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Winning Assistants

Staffing healthcare practices with HIPAA-compliant VAs

Client Success Manager

Customer SuccessConfirmed live in the last 24 hours
Full-time$1.5k - $2.5k /mo

About the Job

Requirements

  • Previous experience in client success, customer support, or account management.
  • Ability to remain composed and solutions-focused in high-pressure, fast-paced situations.
  • Clear, confident, and professional written and verbal communication skills.
  • Ability to take initiative and solve problems independently without constant supervision.
  • Strong attention to detail, including double-checking work and following through.
  • Ability to organize and manage multiple client accounts, prioritize tasks, and meet deadlines without reminders.
  • Accountability and coachability, including taking ownership of mistakes and applying feedback.
  • Critical-thinking and problem-solving skills to make sound decisions and use available resources independently.
  • Technical confidence with Slack and Google Workspace, including Gmail, Docs, Sheets, and Drive.
  • Confidence using Zoom and scheduling tools.
  • Comfort with daily video calls and client-facing meetings; must be reachable by phone during work hours.
  • Reliable desktop or laptop, high-speed internet, webcam, noise-canceling headset, and quiet professional home workspace.
  • Availability to work full-time Monday through Friday, with no concurrent work obligations.
  • Must pass and submit an NBI or local police clearance background check before onboarding.
  • Must be proficient in speaking and writing English clearly.
  • Must have relevant work experience.

Responsibilities

  • Serve as the primary client contact through Slack, email, text, and phone.
  • Maintain professional client communications, respond promptly, follow up proactively, and escalate issues when needed.
  • Manage client expectations, build trust, and ensure clients feel supported.
  • Guide new clients through onboarding.
  • Use a basic understanding of recruitment and job analysis to identify client staffing needs, job responsibilities, required skills, and ideal virtual assistant qualifications.
  • Help clients clarify job requirements and expectations to align them with potential virtual assistant candidates.
  • Confirm and follow up on intake forms, expectations, and interview debriefs.
  • Schedule, confirm, and recap Zoom interviews between clients and virtual assistant candidates.
  • Collaborate with internal human resources and Talent Sourcing teams to align candidates with client requirements and keep hiring processes moving.
  • Update internal records and Google Docs in real time to reflect client statuses.
  • Document and complete action items and communications on time.
  • Manage client email threads, flag and escalate time-sensitive messages, and keep communication organized and prioritized across 30–50 or more client accounts.
  • Send Zoom links, confirm meetings, and document next steps.

Desired Qualifications

  • Experience in an agency environment, such as digital marketing, staffing, recruitment, or software as a service.
  • Experience managing high-volume client accounts or working with fast-paced teams.
  • Interest in customer experience, client satisfaction, and retention.
  • Experience with project coordination, client onboarding, or executive assistance.

About the Company

Winning Assistants

Staffing healthcare practices with HIPAA-compliant VAs

Winning Assistants provides HIPAA-compliant virtual assistant staffing for healthcare practices by connecting US-based clients with a global pool of trained remote professionals. Clients hire full-time VAs who work in the client’s time zone and handle both administrative and clinical tasks, such as front office duties, medical billing, chart management, dictation transcription, prior authorization, EMR updates, and executive support. The company differentiates itself by combining a global talent pool with healthcare-specific HIPAA training and time-zone-aligned, full-time VAs for a broad US and Commonwealth client base. Its goal is to reduce administrative and revenue-cycle burdens for medical practices by offering scalable, reliable remote staffing that integrates with healthcare operations.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Irvine, CA
Founded
Not listed

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