Client Success Manager and Intake Specialist
Nova Virtual Solutions
- Mandaluyong, PhilippinesMandaluyong, Metro Manila, PhilippinesMandaluyongMetro ManilaPhilippinesPhilippines
- Full timeFULL_TIME
Posted 3 days ago and deadline of application is on 17 Jan
Recruiter was hiring 7 hours ago
2025-11-19T01:54:23.184017+00:002026-01-17T16:00:00+00:00Job Description
- Manage all current clients, including picking up phone lines, onboarding new clients, completing demos, ensuring all contracts are signed, and keeping client files up to date.
- Must be able to work in the office at least 3 days per week.
- Provide clients with access to Helport or the live monitoring system and conduct demos with them.
- Assist with marketing for new clients by engaging in digital marketing and utilizing the referral program to attract new clients from existing ones.
- Follow up with marketing leads and convert them into new clients.
- Produce and update policies and procedures.
- Conduct market research and develop plans and ideas to enhance operational efficiency.
- Conduct monthly satisfaction surveys with all clients.
- Manage all marketers in setting goals and milestones for them.
- Strong communication skills, minimal or no accent, and a solid background in managing and supervising staff in an office setting are essential
Minimum Qualifications
Education & Experience
- Bachelor’s degree in Business Adminstration course, or a related field (preferred but not mandatory with proven experience).
- Proven experience as a Client Onboarding engagement and protocols handling client facing inquiries and requests.
- Previous experience in client success stories and onboarding projects such as defining the goals and identify risks and mitigating the gaps between the process advantage.
Technical Skills:
- Related certifications such si Six Sigma certification and HIPAA compliance.
Other Competencies
- Excellent problem-solving skills and strong attention to detail.
- Proven ability to deliver projects on time with minimal supervision.
- Adaptable to changing project requirements and deadlines.
- Strong communication and collaboration skills for both remote and on-site work.
- Availability for the entire project duration and flexibility to adapt to project needs.
- Experience in contractual or project-based work is an advantage.
- Amenable to work in a hybrid setup.
Jobs Summary
- Job Level
- Mid-Senior Level / Manager
- Job Category
- Sales and Marketing
- Educational Requirement
- Bachelor's degree graduate
- Office Address
- Mandaluyong, Metro Manila, Philippines
- Industry
- Hospital / Health Care
- Vacancy
- 1 opening
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About Nova Virtual Solutions
1. Company Overview
Nova Virtual Solutions and Nova Tech is a modern virtual assistant company that blends human expertise with in-house web development. We provide high-quality administrative, creative, and operational support to businesses and professionals worldwide. Our built-in technology assistant, that uses cutting edge technology to shape the user interfaces and experiences of our software products. This includes Nova Care’s EVV system and various web and mobile applications developed by Nova and it's affiliated organizations gives enhanced productivity by automating routine tasks, improving workflow efficiency, and ensuring fast, accurate support to our clients.
2. Mission Statement
Our mission is to empower individuals and businesses by delivering reliable, efficient, and tech-enhanced virtual assistance that simplifies operations and supports growth.
3. Vision Statement
We aim to become a global leader in hybrid virtual support, where human intelligence and advanced automation work together to create seamless productivity experiences.
4. Services Offered
Administrative Support: Email management, scheduling, data entry, document preparation.
Customer Support: Responding to inquiries, ticket management, customer follow-up.
Business Operations: Project coordination, CRM upkeep, reporting.
Social Media Assistance: Basic content scheduling, marketing campaigns, engagement tracking and research.
AI-Enhanced Automation: Chat assistance, automated reminders, workflow optimization powered by application affiliated to Nova Tech.
5. Our Technology Assistant: NovaTech AI
NovaTech AI is an integrated virtual technology assistant designed to streamline tasks, automate repetitive processes, and deliver quick insights. It works alongside our human assistants to:
Automate scheduling and reminders
Provide real-time research and information
Generate reports and summaries
Increase accuracy and reduce turnaround time
Support clients 24/7
6. Target Clients
Our services are tailored for:
Clients who with to optimize their productivity by using Virtual Assistant's services such as:
Awareness of the specific protocols and policies, with healthcare experience
Provide clear directions for the policies and procedures to the clients, by providing a tailored contact number for each entity.
Email responses and coordination, minutes of the meeting and daily activity reminders.
Tracking and reminders for any deadlines and nearing due tasks.
Knowledge about marketing and platforms niche (Indeed, Meta, LinkedIn, Instagram)
Tech skills to keep track of time and compliances, providing assistance in filling out forms, etc.
HIPAA compliant Virtual Assistants