Client Success Administrator

Job Type
Full-time

Description

Client Success Administrator

Own Your Impact. At Propio, we don't believe careers happen to people. We believe people create them.

Here, you're trusted to make decisions, challenge assumptions, drive innovation, and shape outcomes. Your success is not limited by hierarchy or tenure. It's fueled by your ambition, your curiosity, and your willingness to own your impact. If you're looking for a role where you can simply maintain the status quo, this probably isn't it, but if you're looking for a place where your ideas matter, your growth is accelerated, and your work creates meaningful impact across the world, we'd love to talk.

Why Propio?

Every day, communication changes lives. A patient receives care they otherwise couldn't access. A family gains critical information. A business connects with a customer. A community becomes more inclusive. These moments happen because barriers are removed. And behind those moments are Propio team members who show up every day to solve problems, innovate, and build the future. This isn't just work. This is world impact.

What You'll Own

As a Client Success Administrator (CSA) , you'll have the opportunity to make a meaningful contribution to the continued growth and transformation of Propio.

You'll be empowered to:

- Take ownership of important initiatives and outcomes.
- Drive meaningful business results.
- Influence decisions and contribute new ideas.
- Partner with talented, high-performing team members.
- Challenge yourself through continuous learning and growth.
- Help shape the future of a rapidly growing organization.

The Client Success Administrator (CSA) serves as a critical operational partner to the Client Success, Implementation, Billing, and Finance teams. This role is responsible for ensuring accurate client setup, billing readiness, invoice integrity, case management and documentation, and operational support throughout the client lifecycle. The CSA acts as the bridge between client-facing teams and internal departments, helping drive revenue accuracy, process consistency, and an exceptional client experience.

The ideal candidate is highly organized, detail-oriented, analytical, and comfortable managing multiple priorities in a fast-paced environment.

Responsibilities:

- Manage client account administration activities, ensuring accuracy of client data, documentation, and system records.
- Support the client onboarding and implementation process by coordinating requirements, tracking milestones, and facilitating successful handoffs to operational teams.
- Review, validate, and reconcile billing data to ensure accurate invoicing and timely issue resolution.
- Investigate and resolve billing inquiries, discrepancies, and service-related requests in partnership with internal stakeholders. |
- Maintain client account documentation to support operational readiness and audit requirements.
- Create, manage, and monitor cases within Salesforce, ensuring requests are complete, properly routed, and resolved within established service levels.
- Collaborate with Client Success, Implementation, Finance, Billing, Collections, and Operations teams to resolve client and operational issues.
- Prepare recurring reports, dashboards, and analyses to support business decisions, operational performance, and revenue accuracy.
- Conduct internal account reviews and identify opportunities to improve processes, workflows, and data integrity.
- Serve as a trusted operational resource for Client Success Managers by providing administrative support that enhances client satisfaction and operational efficiency.

What Makes Someone Successful Here

The most successful people at Propio aren't necessarily the ones with the longest resumes. They're the people who:

- Take ownership instead of waiting for direction.
- Embrace challenges as opportunities to grow.
- Continuously seek better ways of working.
- Turn ideas into action.
- Hold themselves and others accountable to high standards.
- Are driven by making a measurable impact.

Requirements

What You'll Bring

Required Qualifications

- 2+ years of experience in client support, customer success operations, billing administration, account management, or a related field.
- Experience using CRM platforms, preferably Salesforce.
- Strong attention to detail with a focus on accuracy and data integrity.
- Excellent organizational, time management, and prioritization skills.
- Strong verbal and written communication skills.
- Ability to manage multiple projects and deadlines in a fast-paced environment.
- Proficiency with Microsoft Office Suite, including intermediate to advanced Excel skills.
- Strong analytical and problem-solving abilities with the ability to identify process improvements.
- Ability to collaborate effectively across Client Success, Implementation, Finance, Billing, Collections, and Operations teams.
- Customer-focused mindset with a commitment to delivering high-quality service and operational excellence.

Preferred Qualifications

- Experience with workflow automation tools and process improvement initiatives.
- Advanced proficiency in Microsoft Excel, including PivotTables, VLOOKUP/XLOOKUP, and data analysis.
- Advanced Salesforce experience.
- Experience supporting invoicing, accounts receivable, collections, or revenue operations processes.
- Experience working in a high-growth, client-service-focused environment.

Even if your experience doesn't perfectly match every qualification, we encourage you to apply. We're looking for potential, drive, and a commitment to growth as much as experience.

What You'll Gain

Own Your Growth: We invest in people who invest in themselves. You'll have opportunities to learn, develop, and expand your capabilities while building a meaningful career.

Own Your Impact: You'll see the connection between your work and our success. We believe great people deserve the opportunity to make a real difference.

Own Your Innovation: The best ideas can come from anywhere. We encourage curiosity, creativity, and challenging the way things have always been done.

Own Your Success: Whether you're building expertise, pursuing leadership opportunities, or expanding your career path, we'll give you room to grow and the support to get there.

At Propio, your work doesn't just move a company forward. It helps connect people, communities, and opportunities across the world. Ready to Build Something Bigger? Apply today and discover what happens when you own your success.

Notice of AI Use in Job Application Review

As part of our commitment in creating a fair, efficient, and consistent hiring process we may use artificial intelligence (AI) to help our recruiting teams organize, summarize, and analyze information provided by candidates, including resumes, application responses, and other materials submitted during the application process.AI may be used to identify patterns, highlight relevant skills, and experience, and assist in comparing a candidate’s qualifications with the requirement of a specific role. These tools are to improve efficiency and consistency while supporting more informed hiring decisions, which will ultimately be made by the hiring team.