Client Success Associate

Access Care Proactive Health; Central Visayas; On-site; PHP 360,000 - 540,000; Full time

Job summary

Access Care Proactive Health in the Philippines seeks a Client Success Associate to coordinate client events and programs, manage communications, and ensure a smooth client journey.

You will work with Operations, Marketing, and Practice Management, track bookings, and generate reports to drive client satisfaction. The role requires a healthcare background and 1-2 years in related roles, with strong organizational and tool proficiency.

Qualifications

• Bachelor's degree in Healthcare Administration or a related field.
• 1-2 years of experience in Client Success, Customer Service, Account Management, or Project Coordination.
• Strong verbal and written communication skills.
• Proficient in Microsoft Office, Airtable, reporting tools, and other client management systems.
• Strong attention to detail with the ability to manage multiple priorities and maintain accurate records.
• Client-focused team player with cross-department collaboration.

Responsibilities

• Serve as the primary point of contact for clients, conduct discovery calls, understand client objectives, and maintain strong relationships throughout the engagement lifecycle.
• Oversee the planning, preparation, and successful execution of client events by coordinating timelines, logistics, staffing, and operational requirements with internal teams.
• Work closely with Operations, Marketing, and Practice Management teams to ensure accurate communication, alignment of deliverables, and seamless service delivery.
• Track registrations, maintain accurate client and participant records, prepare utilization and booking reports, and ensure data integrity across company systems.
• Gather client and participant feedback, analyze event outcomes, identify opportunities for process improvement, and support initiatives that enhance client satisfaction and program effectiveness.

Skills

Client relationship mgmt

Communication

Project coordination

Microsoft Office

Airtable

Data reporting

Education

Bachelor's degree in Healthcare Administration

Tools

Microsoft Office

Airtable

Reporting tools

CRM systems

Job description

About the role

The Client Success Associate serves as the primary coordinator between clients and internal teams, ensuring the successful planning, execution, and follow-up of client events and programs. This role is responsible for managing client communications, coordinating event logistics, tracking bookings and utilization data, collaborating with Operations, Marketing, and Practice Management teams, and delivering exceptional client experiences. The Client Success Associate plays a key role in driving client satisfaction, supporting business objectives, and ensuring seamless execution across all phases of the client journey.

Key responsibilities

• Serve as the primary point of contact for clients, conduct discovery calls, understand client objectives, and maintain strong relationships throughout the engagement lifecycle


• Oversee the planning, preparation, and successful execution of client events by coordinating timelines, logistics, staffing, and operational requirements with internal teams


• Work closely with Operations, Marketing, and Practice Management teams to ensure accurate communication, alignment of deliverables, and seamless service delivery


• Track registrations, maintain accurate client and participant records, prepare utilization and booking reports, and ensure data integrity across company systems


• Gather client and participant feedback, analyze event outcomes, identify opportunities for process improvement, and support initiatives that enhance client satisfaction and program effectiveness

About you

• Bachelor's degree in Healthcare Administration or a related field


• 1-2 years of experience in Client Success, Customer Service, Account Management, or Project Coordination


• Strong verbal and written communication skills with the ability to build and maintain client relationships


• Proficient in Microsoft Office, Airtable, reporting tools, and other client management systems


• Strong attention to detail with the ability to manage multiple priorities, maintain accurate records, and generate reports


• Client-focused team player with strong problem-solving skills and the ability to work effectively across departments