Client Services Specialist / Associate

Posted 9 Days Ago
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Remote
Entry level
Edtech
The Role
The Client Services Specialist/Associate is responsible for technical configuration and troubleshooting of Omada systems, coordinating reporting requests, delivering exceptional customer service, and identifying operational improvements. This role requires critical thinking, problem solving, and proactive communication.
Summary Generated by Built In

Omada Health is on a mission to inspire and engage people in lifelong health, one step at a time.  

Job overview

The Client (B2B) Services team sits within the Customer Success Org and works together with sales, customer success managers, marketing, data, and engineering teams to provide a seamless post-sales onboarding experience and exceptional customer service that is proactive for all of our clients. They are responsible for technical configuration and troubleshooting of Omada systems, coordinating with internal and external partners to provide participant activity reports, and general customer service- interpreting customer questions and delivering accurate answers. A successful candidate in this role will thrive as an individual contributor in a collaborative environment, be an exceptional critical thinker who communicates “how” rather than “no” in difficult or ambiguous situations, and takes a proactive approach to problem solving. 

Your impact: 

  • Configure Omada systems and monitor internal readiness to support customer onboarding and off-boarding deadlines
  • Manage the intricate life cycle of reporting requests and communicate updates to Customer Success Managers (CSM), customers, and involved third party vendors
  • Proactively identify and resolve documentation and workflow gaps and inefficiencies, both internally and across teams
  • Coordinate with CSMs and the Marketing team to ensure everyone is equipped with necessary information for timely enrollment campaigns
  • Investigate, triage, and resolve cases from external and internal stakeholders
  • Serve as a point of escalation for participant-related cases from customers and/or CSMs
  • Create and manage secure file transfer protocol (sFTP) connections for customers, third-party aggregators, and health plans
  • Setup and monitor incoming data feeds for failures and perform level 1 troubleshooting
  • Contribute to individual and team-level operational metrics for CSAT, response time, and quality assurance

You will love this job if you: 

  • Are a tenacious problem solver who thinks critically and isn’t afraid to ask questions in order to drive resolution
  • Are comfortable practicing proactivity and autonomy in ambiguous or frustrating situations
  • Communicate by telling “why” rather than saying “yes” or “no” 
  • Can follow existing processes as well as identify the need for new or updated ones
  • Are detail-oriented and can follow-along in an ever-changing environment
  • Love the balance of working on individual deliverables and collaborating in and across teams when necessary

You will be successful in this job if you have: 

  • 1-2 years of experience in a support or service related role
  • Baseline knowledge of Excel operations including data sorting and filtering, reformatting files, searching within files, and performing data validations
  • Experience anticipating customer needs and proactively helping to resolve them
  • Proven ability to work iteratively cross-functionally 
  • A strong aptitude for learning and using various programs and tools, including, but not limited to: Zendesk (or other similar CRM), Salesforce, Google Suite, etc.
  • A desire to help evolve a team and function

Bonus points if you have: 

  • Customer implementation and/or project management experience in a B2B environment
  • Experience working in a fast-paced, growing organization and understand the related challenges
  • A background in healthcare and experience safeguarding PHI

Benefits:

  • Competitive salary
  • Stock options (extended post termination option exercise window for Omadans who are with us 3 years or more)
  • Flexible vacation to help you rest, recharge, and connect with loved ones
  • Generous parental leave
  • Health, dental, and vision insurance (and above market employer contributions)
  • 401k retirement savings plan
  • Stipend for professional development
  • Two giftable Omada enrollments per calendar year
  • Healthy snacks and meals
  • Wellness events (e.g. running club)
  • Community volunteering opportunities, plus one day off per year to volunteer
  • ...and more!

About Omada Health: Omada Health is a digital care provider that empowers people to achieve their health goals through sustainable behavioral change. Working with health plans, employers, and health systems, the company delivers personalized interventions for individuals dealing with chronic conditions, musculoskeletal issues, anxiety, and depression. Combining data-powered human coaching, connected devices, and curriculums tailored to an individual’s specific conditions and circumstances, Omada has enrolled more than 400,000 participants across all 50 states. Omada’s partners include major employers across the country, including Costco and Iron Mountain, as well as leading health plans, such as Cigna and Kaiser.

We carefully hire the best talent we can find, which means actively seeking diversity of beliefs, backgrounds, education, and ways of thinking. We strive to build an inclusive culture where differences are celebrated and leveraged to inform better design and business decisions. Omada is proud to be an equal opportunity workplace and affirmative action employer. We are committed to equal opportunity regardless of race, color, religion, sex, gender identity, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, military or veteran status, marital status, domestic partner status, sexual orientation, or any other basis protected by local, state, or federal laws.

Top Skills

Excel
Google Suite
Salesforce
Zendesk
The Company
323 Employees
Year Founded: 2011

What We Do

We’ve pioneered digital behavioral medicine: a new approach to tackling the growing epidemic of type 2 diabetes, heart disease, and obesity. Our online programs combine world-class science, technology, and design to inspire and enable people everywhere to live free of chronic disease. Named one of Fast Company’s “50 Most Innovative Companies in the

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