Phreesia

Sr. Client Services Associate

Phreesia$85K — $120K *
US-AnywhereRemote in United States
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • Experience in a Senior Client Services Associate role.
  • Strong organizational skills for managing multiple client engagements.
  • Ability to communicate clearly with technical and non-technical audiences.
  • Experience with CRM and project management tools.
  • Customer-first mindset, building strong relationships with stakeholders.
  • Curiosity, adaptability, and solutions-oriented approach to challenges.

Responsibilities

  • Own end-to-end onboarding for new clients, managing projects and timelines.
  • Serve as the implementation lead, guiding clients through setup and training.
  • Partner with Client Success Managers for a seamless transition to ongoing engagement.
  • Drive product adoption and ensure clients achieve meaningful outcomes.
  • Collaborate with cross-functional teams to address client needs and support success.
  • Monitor client health and identify risks based on product usage trends.
  • Track and report onboarding success metrics to evaluate effectiveness.

Benefits

  • 100% Remote work with home office expense reimbursements
  • Flexible PTO plus 8 company holidays
  • Monthly reimbursements for cell phone, internet, and wellness
  • 12-week paid parental leave for U.S. employees
  • Variety of insurance coverage options available
  • Reimbursement for continuing education and professional certifications
  • Opportunity to participate in Employee Resource Groups.
Full Job Description
Job Description:

Title: Senior Client Services Associate

Team: Client Solutions

Location: Remote (US)

Why This Role Exists

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.

What You'll Spend Your Time Doing
  • 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.

What Makes You a Great Fit

You don't need to check every box - but this role will feel energizing if you:
  • 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.
  • Have experience using CRM, project management, or similar business tools.
  • Bring positive energy, collaboration, and a team-first approach to your work.

We Do Have A Few Requirements To Check
  • 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.

Where You'll Work

This is a remote role based in the United States.

Travel of up to 50% may be required to support client implementations and business needs.

Compensation & Rewards
  • Base Salary: $85,000-$120,000 USD, depending on qualifications.
  • A comprehensive Total Rewards package designed to support your whole life - not just your work.


Top-rated Employee 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. Learn more here: https://www.phreesia.com/workforce/

About Phreesia

Phreesia is a healthcare technology company that provides a range of solutions to help healthcare organizations improve patient intake and engagement. The company's solutions include patient check-in, eligibility verification, and patient payment, among others. Phreesia serves customers in a variety of healthcare settings, including primary care, specialty care, and urgent care.
Learn more about Phreesia
Size
1,701 employees
Market Cap
$1.7 billion
Industry
Net Income
-$22.8 million
Founded
2005
Revenue
$139.6 million
NASDAQ

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