Customer Success Associate

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Aventi Health

Customer Success Associate

Milwaukee, WI
Full Time
Paid
  • Responsibilities

    About Aventi Health

    Aventi Health’s mission is to connect community pharmacies and covered entities using powerful technology that creates a meaningful partnership for the betterment of patients, providers, and the local community. We provide technical solutions that drive cost savings, improve operational efficiencies, and help healthcare organizations focus on patient care.

    About the Role

    The Customer Success Associate (CSA) plays a key role in ensuring our customers receive timely, accurate, and high-quality support. The CSA will manage inbound support requests—primarily through Intercom and phone—tracking issues to resolution, escalating as needed, and ensuring customers are kept informed at each step. This position is a Hybrid position based out of our Milwaukee, WI office.

    This role bridges direct customer service with proactive account support, helping clients maximize the operational and financial benefits of Aventi Health’s 340B solutions. The CSA works closely with internal teams, including Sales, Product, and Leadership, to drive resolution of issues, identify improvement opportunities, and enhance overall customer satisfaction.

    Responsibilities

    • Keep a close watch on our Intercom inbox and phone line, making sure customer questions get answered quickly and accurately.
    • Log and track issues from start to finish, following up as needed and pulling in other team members when something needs to be escalated.
    • Work with customers to spot ways they can get more out of their 340B program—whether that’s improving compliance, boosting efficiency, or tightening up processes.
    • Share tips and guidance on how to best use Aventi Health’s tools and services.
    • Coordinate with sales, product, and leadership to help resolve complex problems and make the overall customer experience better.
    • Keep up with changes in 340B rules and healthcare technology so you can give customers the most current advice.

    Requirements

    • Bachelor’s degree in a related field, or equivalent work experience.
    • At least 1 year of experience in client support, customer service, or a similar role.
    • Strong organizational skills with the ability to coordinate tasks across teams and see projects through to completion.
    • Proactive, adaptable, and comfortable working in a fast-paced environment.

    Nice to Have

    • Knowledge of 340B program operations and the ability to stay current with program updates.
    • Familiarity with healthcare technology solutions and industry trends.
    • Experience using tools such as Google Workspace, Slack, Copper (CRM), and Intercom.
    • Basic SQL or other query language skills to analyze data and generate insights for customers.
    • Experience with AI-driven tools for customer engagement, service automation, or data analysis.