Client Success Associate

About CertifyOS

CertifyOS is building the data infrastructure that powers modern healthcare.

Today healthcare organizations rely on fragmented and outdated provider data. This creates unnecessary administrative work regulatory risk and higher costs across the system. Were solving that problem.

Our API-first platform automates provider licensing enrollment credentialing and network monitoring by connecting directly to hundreds of primary data sources. We help healthcare organizations maintain accurate compliant and reliable provider networks at scale.

Our vision is simple: One API. One provider ID. Frictionless provider data.

Were backed by leading investors and built by a team with deep experience in provider data systems. At CertifyOS we value authenticity accountability collaboration results and openness to feedback. Were building a high-ownership team focused on solving real infrastructure problems that impact millions of patients.

• Support Client Relationships: Help build trust and loyalty by learning clients business objectives and supporting Client Success Managers in aligning Certifys solutions to their goals

• Respond to Client Inquiries: Serve as a first point of contact for day-to-day client questions providing timely helpful responses and escalating complex issues as needed

• Coordinate Client Projects: Assist in the execution of client initiatives by tracking tasks timelines and deliverables to keep projects on schedule

• Support Retention Efforts: Monitor client health indicators flag at-risk accounts to senior team members and help implement strategies to keep clients engaged and satisfied

• Build Product Knowledge: Develop a strong working knowledge of Certifys platform to help clients navigate features and answer common questions

• Gather Client Feedback: Collect and organize client feedback and share insights with the Client Success product and development teams

• Assist with Training and Resources: Help prepare and deliver training sessions webinars and support materials that empower clients to use Certifys solutions

• Track KPIs: Help gather maintain and report key operational and performance metrics and support the preparation of client-facing updates

• Collaborate Cross-Functionally: Work with sales implementation operations and product teams to support a seamless client journey and timely issue resolution

• 1 years of experience in client success customer support account coordination or a related role; internship experience or a strong interest in health tech and SaaS will be considered

• Strong organizational and time-management skills with the ability to track multiple tasks and priorities in a fast-paced environment

• A proactive problem-solving mindset and willingness to learn in a dynamic evolving setting

• Ability to support multiple accounts while helping deliver a positive client experience

• Comfort working with data and basic analytics tools (e.g. Excel Google Sheets) to help track metrics and trends

• Strong written and verbal communication skills with an interest in developing client-facing and presentation abilities

• A collaborative team-first attitude and eagerness to work across cross-functional teams

• Bachelors degree in business healthcare or a related field or equivalent practical experience

Benefits of Working at Certify

• At Certify were building with intention and taking care of the people doing the work.

• Your well-being matters to us. We provide 100% coverage of health dental and vision insurance premiums for employees. Our US-based team benefits from unlimited PTO with at least two weeks off each year to India employees are supported with health insurance statutory leave benefits and additional wellness (menstrual) leave for women.

We are an equal opportunity employer committed to building an inclusive environment where everyone feels valued and empowered to do their best work and we welcome applicants from all backgrounds and experiences.

If you require reasonable accommodations during the application process please contact

We are also committed to pay transparency and foster an open culture where compensation conversations are encouraged and respected.

Required Experience:

IC