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Client Success Agent Jobs in Arizona (NOW HIRING)

Basata

Partner Success Manager

Tempe, AZ · On-site

Own the day-to-day management of the BPO partner agent team, who operate as Basata's white-label AI ... Ensure MAs are onboarded and trained on each client account's specific workflows, EMR environment ...

Townsquare Interactive

Campaign Launch Specialist

Phoenix, AZ · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

In-office role at our downtown Phoenix office Kickstart Client Success from Day One! As a Launch Support Agent, you will work closely with Campaign Creation Specialists to support the early stages of ...

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Client Success Agent information

What is a client success agent?

A client success agent is a professional responsible for ensuring clients are satisfied with a company's products or services. They often handle onboarding, support, and relationship management, using communication skills and customer management tools to promote retention and satisfaction.

What are some common challenges faced by client success agents and how can they be addressed?

Client Success Agents often encounter challenges such as managing multiple client accounts with varying needs, handling difficult conversations when clients are dissatisfied, and balancing proactive support with reactive problem-solving. Success in this role often relies on strong organizational skills, effective communication, and the ability to prioritize tasks under pressure. Building solid relationships with clients and collaborating closely with sales, support, and product teams helps address client issues efficiently and ensures a positive client experience.

Is client success a good career?

A career as a Client Success Agent involves helping clients achieve their goals, often requiring strong communication and problem-solving skills. It can be a stable and rewarding role with opportunities for advancement, especially in industries like SaaS and technology that value customer retention and satisfaction.

What are the key skills and qualifications needed to thrive as a client success agent?

To thrive as a Client Success Agent, you need strong communication, problem-solving, and relationship management skills, often supported by a bachelor’s degree in business or a related field. Familiarity with CRM software such as Salesforce or HubSpot and proficiency with support ticketing systems are commonly required. Exceptional empathy, patience, and a proactive approach help build trust and rapport with clients. These capabilities are crucial for ensuring client satisfaction, retention, and long-term business growth.

What is the difference between Client Success Agent vs Customer Support Specialist?

AspectClient Success AgentCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften high school diploma or equivalent; technical knowledge may be preferred
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageUsed in SaaS, tech, and service industries focusing on retentionCommon across retail, telecom, and tech sectors for troubleshooting

The main difference is that Client Success Agents focus on proactive relationship management and client retention, while Customer Support Specialists primarily handle reactive issue resolution. Both roles require strong communication skills but serve different stages of the customer journey.

What does a client success agent do?

A Client Success Agent is responsible for ensuring that customers have a positive experience with a company's products or services. They act as a main point of contact for clients, helping to address questions, resolve issues, and provide ongoing support. Their goal is to build strong relationships, encourage customer loyalty, and help clients achieve their desired outcomes. Client Success Agents may also provide training, gather feedback, and collaborate with internal teams to improve services.

What are popular job titles related to Client Success Agent jobs in Arizona?

For Client Success Agent jobs in Arizona, the most frequently searched job titles are:

What job categories do people searching Client Success Agent jobs in Arizona look for?

The top searched job categories for Client Success Agent jobs in Arizona are:

What cities in Arizona are hiring for Client Success Agent jobs?

Cities in Arizona with the most Client Success Agent job openings:

Client Success Agent jobs near you
Infographic showing various Client Success Agent job openings in Arizona as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution.

Partner Success Manager

Basata

Tempe, AZ • On-site

Full-time

Re-posted 12 days ago

Job description

Partner Success Manager
Full-Time | Tempe, AZ
About Basata
At Basata, we're rethinking the way healthcare practices get work done. Our AI-powered tools help automate the repetitive, time-consuming tasks that bog teams down, so staff can spend less time on admin and more time with patients.
We're a small, fast-moving team that loves building smart systems and simple, intuitive experiences. If you're someone who gets excited about early-stage energy, designing better ways to work, and fixing what's broken in healthcare, we'd love to connect.
About the Role
The Partner Success Manager leads the Operations unit within Basata's Partner Success Department. The department has three units - Operations, Growth Partner, and Partner Integration - all reporting to the Director of Partner Success. Each unit plays a distinct role in the partner's lifecycle; together, they succeed or fall short as one team.
The Operations unit is the connective tissue of the department. It bridges Partner Integration (who onboards and launches new partners) and the Growth Partner unit (who owns the ongoing partner relationship) - ensuring nothing is lost between phases. It also runs the BPO and Medical Assistant teams that support daily operations across the portfolio, and serves as the Director's operational right-hand on process, infrastructure, and team performance.
This is a people-management and operations role as much as it is an implementation role. The right person is someone who keeps multiple teams coordinated, holds high standards for quality and accountability, and can translate between the technical and the relational sides of the business.
What You'll Do
  • Serve as the operational connector between the Partner Integration Team and the Growth Partner unit - ensuring nothing falls through the cracks as a partner account moves from launch into steady-state.
  • Own the day-to-day management of the BPO partner agent team, who operate as Basata's white-label AI Agents across partner accounts.
  • Own the day-to-day management of the Medical Assistant team, ensuring they are scheduled, performing to standard, and properly integrated into each client workflow.
  • Manage MA scheduling across accounts: coverage planning, rotation, and capacity alignment with active and post-go-live practices
  • Run QA review for MA work: monitor task completion, accuracy, and adherence to practice-specific protocols
  • Ensure MAs are onboarded and trained on each client account's specific workflows, EMR environment, and escalation protocols before assignment
  • Track MA performance metrics and surface any patterns, gaps, or capacity concerns to the Director proactively
  • Own and maintain the operational backbone of the Partner Success Department - the documents, workflows, and systems that keep all three units consistent and scalable.
  • Build and refine SOPs for the BPO and MA teams; standardize how quality reviews, scheduling, and escalations are handled
  • Maintain the Partner Portfolio Tracker and Team Workload Tracker; ensure they reflect real-time status across the full partner portfolio
  • Surface process gaps and propose solutions proactively - do not wait for problems to recur
  • Operate as the Director's operational right hand - keeping visibility high, escalations clean, and execution tight across all teams.

