Client Services Manager - Health Coaching Company

We’re looking for an organized, proactive communicator to support clients in a Womans Heath Coaching program and keep the day-to-day client experience running smoothly.

You’ll be the first point of contact for routine client questions, manage communication in Circle, and make sure clients know what to do next. This is a hands-on role combining client support, follow-up, and program administration.

What you will do

• Welcome new clients, help them access Circle (or other learning management platforms), and follow up on onboarding steps.

• Monitor Circle and other approved client channels, answer routine questions, and bring questions requiring Phyllis’s expertise to her.

• Proactively check in with clients, follow up when they miss a step or call, and help them stay engaged.

• Coordinate program calls, post announcements and reminders, and upload recordings and resources.

• Track client payments, send approved payment reminders, and flag unresolved billing issues.

• Coordinate lab-related administration, such as tracking forms, scheduling steps, and receipt of documents, using the program’s approved process. Lab interpretation stays with the appropriate practitioner.

• Organize and update approved client content in the program platform so resources are easy to find.

• Maintain client records and a clear list of open tasks, next steps, and issues needing attention in gohighlevel.

Who we are looking for

You communicate warmly and clearly in written and spoken English, keep track of details, and follow through without needing repeated reminders. You’re comfortable handling sensitive client information and know when to escalate a question.

Experience in client success, customer support, or virtual assistance for a coaching, wellness, or online program is helpful. Experience with Circle or a similar community platform is a plus.

• Start date: November First

How to apply

Complete this short form: ----------

Include your CV or profile and a Loom video of no more than 90 secs explaining your experience in client management, learning management systems and CRMS minutes using the prompt in the form. We’re looking for clear communication, good judgment, and reliable follow-through.