Customer Success Specialist Job at Jorie AI (Oak Brook)

Customer Success Specialist

Jorie AI

Location:
United States , Oak Brook

Category:
Customer Service

Contract Type:
Not provided

Salary:

80000.00 - 100000.00 USD / Year

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Job Description:

As a Customer Success Specialist (CSS) at Jorie AI, you will oversee daily interactions between revenue cycle management (RCM) clients and interdepartmental teams. You will co-manage the end-to-end process of onboarding new customers, from initial contact through ongoing support of the account. Reporting to the Client Account Director, you will collaborate closely with our US and India-based onboarding, development, and operations teams.

Job Responsibility:

Handle client inquiries received via telephone, email, etc. providing superior service
Schedule client meetings, gather necessary documents for onboarding, and maintain accurate records
Assist in the onboarding process, providing education and training to clients about RCM processes
Prepare and run weekly and monthly check-in and KPI customer calls
Produce monthly and quarterly account overview reports summarizing the health of each assigned account
Identify opportunities to upsell current accounts on additional and new service lines
Continuously review and troubleshoot client concerns, monitoring KPIs and communicating trends
Provide suggestions for process improvements related to customer success operations
Maintain detailed project plans, manage timelines, and ensure timely and successful project completion
Build and maintain positive relationships with customers, ensuring their satisfaction and loyalty
Gather feedback from customers regarding their experiences, challenges, and suggestions for improvement
Establish strategic advisor relationships with clients, providing insights on financial health and guidance on achieving their goals
Conduct business review presentations to communicate practice financial health and identify revenue cycle improvement opportunities
Report monthly denial and rejection trends, recommending process improvements
Act as the primary client point of contact, resolving conflicts and providing timely solutions
Approve and implement workflow modifications to meet client needs
Develop and monitor action plans for client escalations/concerns
Provide guidance and education to the Jorie team on resolving outstanding AR and other related issues
Establish and maintain system parameters for efficient and effective claim submissions
Collaborate on quality/productivity/TAT barriers and assist with automation initiatives
Identify client training needs
Ensure success of newly implemented clients with enhanced monitoring post-go-live
Complete the offboarding process for clients exiting RCM services
Maintain up-to-date knowledge of healthcare industry standards and pediatric medicine

Requirements:

5-7 years in client service in medical revenue cycle management, and managing complex, fast-paced projects
Understanding of medical billing concepts and terminology
Excellent verbal and written communication skills
Strong organizational skills and attention to detail
Basic understanding of the product/service and ability to learn new technologies quickly
Dedication to ensuring customer satisfaction and success

Additional Information:

Job Posted:
February 19, 2026

Employment Type:

Fulltime

Work Type:

Remote work

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