What We're Looking For
  • 5+ years of experience in healthcare operations, client success, or implementation management - ideally in a SaaS, health tech, or BPO-adjacent environment
  • Demonstrated experience managing BPO or vendor teams, including scheduling, QA, and performance accountability
  • Experience managing or coordinating clinical support staff
  • Familiarity with EMR systems (e.g., Epic, Athena, Modernizing Medicine, Nextech, or equivalent) and the workflow context of specialty medical practices
  • Prior involvement in healthcare technology implementations or go-live coordination, including handoff management between technical and relationship-facing teams
  • HIPAA compliance working knowledge; prior experience with BAA requirements and healthcare vendor management is strongly preferred
  • Cross-functional coordination. Comfortable operating as a connector between technical and client- facing teams; able to translate between operational detail and strategic context without losing either
  • Process ownership. Builds and maintains operational infrastructure that actually gets used - playbooks, trackers, SOPs - and keeps them current as the business evolves
  • QA and operational rigor. Systematic approach to quality review - able to track performance by agent, account, and metric, and act on what the data shows
  • Healthcare and clinical workflow literacy. Understands how specialty medical practices operate - referral flows, fax-based intake, EMR documentation standards, and the downstream impact of operational errors
  • Written and verbal communication. Produces clear, professional internal documentation; communicates status and risk concisely to leadership and peers alike
  • Comfort with AI-enabled workflows. Able to quickly learn and operationalize AI-driven products (voice AI, intelligent fax routing, automated call routing) and support partners in adopting them effectively
Nice to Have
  • Background in specialty medical practice operations (urology, cardiology, gastroenterology, ENT, or ophthalmology)
  • Experience at an early- or growth-stage healthcare technology company
  • Familiarity with project management tools (e.g., Linear, Asana, Jira) and cross-platform communication workflows (Slack, Google Workspace)
  • Professional credentials such PMP, LSSGB or equivalent healthcare or operations certifications
  • Excellent communication skills. You can adjust your style whether you're in a room with a practice manager, a call center rep, or a CEO
Why Join Basata?
  • Drive real impact. Your work will help clinics run more smoothly and ensure patients get the care they need-faster and with fewer headaches.
  • Shape something meaningful. From early product decisions to UI details, you'll play a big role in crafting both the code and the overall user experience.
  • High ownership. Join a team where you're trusted to lead, build, think critically, and bring ideas to life.
  • Work with purpose. We're not here to throw more tech at the wall, we're solving real problems in healthcare with tools that people rely on every day.
Our Core Values
  • Find a way: We own outcomes-no excuses, no shortcuts. When obstacles appear, we remove them. When the path isn't clear, we forge one. We take extreme ownership, stay scrappy, and do what it takes to get the job done. Whatever the challenge, we find a way.
  • Dream big: We refuse to accept that healthcare has to be broken. We dream boldly and act deliberately to build a future where healthcare organizations are free to focus on what truly matters: caring for people. We challenge what's possible, rethinking every mundane barrier standing in the way of better care. Our vision is ambitious-some might call it impossible-but we believe patients and providers deserve nothing less.
  • Obsess over the customer: We put our customers at the center of everything we do. We anticipate their needs, solve their problems, and design experiences that make them say, "Wow, I love this." Every decision starts with empathy: How will this help them? How will they use it? We make our customers the hero-while never compromising on ethics, privacy, or trust.
  • Always be learning: We're relentless about growth-our own and each other's. We challenge each other to level up, not just in skill, but in mindset, awareness, and character. We attract and empower "A" players, raise the bar, and multiply the impact of those around us. We're learning machines: always reading, asking, improving. Because when we grow as people, we become better teammates, leaders, and humans - that lifts the whole team with us.
  • Move Fast. Deliver Excellence.We prioritize rapid execution without sacrificing quality. Speed unlocks momentum-but only when paired with precision. We test relentlessly, ship often, and iterate fast to drive the results we want. Whether it's responding to a message or launching a product, we take bold action, measure impact, and refine quickly. Velocity is our competitive edge-excellence is our standard.

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