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Client Services

Client Success Specialist

Remote (US)RemoteFull-time

About the role

Ensure every practice on Patient Protect achieves compliance success. You'll guide clients through onboarding, answer HIPAA questions, and proactively identify opportunities to deepen engagement.

What you'll do

  • Onboard new clients and guide them through initial platform setup
  • Conduct training sessions on platform features and compliance workflows
  • Serve as the primary point of contact for client questions and support
  • Monitor client health metrics and proactively address churn risks
  • Gather and synthesize client feedback for product team
  • Create help documentation, tutorials, and best practice guides
  • Identify upsell opportunities and expansion potential

What we're looking for

  • 2+ years in customer success, account management, or client services
  • Healthcare industry experience preferred — clinical background a major plus
  • Strong communication skills, both written and verbal
  • Patient, empathetic approach to client relationships
  • Comfortable with technical products and explaining them to non-technical users
  • Experience with customer success platforms (Intercom, Zendesk, etc.)
  • Self-motivated and able to manage multiple client relationships

About Patient Protect

Patient Protect is a security-first HIPAA compliance platform for independent healthcare practices. Founded in Chicago in 2015, we're building what should have existed years ago — active breach prevention at a price a 5-person dental office can actually afford. We're creating a new category: compliance enablement vs. checkbox compliance.

Learn more about us →

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