Client Success Associate

Softheon Stony Brook , NY 11794

Posted 5 days ago

The client success team works to deliver continuous client care as Softheons core external Project Management Operations team. Softheon is looking for a dependable and team-oriented associate to join the Client Success team in meeting Softheons mission of delivering its products to help millions access health insurance. This role will work closely with Clients, Product Managers and Operations. This position is ideal for candidates who are looking to, or already have been, exposed to project

management and are seeking exposure to client relations in the Health Care/Software Industry.

Key Responsibilities (include but not limited to):

  • Manage Softheon project plans, client onboarding and other cyclical project engagements
  • Report any client-facing issues and deliverables to the Product Management and Operations
  • Generate and present data-based reports to clients
  • Facilitate between client and Softheon SMEs to log requirements for product updates or
  • Facilitate meetings and generate deliverables for client-facing calls
  • Initiate client communications via email, phone, and client on-site meetings
  • Organize ad-hoc calls with client and Softheon SMEs as necessary


  • Possess a Bachelors degree in a communications based or related areas with a 3.5 GPA or higher
  • Demonstrated success in a dynamic, fast paced, high pressure environment with multiple responsibilities
  • Demonstrated success in being a key player on a team
  • Strong knowledge of Microsoft applications: Outlook, Word, Excel, PowerPoint, Project, SharePoint
  • Extraordinary communication and leadership skills
  • Attention to detail
  • Strong organizational skills
  • Ability to exercise discretion and utilize independent judgement to best serve Softheons client base
  • Independently manage time and multiple tasks simultaneously with aplomb
  • Strong problem-solving skills
  • Excellent verbal and written communication and OneNote

When you join Softheon, you will:

  • Have an opportunity to be part of a great team of professionals
  • Receive competitive salary and career growth opportunities that include health care, dental, vision, life insurance, flexible spending, 401k and tuition reimbursement benefits package
  • Learn and work at Softheon Headquarters, the Center of Excellence in Wireless Info & Technology (CEWIT) building at Stony Brook University, NY. CEWIT is an unparalleled resource, advancing the science and technology underlying the next epoch of the information revolution (


At Softheon we strive to create simple solutions to complex problems. Our innovative and easy- to-use products have revolutionized the way everyday people control their healthcare needs.

Empowering the nation's first state health benefit exchange since 2008, Softheon's vision and strategic direction has designed five platforms to help our partners quickly adapt to industry standards, manage client data, and grow their membership, while never compromising the exceptional care they provide. In this highly dynamic industry, Softheon has maintained its position as a premier Business Process as a Service (BPaaS) and Software as a Service (SaaS) solution, utilized by 37% of healthcare payers and having been responsible for 12% of ACA enrollments processed. Our platform has been ranked #1 in addressing the industrys ever- changing regulatory demands and recognized by Gartner, IDC, AHIP, ACAP, and HCEG.

To find out more about Softheon please visit

To all recruitment agencies: Softheon does not accept agency resumes. Please do not forward resumes to Softheon employees or any other company location. Softheon is not responsible for any fees related to unsolicited resumes and will not pay fees to any third-party agency or company that does not have a signed agreement with the Company.

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Client Success Associate