Client Reporting Associate Jobs in Gallatin, TN (NOW HIRING)

Manage Client Relationships

• Manage day-to-day relationships for an assigned portfolio of clients as part of Vori Health's Client Success team

• Build and maintain positive, professional relationships with client stakeholders

• Develop an understanding of each client's goals, priorities, and measures of success

• Maintain regular communication with clients through meetings, reporting, and ongoing outreach

• Serve as a reliable resource for client questions, requests, and support needs

• Deliver a consistent and responsive client experience across all interactions

Drive Client Success and Retention

• Monitor client engagement, utilization, satisfaction, and overall account health

• Proactively identify risks and work with Client Success leadership and internal teams to address concerns after they impact the client experience

• Help clients understand and realize the value of their partnership with Vori Health

• Prepare and deliver client performance reports, business updates, and presentations

• Support client renewal activities by maintaining strong relationships, demonstrating value, and ensuring client needs are addressed

• Escalate complex issues appropriately and help drive timely resolution

Deliver Operational Excellence

• Manage client communications, action items, and follow-up activities with a high level of organization and attention to detail

• Maintain accurate client records, meeting notes, and account documentation

• Track and coordinate client requests to ensure timely responses and resolution

• Leverage established processes and tools to effectively manage multiple client relationships and priorities

• Support member engagement and client communication initiatives

Collaborate Across Teams

• Partner with Sales, Marketing, Clinical, Operations, Product, and Implementation teams to support client needs

• Share client feedback and insights to help improve products, services, and processes

• Identify opportunities to improve Client Success workflows, tools, and operational efficiency

• Contribute to special projects and cross-functional initiatives as needed

• Partner closely with Client Success Managers and leadership to build expertise through coaching, shadowing client interactions, and participating in account reviews, renewals, and client strategy discussions

Who You Are:

Core Attributes You Bring

• Exceptional organizational and time-management skills

• Outstanding written and verbal communication skills

• Strong attention to detail and commitment to follow-through

• Ability to manage multiple priorities and client requests simultaneously

• Customer-focused with a passion for delivering an excellent client experience

• Proactive, resourceful, and solutions-oriented

• Comfortable working within established processes while exercising good judgment

• Collaborative team player who works effectively across functions

• Adaptable and eager to learn in a fast-paced, evolving environment

Experience You Bring

• 2+ years of experience in client success, customer success, account management, healthcare services, employee benefits, or a related field

• Demonstrated ability to manage client relationships and deliver a high-quality customer experience

• Strong communication and presentation skills with the ability to interact professionally with a variety of stakeholders

• Experience managing multiple projects, deadlines, and competing priorities

• Experience using CRM systems, reporting tools, and business applications

• Ability to analyze information, identify trends, and communicate insights clearly

• Healthcare, digital health, employee benefits, or SaaS experience preferred

Work authorization/security clearance requirements:

• Authorized or able to provide required documents to work in United States or Canada. 

Physical Requirements/Work Environment:

• Remote work environment. 

• While performing the duties of this job, the employee may be regularly required to stand, sit, talk, hear, reach, stoop, kneel, and use hands and fingers to operate a computer, telephone, and keyboard. 

• Specific vision abilities required by this job include close vision requirements due to computer work. 

• Ability to travel occasionally (up to 20%) for client and company meetings

Company Benefits

At Vori Health, we believe in fostering a supportive and rewarding work environment for our team members. We offer a comprehensive benefits package designed to support your overall well-being, growth, and work-life balance:

• Competitive Salary & Equity: We offer competitive pay based on experience and the value you bring to the team.
• Equity Options: As part of our commitment to long-term success, we offer equity options, giving you the opportunity to share in the growth of the company.
• Health & Wellness: Our health benefits include medical, dental, and vision coverage to keep you and your family healthy. We also offer wellness programs and mental health resources to help you thrive both personally and professionally.
• Retirement Plans: We provide a 401(k) plan and Roth options to help you plan for the future and enjoy peace of mind.
• Paid Time Off (PTO): Enjoy generous paid time off, including vacation days, holidays, and sick leave, to recharge and maintain a healthy work-life balance.
• Fully Remote Work: Work from your home or private office location! We offer a flexible, fully remote work environment that allows you to manage your workspace in a way that best suits your lifestyle.
• Professional Development: We encourage continuous learning and growth with access to training, workshops, and Professional Development stipend for further education.
• Parental Leave: We offer paid parental leave to support team members through important life moments, whether you're welcoming a child or expanding your family.
• Employee Assistance Program (EAP): Access confidential counseling and support for personal or work-related challenges to maintain your well-being along with additional employee assistance programs.
• We’re committed to creating a workplace where you can grow, succeed, and achieve your best. Come join our team and enjoy the benefits of a company that values its team members we call Vorriors!

EEO Statement:

Vori Health is an Equal Opportunity Employer. We are committed to a work environment that supports, inspires and respects all individuals without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, marital status, age, disability, national or ethnic origin, military service status, citizenship or other protected characteristics.