Client Success Analyst
Vālenz® Health is the platform to simplify healthcare – the destination for employers, payers, providers and members to reduce costs, improve quality, and elevate the healthcare experience. The Valenz mindset and culture of innovation combine to create a distinctly different approach to an inefficient, uninspired health system. With fully integrated solutions, Valenz engages early and often to execute across the entire patient journey – from care navigation and management to payment integrity, plan performance and provider verification. With a 99% client retention rate, we elevate expectations to a new level of efficiency, effectiveness and transparency where smarter, better, faster healthcare is possible.
As a Client Success Analyst, you’ll play a key role in keeping our client success operations running smoothly. You’ll support the team by managing and maintaining key databases, helping improve workflows, and assisting with operational enhancements. You’ll also contribute to developing client-facing reports that provide valuable insights and keep clients informed.
Things You’ll Do Here:
- Run and own Salesforce reporting to support quantitative departmental decision making.
- Respond to and deliver on requests for client-facing reporting by combining data from multiple data sources.
- Create and update workflows, processes, and best practices for efficiency improvements in Salesforce, PowerBI and other operational systems.
- Attend regular team meetings via Microsoft Teams, providing updates on assigned tasks and participating in discussions.
- Monitor and respond to Operations-related questions via Salesforce & Outlook, ensuring timely and accurate communication.
- Collaborate with CS, operations and data stakeholders to streamline data operations and reporting processes.
- Assist in data-related documentation and process improvements to support team efficiency.
- Support ad hoc analysis and reporting requests as needed.
What You’ll Bring to the Team:
- 1+ years of experience in data operations, or administrative support in a data-driven environment.
- Strong proficiency in Salesforce and PowerBI’s reporting functionality
- Ability to navigate the Microsoft suite for communication, analysis and task coordination.
- Excellent organizational and time management skills.
- Strong written and verbal communication skills, with the ability to respond to inquiries clearly and professionally.
- Experience working with datasets, and performing basic data analysis.
- Prior exposure and work in CRM report building preferred
Where You’ll Work: This is a fully remote position, and we’ll provide all the necessary equipment!
- Work Environment: You’ll need a quiet workspace that is free from distractions.
- Technology: Reliable internet connection—if you can use streaming services, you’re good to go!
- Security: Adherence to company security protocols, including the use of VPNs, secure passwords, and company-approved devices/software.
- Location: You must be US based, in a location where you can work effectively and comply with company policies such as HIPAA.
Why You'll Love Working Here
Valenz is proud to be recognized by Inc. 5000 as one of America’s fastest-growing private companies. Our team is committed to delivering on our promise to engage early and often for smarter, better, faster healthcare. With this commitment, you’ll find an engaged culture – one that stands strong, vigorous, and healthy in all we do.
Benefits
- Generously subsidized company-sponsored Medical, Dental, and Vision insurance, with access to services through our own products, Healthcare Blue Book and KISx Card.
- Spending account options: HSA, FSA, and DCFSA
- 401K with company match and immediate vesting
- Flexible working environment
- Generous Paid Time Off to include vacation, sick leave, and paid holidays
- Employee Assistance Program that includes professional counseling, referrals, and additional services
- Paid maternity and paternity leave
- Pet insurance
- Employee discounts on phone plans, car rentals and computers
- Community giveback opportunities, including paid time off for philanthropic endeavors
At Valenz, we celebrate, support, and thrive on inclusion, for the benefit of our associates, our partners, and our products. Valenz is committed to the principle of equal employment opportunity for all associates and to providing associates with a work environment free of discrimination and harassment. All employment decisions at Valenz are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion or belief, national, social, or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, HIV Status, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. We will not tolerate discrimination or harassment based on any of these characteristics.