Source Job

USA

  • Provide administrative and operational support to Lead and Associate Planners, including scheduling and client reminders.
  • Maintain and update the firm's CRM, complete workflows, audits, and manage the client service calendar.
  • Support billing operations and coordinate client engagement activities such as milestone cards and gift acknowledgements.

CRM Scheduling Data Entry Attention To Detail Communication

20 jobs similar to Client Service Representative

Jobs ranked by similarity.

$800–$1,000/mo
US

  • Support business development efforts by researching potential clients and maintaining prospect lists.
  • Assist with client outreach, follow-ups, and proposal preparation.
  • Help manage and update company social media accounts and online presence.

We are a fast-growing U.S.-based facilities management company managing repair and maintenance operations for national clients. We work with a network of vendors across the U.S. and a remote operations team internationally.

US

  • Coordinate patient scheduling and appointment management to support timely access to Veteran healthcare services.
  • Track, review, and respond to electronic consults, provider orders, and related actions within the electronic medical record system.
  • Support patient access, medical scheduling, appointment coordination, and clinical administrative workflows across multiple healthcare services.

They provide patient scheduling, appointment coordination, and healthcare administrative support that helps Veterans access timely care. Operating in more than 90 countries, International SOS provides clinical care, emergency response, and healthcare support services across a wide range of care settings.

AZ

  • Schedules patient appointments and collects demographic and insurance data via phone or in-person.
  • Verifies insurance eligibility, obtains authorizations, and educates patients on financial assistance.
  • Performs revenue cycle tasks such as payment collection and PBX switchboard operations.

Northern Arizona Healthcare provides healthcare services in the Flagstaff, AZ region. It employs a substantial workforce and emphasizes a customer-centric culture.

US 12w maternity 2w paternity

  • Deliver responsive, high-touch service to drive renewals and grow partnerships across print and digital platforms.
  • Provide white-glove support for clients and Area Directors, ensuring smooth communication and accurate campaign setup.
  • Manage client accounts, identify upsell opportunities, and prevent churn by proactively addressing issues.

The N2 Company is America’s leading publisher of community magazines, reaching millions of readers. They provide supportive and fulfilling remote work opportunities for their team.

US

  • Coordinate scheduling and reservation requests for clients.
  • Maintain accurate client records and communicate professionally via email and phone.
  • Provide general administrative support and ensure service details are accurate.

Deidre provides scheduling and coordination services to enhance client experiences in a remote environment. The company fosters a supportive and collaborative team environment with opportunities for growth.

$53,592–$115,300/yr

  • Personally engage customers to resolve issues impacting account growth or retention.
  • Respond to customer inquiries via phone, email, and web with courtesy.
  • Contact patients and physicians to explain costs and obtain missing billing information.

BillionToOne is a next-generation molecular diagnostics company on a mission to make powerful, accurate diagnostic tests accessible to everyone. With over 700 employees, they were named one of America's Best Startup Employers for 2025 and are Great Place to Work certified.

US

  • Coordinate and manage client scheduling and reservation requests
  • Maintain accurate records and documentation within internal systems
  • Communicate professionally with clients via email, phone, and messaging tools

Destination Planners specializes in career opportunities in the travel industry. They are a supportive, team-oriented environment with structured training and ongoing resources provided.

Global

  • Support client consultations, lead follow-up, onboarding, and customer support activities.
  • Conduct phone and virtual consultations and explain the credit repair process.
  • Follow up with warm leads and assist with outbound lead follow-up activities.

20four7VA connects businesses with virtual assistants. They offer various open roles, free training, constant support, and a vibrant community.

Global

  • Support the Collections Department with daily administrative and customer communication tasks.
  • Contact customers regarding outstanding balances and provide payment follow-ups.
  • Document interactions and update payment status accurately.

SnappyCX is a customer experience company that provides virtual assistant and collections support services. With a remote-first culture, the company values flexibility and professionalism.

United States

  • Deliver CRM consulting services to higher education clients, focusing on Technolutions Slate systems for admissions and enrollment optimization.
  • Engage with clients via virtual meetings to troubleshoot issues, demonstrate solutions, and guide best practices across multiple projects.
  • Manage sensitive student data with strict confidentiality while contributing to CRM strategies that improve enrollment outcomes.

