Sr Client Success Specialist (Hybrid- DE, NJ, PA)

Role Summary

The Senior Client Success Specialist supports Client Success Managers by coordinating tactical execution and ensuring all operational elements are aligned for successful client onboarding. Acting as a project lead, this role balances tactical execution with cross-functional collaboration, translating client needs into actionable implementation plans. This role bridges the gap between planning and execution, ensuring readiness and quality across deliverables.

Key Duties and Responsibilities:

• Lead and support the day-to-day execution of implementation plans for assigned clients.

• Assist in preparing for client meetings, including documentation, reporting, and file collection.

• Gather, analyze, and validate client requirements to ensure accurate solution delivery.

• Coordinate with SMEs to validate data, test outputs, and document outcomes.

• Identify and escalate risks or issues to implementation managers.

• Track progress against implementation checklists and timelines.

• Maintain project documentation, risk logs, and communication plans.

• Communicate project progress, risks, and changes to internal stakeholders and clients.

• Support continuous improvement efforts in onboarding processes and contribute to team knowledge-sharing.

Required Skills & Experience:

• 3-4 years in a client implementation, client onboarding, or project management roles.

• Strong attention to detail and proactive planning skills.

• Experience in cross-functional coordination and internal communication.

• Experience managing medium-complexity client programs or workstreams.

• Ability to communicate effectively with clients and cross-functional teams.

• Proficiency in project tracking tools and Excel (PivotTables, formulas).

• Proficiency in Microsoft Office Suite (Microsoft Excel, PowerPoint, and Project).

• Familiarity with healthcare operations and client onboarding or regulated industry processes preferred.

• Out of area travel may be required.

• Bachelor's degree required or equivalent years of experience.

Hybrid

Independence has implemented a "Hybrid" model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the "Hybrid" model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey, or Pennsylvania.

IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.

Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.