Customer Success Intern- Clinical Intelligence

Location: Remote

Duration: 20-30 pre-scheduled hours per week for 8-12 weeks

Reveleer is a healthcare data and analytics company that uses Artificial Intelligence to give health plans across all business lines greater control over their Quality Improvement, Risk Adjustment, and Member Management programs. With one transformative solution, the Reveleer platform enables plans to independently execute and manage every aspect of enrollment, provider outreach and data retrieval, coding, abstraction, reporting, and submissions. Leveraging proprietary technology, robust data sets, and subject matter expertise, Reveleer provides complete record retrieval and review services so health plans can confidently plan and execute risk, quality, and member management programs to deliver more value and improved outcomes.

Role Overview:

The Customer Success Intern – Clinical Intelligence will support the Clinical Intelligence Customer Success team by improving process documentation, enhancing operational efficiency through emerging AI tools, and contributing to CRM data consistency within HubSpot. This internship is ideal for a student who is organized, tech-curious, eager to learn healthcare operations, and excited to help scale a rapidly growing Customer Success organization.

Key Responsibilities:

• Process Documentation – Capture, document, and standardize key internal workflows, helping build a library of playbooks that increase consistency and scalability across the CSM team.

• AI Tools & Efficiency Projects – Research, test, and pilot AI applications (such as Copilot or Claude) to identify opportunities to automate tasks and reduce manual effort within Customer Success operations.

• CRM & Operational Support – Support HubSpot data quality by maintaining accurate customer information, account activities, and health scoring inputs. Help define templates, saved views, and reporting structures used by the team.

• Collaborate closely with CSMs, Team Leads, and cross-functional partners to ensure alignment and smooth execution of operational improvements.

Internship Deliverables:

• Owning a process‑documentation initiative from interview/discovery through final draft, producing a polished set of standardized playbooks.

• Evaluating internal AI tools and presenting findings and recommendations on automation or efficiency gains for the CSM organization.

• Supporting HubSpot adoption by creating templates, views, or lightweight reporting dashboards for ongoing use by the Customer Success team.

Required Skills & Qualifications

• Strong written communication skills with the ability to create clear, organized documentation

• Proficiency in Microsoft Word, Excel, and PowerPoint

• Hands‑on experience using AI tools (Claude, Copilot, or similar)

• Highly organized with strong attention to detail

• Ability to collaborate with others and manage multiple tasks in a fast‑paced environment

Preferred Qualifications

• Familiarity with CRM platforms such as HubSpot or Salesforce

• Coursework or experience in healthcare, health IT, clinical environments, or data/operational systems

• Interest in process improvement, workflow design, or customer experience operations

Preferred Degree Programs

• Healthcare Administration

• Health Informatics

• Public Health

• Business Administration

• Information Systems

Compensation:

Our compensation reflects the cost of labor across several US geographic markets. Pay is based on several factors including market location and may vary depending on job-related knowledge, skills, and experience.

Reveleer E-Verifies all new hires.

Reveleer is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, gender identity, sexual orientation, age, marital status, veteran status, disability status or genetic information, in compliance with applicable federal, state and local law.