Client Success Manager (REMOTE LATAM)

Remote Full-time
Job title: Client Success Manager (REMOTE LATAM) in USA at Somewhere

Company: Somewhere

Job description: Client Success Manager (Patient Account Manager)
Location: Offshore, Remote for US Company
Industry: Mental HealthcareAbout Us
Our client is a dynamic, rapidly growing psychotherapy practice operating in New York, California, and Florida. We are on a mission to make high-quality, insurance-accepted mental health care accessible while offering specialty services like concierge care, mental health care and coaching for high-performing individuals. We're scaling toward $1M/month in revenue and building a dream team to get us there.Role Overview
We are looking for a proactive and emotionally intelligent Client Success Manager to support our incoming clients through their journey—from intake to long-term engagement. This role, also referred to as Patient Account Manager, is pivotal in reducing client drop-off, improving retention, and introducing clients to additional services where appropriate. While not a clinical position, your empathy, communication skills, and knowledge of our services will be essential to providing a seamless, supportive experience.Key Responsibilities

Act as the primary point of contact for new and returning clients after intake
Support onboarding by managing communications and tracking in our CRM (HubSpot)
Conduct timely follow-ups (e.g., after first session, 30-day check-ins)
Collaborate with the intake and clinical teams to ensure proper client-therapist matches
Monitor and reduce no-show rates and early dropouts
Track satisfaction through NPS surveys and gather testimonials
Identify clients who may benefit from add-on services like group therapy, concierge care, coaching, or retreats
Provide regular feedback to marketing, clinical, and intake teams to continuously improve the client experience
Requirements

2–4 years of experience in client success, patient experience, or account management (healthcare or mental health preferred but not required)
Strong emotional intelligence and communication skills
Proficiency with CRM systems (HubSpot preferred, Salesforce or similar acceptable)
Detail-oriented, organized, and comfortable working in a fast-paced environment
This is a non-clinical role, but knowledge or interest in mental health services and empathy for client challenges is essential
Ability to work remotely and within US East Coast hours


Expected salary:

Location: USA

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