Client Services Associate

Phreesia, Inc.

Job Overview

Location

Remote Canada

Job Type

Full-time

Full Job Description

📋 Description

• As a Client Services Associate at Phreesia, you will play a pivotal role in enhancing the healthcare experience by ensuring seamless implementation and optimization of Phreesia’s patient engagement platform for diverse healthcare clients, directly contributing to improved operational efficiency and patient satisfaction.
• You will partner with cross-functional teams including Sales, Product, and Deployment to drive client success, identify upsell opportunities, and deliver tailored solutions that align with clinical and administrative workflows across primary care, specialty practices, health systems, and hospitals.
• Day to day, you will master Phreesia’s technical product functionality to provide expert consulting on workflow analysis, system configuration, integration, testing, go-live support, and post-implementation optimization, serving as the primary client contact throughout the implementation lifecycle.
• You will lead end-to-end implementation projects, maintaining rigorous oversight of contract deliverables, scope, timelines, and risks while proactively escalating issues to senior resources when necessary to ensure on-time, on-budget delivery.
• You will communicate complex technical and operational details clearly to clients at all levels—including executives—demonstrating product capabilities, facilitating training sessions, and gathering feedback to refine solutions and drive adoption.
• You will actively identify and pursue upsell and cross-sell opportunities by analyzing client usage patterns and needs, presenting relevant add-on products, and managing their implementation to grow revenue and deepen client relationships.
• You will collaborate closely with Product Management, Interfaces, Client Success, and Deployment teams to ensure alignment between client commitments and product capabilities, contributing to continuous improvement of implementation tools and processes.
• You will maintain a deep understanding of how Phreesia’s platform is configured and used in real-world settings, enabling you to deliver accurate product demonstrations, troubleshoot issues, and advise clients on best practices for maximizing value.
• You will work within a mission-driven, inclusive culture that values innovation, collaboration, and continuous learning, where your contributions directly support Phreesia’s goal of transforming healthcare delivery through technology.
• In this role, you will develop advanced consulting, project management, and client engagement skills while gaining deep expertise in healthcare SaaS solutions, positioning you for growth into senior client-facing or product strategy roles within the organization.

🎯 Requirements

• Bachelor’s Degree required
• Experience with project management, implementation, or consulting in a healthcare, SaaS, or technology environment
• Strong interpersonal communication, presentation, meeting facilitation, and telephone skills with ability to engage clients at all levels, including executives
• Ability to prioritize multiple demands in a fast-paced, dynamic environment while maintaining attention to detail and follow-through
• Skilled at anticipating and solving problems, with a proactive mindset and strong analytical thinking
• Confident, high-energy, self-motivated team player with a genuine passion for learning and client success

🏖️ Benefits

• 100% Remote work with home office expense reimbursements, plus monthly stipends for cell phone, internet, and wellness
• Comprehensive healthcare benefits for employees and families (including pets) starting day one, with a variety of plan options
• Generous parental leave top-up and flexible PTO plus company holidays to support work-life balance
• Support for professional development through continuing education and certification reimbursement
• Regular offsite team events and in-person volunteer opportunities to foster connection, engagement, and community impact
• Company-wide recognition platform (Phireworks) where employees earn points redeemable for a wide catalogue of rewards and milestones
• Active Diversity, Equity, and Inclusion initiatives including Employee Resource Groups (ERGs) that foster belonging and empowerment across identities
• Competitive total cash compensation range of $50,000–$75,000 based on qualifications and experience

Skills & Technologies

Junior

Remote

$50k-0k

Degree Required

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Phreesia, Inc.

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About Phreesia, Inc.

Phreesia provides a SaaS platform that automates patient intake, registration and payments for healthcare organizations. Its system replaces paper forms with digital workflows that capture demographics, insurance, clinical histories and consent, while verifying eligibility and collecting copays in real time. The platform integrates with EHRs and practice management systems, offers analytics on patient flow and revenue cycle performance, and supports telehealth check-ins and appointment scheduling. Serving hospitals, health systems and outpatient practices across the U.S. and Canada, Phreesia aims to reduce administrative burden, improve data accuracy and enhance the patient financial experience.

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