Sr. Client Services Associate

Phreesia

1d • $85,000 - $120,000 • Remote

About The Position

At Phreesia, we’re looking for a Senior Client Services Associate to join our growing Client Solutions team. As one of the first points of contact for new clients, you will guide healthcare practices through a structured onboarding journey, ensuring they go live on the Phreesia platform with confidence and achieve early, measurable value. This is a foundational role within Client Solutions, intentionally designed to help you build deep product expertise, strengthen client relationship skills, and develop the business acumen needed to pursue a variety of career paths across our client-facing teams. From day one, you’ll work alongside experienced Consultants, Client Success Managers, and cross-functional partners across Support, Product, and Sales.

Requirements

• Bachelor’s degree required.
• Experience level aligned with a Senior Client Services Associate role.
• Ability to travel up to 50%, in accordance with current health and safety guidelines.
• Have experience using CRM, project management, or similar business tools.
• Bring positive energy, collaboration, and a team-first approach to your work.

Nice To Haves

• Have strong organizational skills and enjoy managing multiple client engagements simultaneously.
• Communicate clearly and confidently with both technical and non-technical audiences.
• Bring a customer-first mindset and enjoy building strong relationships with internal and external stakeholders.
• Approach challenges with curiosity, adaptability, and a solutions-oriented mindset.
• Are comfortable working within software platforms and learning new technologies.

Responsibilities

• Own end-to-end onboarding. Manage onboarding projects for newly contracted clients, including project timelines, stakeholder communications, and go-live milestones.
• Serve as the implementation lead. Act as the primary point of contact during implementation, guiding clients through product configuration, workflow setup, and initial staff training.
• Partner across the client journey. Work closely with Client Success Managers to ensure a seamless transition from implementation to ongoing engagement while building the skills to independently manage client relationships over time.
• Drive product adoption and value realization. Proactively engage clients to encourage adoption and utilization of Phreesia products and features, helping them achieve meaningful business outcomes.
• Collaborate cross-functionally. Partner with Support, Product Management, Sales, and Business Development teams to resolve issues, mitigate risks, and support client success.
• Monitor client health and performance. Analyze product usage trends and key performance indicators to identify potential risks early and take action before they impact satisfaction or retention.
• Track onboarding success metrics. Measure and report on onboarding KPIs, including time-to-live, product activation rates, and early satisfaction scores.
• Maintain implementation documentation. Capture client configurations, feedback, and implementation outcomes to support continuous improvement and knowledge sharing.
• Advocate for client needs. Surface recurring client feedback and product enhancement opportunities to Product Management to help inform roadmap priorities.

Benefits

• 100% Remote work + home office expense reimbursements
• Competitive compensation
• Flexible PTO + 8 company holidays
• Monthly reimbursement for cell phone + internet + wellness
• 100% Paid 12-week parental leave to our U.S. employees, as well as a generous parental benefit to our employees in Canada
• Variety of insurance coverage for people (and pets!)
• Continuing education and professional certification reimbursement
• Opportunity to join an Employee Resource Group.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior