to ensure the client arrives to the initial appointment and works collaboratively with the treatment team to support ongoing client attendance through treatment episode
- Greeting Clients Warmly: welcome clients on their day of intake, providing an orientation to the facility and setting a positive tone for their treatment experience.
- Monitors and closely follows the clients journey through the various touch points of the treatment program from admission to discharge. This involves weekly check-ins, coordinating with treatment teams to monitor progress, and adjusting support as needed to meet the client's evolving needs.
- Supports building a strong client alliance during the information gathering session and throughout care
- Completes and obtains client signatures on consent for treatment, patient financial responsibility, bill of rights, and other required documents as outlined
- Completes thorough intake assessment in EHR.
- Educates, informs, and encourages client to move forward with treatment recommendations
- Obtains ROIs for all effective collaterals (i.e., PCP, referent, family, sponsor, etc.)
- Outreaches all ROI collaterals to introduce, inform, educate, and establish pathway for ongoing communication expectations
- Case manage new clients for the initial two-weeks of treatment to support client integration, engagement, and retention
- Obtain relevant ROIs and requests/secures medical and treatment records from previous providers
- Discharge Planning Collaborates with the clinical team to develop comprehensive discharge plans that address ongoing recovery needs, including follow-up appointments, support groups, and other community resources.
- Feedback and Reviews Actively seek feedback from clients and their families regarding their treatment experience. Encourage satisfied clients to leave Google reviews to help others learn about the quality care our facility provides.
- Utilizes supervisory feedback and evaluations to improve documentation and job performance
- Coordinates referring clients to appropriate care settings
- Other duties as assigned

**Required Skills/Abilities**:

- Friendly, enthusiastic, engaging, patient, accommodating, helpful, and attentive
- Ability to work flexible hours including mornings, nights and weekends.
- Working knowledge of medical insurance as it pertains to behavioral health treatment.
- Flexible, adaptable, and accommodating.
- Effective communication skills and strong intervention skills.
- Adapts to diverse client groups.
- Remains calm and effective in emergency situations.
- Ability to establish strong alliance with clients and families while maintaining appropriate professional boundaries
- Maintains confidentiality of information.
- Demonstrate tact, resourcefulness and patience.
- Effectively utilize technology such as EHRs, Word, Google, Excel, and various software programs.
- Capable of multi-tasking and working within a fast-paced environment.
- Strong Organizational skill.

**Education and Experience**:

- High School diploma or GED required; Bachelor’s degree preferred
- Must have a minimum of one year experience in the behavioral health field.
- Experience in direct client care is preferred
- Experience with EHR and CRM is preferred
- Customer Service experience preferred

  • Client Specialist

    2 weeks ago

    Cherry Hill, United States Talbots Full time

    Job Number: 21885 Position Title: Client Specialist External Description:What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may...

  • HP Client Solution Specialist

    4 weeks ago

    Cherry Hill, United States CDW Full time

    The Solution Specialist proactively drives revenue and profit in the assigned sales segment and/or region specific to a dedicated brand and product sets. This role works directly with CDW Account Managers, sales leadership, and partners on whitespace Solution, Specialist, Account Manager, Client, Sales Leader, Technology

  • HP Client Solution Specialist

    3 weeks ago

    Cherry Hill, United States CDW Full time

    The Solution Specialist proactively drives revenue and profit in the assigned sales segment and/or region specific to a dedicated brand and product sets. This role works directly with CDW Account Managers, sales leadership, and partners on whitespace opportunities. The Solution Specialist brings together knowledge of quotes, bid opportunities, and the market...

  • HP Client Solution Specialist

    5 days ago

    Cherry Hill, United States CDW Full time

    The Solution Specialist proactively drives revenue and profit in the assigned sales segment and/or region specific to a dedicated brand and product sets. This role works directly with CDW Account Managers, sales leadership, and partners on whitespace opportunities. The Solution Specialist brings together knowledge of quotes, bid opportunities, and the market...

  • HP Client Solution Specialist

    3 weeks ago

    Cherry Hill, United States CDW Full time

    The Solution Specialist proactively drives revenue and profit in the assigned sales segment and/or region specific to a dedicated brand and product sets. This role works directly with CDW Account Managers, sales leadership, and partners on whitespace opportunities. The Solution Specialist brings together knowledge of quotes, bid opportunities, and the market...

  • Client Support Representative

    1 month ago

    Cherry Hill, United States RPI Philadelphia Full time

    Rocksteady Promotions delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Support Representative role to help us achieve our lofty goals. The Client...