Jobgether is a partner company that uses AI-powered matching to connect candidates with hiring employers. They process applications and share top-fitting candidates with employers for final decisions.

US

  • Set up and validate projects across multiple systems with accuracy and completeness.
  • Maintain project details, statuses, and billing oversight while managing stakeholder follow-ups.
  • Support communication via call queue and email, and assist with special ad hoc initiatives.

J.S. Held is a global consulting firm combining technical, scientific, financial, and strategic expertise to advise clients on value realization and risk mitigation. The firm provides comprehensive services to help clients navigate complex, contentious situations, and its team operates in a high-energy, collaborative environment.

Global Unlimited PTO 12w maternity

  • Conduct high-volume telehealth intake appointments to assess patient goals and explain service offerings.
  • Manage scheduling, lab orders, prescription logistics, and EHR maintenance for a fully remote care team.
  • Drive patient engagement through strategic outreach, coaching, and issue resolution to ensure high satisfaction.

Bold is the leading healthy aging platform, offering personalized, evidence-based exercise programs for Medicare members that help prevent falls, reduce pain, and increase activity. The company is backed by leading investors including Andreessen Horowitz and Khosla Ventures and has a patient-centered care team.

US

  • Provides front desk support and customer service for the Admissions Department.
  • Assists with pre-screening and pre-qualifying potential students to ensure smooth admissions processing.
  • Performs clerical, data entry, and record-keeping tasks while maintaining confidentiality.

American Career College has educated students for careers in healthcare for over 40 years. The company has a collaborative, student-centric culture focused on professional growth.

US

  • Coordinate and support reservation and scheduling requests to ensure a smooth client experience.
  • Maintain accurate records in internal systems and provide timely follow-up to clients.
  • Communicate professionally with clients and collaborate with internal teams for reservation accuracy.

Destination Careers is a company that connects job seekers with opportunities in the travel and hospitality industry, focusing on reservation and client support roles. The company fosters a collaborative and process-driven team environment, providing structured training and ongoing support to its employees.

Colombia

  • Provide high-level administrative and strategic support to senior leadership.
  • Manage calendars, communications, and coordination of internal and client activities.
  • Conduct market research, prospect identification, and canvassing for business development.

Solvo Global is a company that provides staffing and business process solutions, connecting talent with remote opportunities. It is a growing organization that emphasizes a proactive, client-focused culture with high standards of quality.

US

  • Coordinate scheduling and reservation requests following established processes
  • Communicate with clients to confirm details, provide updates, and address general inquiries
  • Maintain accurate records, calendars, and reservation documentation

We are a client coordination and services company that supports individuals and organizations with scheduling, reservations, and service-related logistics. We focus on clear communication, organized workflows, and a consistent, high-quality client experience.

US

  • Communicate with prospective and current clients by phone to explain service options and assist with inquiries.
  • Document client interactions and maintain accurate records while following company procedures.
  • Utilize strong communication and organizational skills to work independently in a remote setting.

S&A Group provides professional client support and benefits solutions through phone-based communication and account assistance. They are a growing team focused on accountability, consistency, and professional development, offering a supportive environment for long-term success.

  • Accurately answer calls from patients and schedule appointments.
  • Prioritize patients’ health problems according to their urgency and escalate when necessary.
  • Provide excellent customer service with enthusiasm and compassion.

Gastro Health is one of the largest gastroenterology multi-specialty groups in the United States. Our team consists of gastroenterologists, surgeons, and health professionals who strive to provide outstanding medical care and an exceptional healthcare experience.

Global

  • Manage inbound client communications and ensure a consistent, high-quality customer experience.
  • Conduct consultative conversations to understand client needs, goals, and concerns.
  • Collaborate with internal teams to improve onboarding, retention, and overall customer success processes.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

$105,000–$120,000/yr
North America

  • Design and implement client success plans tailored to individual clients, including challenges, goals, and objectives.
  • Serve as the main point of contact for clients, addressing concerns and ensuring smooth communication.
  • Provide detailed reporting to clients on service usage and effectiveness, identifying opportunities for improvement.

NRI provides managed solutions and recommendations to improve current solutions. They foster a highly collaborative, results-oriented, dynamic, and extremely positive environment where employees can challenge their skills and work with large, sophisticated, and progressive clients.