Client Success & Account Manager for Business Consulting / Marketing Firm (Virtual)

Piedmont Avenue Consulting, Inc.; Philippines; Remote; PHP 3,810,000 - 5,714,000; Full time

Job summary

Growth Scaling, a collaboration between Piedmont Avenue Consulting, Inc. and Healthcare Marketing Group, is seeking a remote, full-time Client Success & Account Manager to be the client-facing liaison our clients trust.

You will own the client journey from onboarding to ongoing delivery, coordinating across US-based teams and our Philippines squad, maintaining one voice, and ensuring no lead or instruction is missed.

Qualifications

• 2+ years in account management or client success.
• Experience working with U.S. clients.
• Strong follow-through and confident communication with clients.
• Ability to manage 20+ clients with multiple priorities.

Responsibilities

• Own the client relationship from onboarding through long‑term delivery; manage 20+ clients monthly.
• Serve as the single point of contact for your clients.
• Present our firm as one team and route requests internally.
• Keep initiatives on track across websites, staff training, events, onboarding new physicians/providers, and new hires.
• Build long‑term client relationships and proactively address concerns.

Skills

Account management

Client success

Project coordination

Business development

English proficiency

Tools

Slack

Google Workspace

CRM systems

Project trackers

Job description

Growth Scaling (www.Growth-Scaling.com) brings together two established firms: Piedmont Avenue Consulting, Inc. (www.PiedmontAve.com), a boutique business and marketing consulting firm based in the San Francisco Bay Area, with clients and offices in Southern California, and Healthcare Marketing Group (www.HealthMarketingGroup.com), based in Orange County, California, with clients throughout the United States. Growth Scaling has the full resources of both founders, their teams, their associates, and their connections.

We are seeking a remote, full-time Client Success & Account Manager to be the client-facing person our clients trust and rely on.

You will be the person our clients are comfortable talking to, and the person who makes sure messages get delivered: from client to team, from leadership to client, and from leadership to team members. You will coordinate the work so things get done and no lead gets missed. You will also own the client journey from first contact: making sure the right people are invited to our events, the right leads get attention, and the right prospects become clients. You will talk with prospects, confirm who we are and what we do, onboard new clients, and then serve as their client manager.

This is not an assistant or administrative position. We are looking for someone who thinks like an owner, takes initiative, and is so organized and professional that clients are impressed from the very first conversation.

Combined, our team is around 30 people, including a large team in the Philippines, team members in Colombia and the United States, and a bench of industry consultants we bring in by project: attorneys, accountants, chefs, bartenders, and other specialists. Our clients are based mainly in the San Francisco Bay Area, Orange County, and Southern California, and include physicians, healthcare and dental practices, law firms, professional services firms, restaurants and hospitality groups, contractors, and growing businesses across many industries.

WORK SCHEDULE

• Full-time, Monday through Friday (U.S. workweek)
• 8:00 AM to 5:00 PM Pacific Time
• Flexibility to work later on some days, since part of our team works U.S. afternoons and evenings
• Several hours per day on Zoom with clients, leadership, and team members

KEY RESPONSIBILITIES

Client Ownership and Account Management

You will own the client relationship from onboarding through long-term delivery. Clients see one team, one point of contact, and nothing missed. Our goal is for you to manage 20 or more clients each month, checking in with each one and keeping every initiative moving.

• Serve as the single point of contact for your clients
• Present our firm as one team with one voice, and route each request to the right person internally
• Keep client initiatives on track, whether that is a new website, staff training, producing an event, onboarding new physicians or providers, or hiring new team members
• Build long‑term client relationships and make sure clients see the value of our work
• Spot concerns early and resolve them before they grow

Business Development and Sales

• Make sure the right leads get attention, and follow up with event guests, referrals, and prospects
• Qualify booked calls before they are confirmed
• Talk with prospects, explain who we are and what we do, and move them toward becoming long‑term clients
• Join sales and discovery calls, document commitments, and keep follow‑ups on track
• Onboard new clients and set up their first meetings and initiatives

Events and Invitations

We host high‑value dinners and professional networking events through Growth Scaling and Professional Connector (www.ProfessionalConnector.com) in Northern and Southern California. Our dinners bring together business owners, physicians, and executives, and our teams produce the events, invitations, and lead follow‑up.

• Coordinate with the teams that invite, promote, and send reminders for every event
• Make sure the right people are invited and the right guests attend
• Plan the events calendar three months ahead
• Keep event pages, registrations, and attendee lists accurate
• Run structured follow‑up with every registrant and guest

Client Meetings and Communication

• Schedule and lead client meetings, check‑ins, and progress reviews
• Set the meeting calendar two weeks ahead: we set the schedule, not the client
• Prepare agendas, take clear notes, and send follow‑ups with an owner and due date for every item
• Present deliverables such as 90‑day plans, 12‑month marketing calendars, and monthly reports
• Write polished, U.S.-style business emails, and confirm each date with the team before it goes to a client

Project Management and Team Coordination

You will work directly with founder David Mitroff, Ph.D., his co‑founder Steven Lockhart, and both of their teams, including website developers, outreach and lead management specialists, event coordinators, and marketing staff.

• Turn client requests into clear tasks with named owners and deadlines
• Keep the project tracker current as the single source of truth
• Run the handoff between teams working different hours so work keeps moving
• Check completed work (website pages, links, forms) before reporting it to the client
• Track billing dates, contract start dates, and outstanding client items

WHAT OUR CLIENTS HIRE US FOR

You will coordinate work across our full range of services:

• Brand awareness: marketing and brand strategy, websites and SEO, social media, 12-month marketing calendars, PR, reviews, and reputation
• Customer loyalty: customer journey mapping, email newsletters, loyalty and referral programs, customer service standards
• Lead generation: strategic partnerships, sales process mapping, CRM, AI, and automation, business development, webinars, dinners, and open houses
• Operations: leadership coaching, organizational structure and SOPs, new systems and technology, staff training
• Recruiting and hiring: job descriptions, candidate interviews, onboarding new hires and providers
• Events: event planning and promotion, grand openings, client appreciation nights, workshops, and networking mixers
• Keynote speaking, workshops, and books by our founders

WHY THIS ROLE IS DIFFERENT

You will work directly with the founders and play a central role in the client experience. This is not a side job. It is a full‑time role with real responsibility, daily collaboration with U.S. business owners and physicians, and long‑term growth.

TEAM CULTURE

David values professionalism, critical thinking, and follow‑through, and he also enjoys cracking jokes while keeping the environment focused and human. The pace is fast, standards are high, and feedback is direct.

REQUIREMENTS

• Excellent spoken and written English, clear and confident enough to lead meetings with U.S. business owners, physicians, and executives on your own
• 2+ years in account management, client success, project coordination, or business development
• Experience working with U.S. clients
• Strong follow‑through and the confidence to be respectfully assertive with clients and team members
• Able to manage 20 or more clients and many priorities without constant supervision
• Reliable internet, a professional home office, and a quiet, professional video background

IDEAL CANDIDATE

• Thinks like an owner and acts without being asked
• Experience at an agency, consulting firm, startup, or with healthcare clients
• Comfortable with client conversations and lead follow‑up
• Experience with events, invitations, or guest management
• Familiarity with Slack, Google Workspace, CRMs, and project trackers
• Basic understanding of websites and digital marketing

This is a full‑time role for someone seeking long‑term growth and real responsibility.