  • Client Support Representative

    1 month ago

    Cherry Hill, United States RPI Philadelphia Full time

    Rocksteady Promotions delivers the industry's most innovative and unforgettable client experience. We bring together products and solutions to enable businesses to build, operate, and grow their brand. We are eagerly searching for a driven and eager individual to step into our Client Support Representative role to help us achieve our lofty goals. The Client...

  • Distribution Specialist

    1 week ago

    Cherry Hill, United States Asure Software Full time

    **Who we are**: Over 600 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM platform empowers more than...

  • Distribution Specialist

    1 month ago

    Cherry Hill, United States Asure Software Full time

    **How I will contribute** As a Distribution Specialist on our team; you are the final point of contact that ensures payroll payments are getting to our customers. Critical to our success, you review and properly prepare paycheck packages for shipping. Making sure they arrive to our clients accurately and on time. Receiving deliveries and coordinating...

  • Distribution Specialist

    2 weeks ago

    Cherry Hill, United States Asure Software Full time

    **How I will contribute** As a Distribution Specialist on our team; you are the final point of contact that ensures payroll payments are getting to our customers. Critical to our success, you review and properly prepare paycheck packages for shipping. Making sure they arrive to our clients accurately and on time. Receiving deliveries and coordinating...

  • Client Communications Specialist

    1 month ago

    Drexel Hill, United States Empire MG Full time

    Client Communications Specialist - General Summary:In response to the continued growth of their business, Empire Management Group is looking for a Client Communications Specialist to serve the Philadelphia area. The successful candidate will be assigned an external existing customer and new customer base that our clientele provides for us.Entry Level...

  • Distribution Specialist

    1 month ago

    Cherry Hill, United States Asure Software Full time

    Job DescriptionJob DescriptionSalary: How I will contributeAs a Distribution Specialist on our team; you are the final point of contact that ensures payroll payments are getting to our customers. Critical to our success, you review and properly prepare paycheck packages for shipping.  Making sure they arrive to our clients accurately and on...

  • Distribution Specialist

    3 weeks ago

    Cherry Hill, United States Asure Software Full time

    Job DescriptionJob DescriptionSalary: Who we are:Over 500 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM...

  • Distribution Specialist

    2 weeks ago

    Cherry Hill, United States Asure Software Full time

    Job DescriptionJob DescriptionSalary: Who we are:Over 500 employees strong, Asure sees Human Capital Management (HCM) through the lens of entrepreneurs and executives with an owner’s mentality. We help businesses develop their “Human Capital” to get to the next level, stay compliant, and allocate their time, money and technology toward growth. Our HCM...

  • Client Representative

    2 months ago

    Cherry Hill, United States Summit Strive Consulting Full time

    Job DescriptionJob DescriptionJob Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about,...

  • Client Representative

    2 months ago

    Cherry Hill, United States Summit Strive Consulting Full time

    Job DescriptionJob DescriptionJob Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about,...

  • Specialist

    3 weeks ago

    Cherry Hill, United States Apple Full time

    Apple Specialist (Cherry Hill R206) Cherry Hill , New Jersey Apply Now As a Specialist, you’re highly skilled at uncovering customers’ needs, then following through with enlightening solutions. Not only are you the first person customers meet when they enter the store, but you’re also the person who guides them — advising, selling, and even setting...

  • Client Relationship Manager

    4 weeks ago

    Cherry Hill, United States GemHarvest Full time

    **Client Relationship Manager** **Boutique RIA** **Cherry Hill, NJ** Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks aClient Relationship Manager to support the Financial Advisory team in providing excellent Client Service and relationship touchpoints to high net worth and ultra high net worth clientele. **Not a...

  • Client Relationship Manager

    2 weeks ago

    Cherry Hill, United States GemHarvest Full time

    **Client Relationship Manager** **Boutique RIA** **Cherry Hill, NJ** Established and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks aClient Relationship Manager to support the Financial Advisory team in providing excellent Client Service and relationship touchpoints to high net worth and ultra high net worth clientele. **Not a...

  • Client Relationship Manager

    4 weeks ago

    Cherry Hill, United States GemHarvest Executive Recruiting Full time

    Client Relationship ManagerBoutique RIACherry Hill, NJEstablished and Growing Independent Wealth Management firm in the Cherry Hill, NJ area seeks a Client Relationship Manager to support the Financial Advisory team in providing excellent Client Service and relationship touchpoints to high net worth and ultra high net worth clientele. Not a sales role.The...