Customer Success Internship- Clinical… at Reveleer · Remote

Summary: Reveleer is a healthcare data and analytics company that uses Artificial Intelligence to enhance health plans' quality improvement and member management programs. The Customer Success Intern will support the Clinical Intelligence team by improving process documentation and operational efficiency through AI tools while ensuring data consistency in HubSpot. 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 - 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 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 Required Skills: AI tools proficiency, CRM experience Important Skills: Microsoft Office proficiency, Process documentation Nice-to-Have Skills: Interest in process improvement, Collaboration skills