Sr. Client Services Associate

Phreesia; United States; Remote; USD 85,000 - 120,000; Full time

Benefits offered by this job

100% Remote work

Competitive compensation

Flexible PTO

Health benefits

401(k)

Job summary

Phreesia is seeking a Sr. Client Services Associate to guide healthcare practices through onboarding and go‑live on the Phreesia platform, ensuring early measurable value.

You’ll collaborate across Client Solutions, Support, Product, and Sales, with opportunities to grow into senior or lead roles within the team and explore a broad client‑facing career path.

Qualifications

• Bachelor’s degree required.
• Strong organizational and multitasking abilities.
• Clear written and verbal communication with non‑technical audiences.
• Customer‑first mindset with stakeholder management experience.
• Problem solving in fast‑paced environments.
• Experience with CRM or project management tools preferred.
• Energetic team player who supports others.

Responsibilities

• Own end‑to‑end onboarding for newly contracted clients, managing timelines and milestones.
• Serve as the primary implementation contact for product configuration and staff training.
• Partner with Client Success Managers to ensure smooth handoff to ongoing engagement.
• Drive adoption and usage of Phreesia products to realize business value.
• Collaborate with Support, Product, Sales to resolve issues and mitigate risks.
• Monitor usage trends and KPIs to preempt client risks and retention issues.
• Document configurations, feedback, and implementation outcomes for process improvement.
• Surface product gaps to inform roadmaps.

Skills

Organizational skills

Clear communication

Customer‑first mindset

Problem solving

CRM / project mgmt tools

Team player

Travel up to 50%

Education

Bachelor’s degree

Tools

CRM tools

Job description

Job Description:

Phreesia is looking for a Sr. 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 foundation role within Client Solutions, deliberately built to give you product depth, client relationship skills, and business acumen that open multiple career paths across our client‑facial teams. From day one, you’ll work alongside experienced Consultants, Client Success Managers and cross‑functional partners in Support, Product, and Sales.

WHAT YOU’LL DO

• Own end‑to‑end onboarding for newly contracted clients, managing project timelines, stakeholder communications, and go‑live milestones
• Serve as the primary implementation contact, guiding clients through product configuration, workflow setup, and initial staff training
• Partner closely with Client Success Managers to ensure a seamless handoff from implementation to ongoing engagement, and build the skills to own that engagement yourself over time
• Proactively engage clients to drive adoption and usage of Phreesia products and features, ensuring they realize maximum business value
• Collaborate with Support, Product Management, Sales, and Business Development to resolve issues and elevate risks proactively
• Monitor product usage trends and key performance indicators to anticipate client risks early and address them before they affect satisfaction or retention
• Track key onboarding KPIs – time‑to‑live, product activation rates, and early satisfaction scores – and report on progress
• Document client configurations, feedback, and implementation outcomes to support process improvement and institutional knowledge
• Surface recurring client feedback and product gaps to the Product Management team to inform roadmap priorities

WHAT YOU’LL BRING

• Bachelor’s degree required
• Strong organizational skills – comfortable managing multiple concurrent client engagements
• Clear communicator, written and verbal, with ease presenting to both technical and non‑technical audiences
• Customer‑first mindset with experience managing relationships with internal or external stakeholders
• Problem‑solver with adaptability to thrive in a fast‑paced, dynamic environment
• Comfortable working within software platforms; experience with CRM or project management tools is a plus
• Confident, high‑energy, and a genuine team player who lifts others around them
• Up to 50% travel may be required in accordance with current health and safety guidelines

GROW WITH US — YOUR PATH FORWARD

Phreesia values internal mobility and invests in your long‑term development from day one. This role is a strong foundation for a broader Client Solutions career.

Client Services

Deepen your expertise and take on more complex client implementations, advancing into senior and lead roles within the team.

Client Success

Leverage your client relationships and product depth to move into a CSM or Manager role, driving long‑term client retention and satisfaction.

Product Management

Turn your frontline implementation insights into product influence. High performers who develop a strong grasp of client workflows and product gaps have moved into Product Management roles to shape the Phreesia roadmap.

Transitions are based on individual performance, demonstrated skills, and available business opportunities. Your manager will work with you to build a tailored development plan aligned to your aspirations and Phreesia’s evolving needs. You must be meeting or exceeding performance expectations in your current role to be considered for any internal move.

Total rewards

Base pay for US is $85,000 – $120,000, depending on qualifications. In addition, Phreesia offers an attractive and comprehensive Total Rewards package including health benefits, 401(k), flexible PTO, Summer Fridays, and professional development resources.

Who We Are:

At Phreesia, we’re looking for smart and passionate people to help drive our mission of creating a better, more engaging healthcare experience. We’re committed to helping healthcare organizations succeed in an ever‑evolving landscape by transforming the way healthcare is delivered. Our SaaS platform digitizes appointment check‑in and offers tools to engage patients, improve efficiency, optimize staffing, and enhance clinical care.

Phreesia cares about our employees by providing a diverse and dynamic work environment. We’re a five‑time winner of Modern Healthcare Magazine’s Best Places to Work in Healthcare award and we’ve been recognized on the Bloomberg Gender Equality Index. We are dedicated to continuously improving our employee experience by launching new programs and initiatives. If you thrive in a culture of recognition, value inclusivity, professional development, and growth opportunities, Phreesia could be a great fit!

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/

We strive to provide a diverse and inclusive environment and are an equal opportunity employer.