Junior Delivery & Client Success Specialist

As a Junior Delivery & Client Success Specialist, you will serve as the bridge between our innovative services and the healthcare practitioners our client supports. You’ll partner closely with new and existing clients to ensure seamless onboarding, high adoption of virtual practice systems, and measurable business outcomes. This role requires a blend of client‑facing savviness, technical aptitude, and hands‑on experience designing and customizing HubSpot workflows, dashboards, and integration architectures.

Key Responsibilities

Client Onboarding & Ongoing Support

• Lead virtual kickoff sessions and training workshops for practitioners and their teams
• Develop clear, actionable implementation plans and timelines.

HubSpot Design & Configuration

• Customize HubSpot CRM, Sales Hub, and Service Hub to align with each client’s practice workflow.
• Build and optimize pipelines, deal stages, custom properties, lists, and reporting dashboards.

Client Success Management

• Serve as the primary point of contact for day‑to‑day client inquiries; proactively identify and resolve issues.
• Monitor client health metrics (e.g., onboarding progress, engagement rates, renewal likelihood) and drive interventions.

Cross‑Functional Collaboration

• Work with our Coaching, Technology, and Marketing teams to ensure a cohesive client experience.
• Escalate technical or clinical challenges to senior team members and track resolution.

Continuous Improvement & Feedback

• Collect and synthesize client feedback to inform product enhancements.
• Document best practices and contribute to our internal knowledge base.