Client Success Manager - Remote - US Based

About Us We recruit and train the best people in Latin America specifically for insurance roles. Job Description This is a remote position. About the Role The Client Success Manager (CSM) plays a critical role in driving client retention and revenue growth at Elevate Teams. This role owns key client relationships end-to-end, proactively managing satisfaction, resolving escalations, and leading expansion through strategic upselling and tailored proposals . This is not a passive support role. You will be accountable for protecting revenue, growing accounts, and ensuring clients consistently see measurable ROI from their virtual assistants. Approximately 85% of your time will be dedicated to proactive client success, relationship management, strategic problem-solving, and identifying growth opportunities. We expect people who take ownership, anticipate challenges, and bring solutions, not problems, to every conversation. Everything we do is rooted in our core values: Be Great, Good Vibes, Curious, Poised, Defender, and Extreme Ownership . We move fast, think strategically, and always have our clients’ and teammates’ backs. Duties & Responsibilities Revenue & Growth Drivers Drive ongoing VA placement growth through systematic account expansion. Lead expansion-focused client conversations tied directly to ROI. Maintain a strong, active expansion pipeline across assigned accounts. Create, present, and close tailored, ROI-driven upsell proposals . Lead strategic business reviews (QBRs) with multi-VA and key accounts. Identify client growth, satisfaction, and capacity signals during check-ins. Retention & Client Success Drivers Serve as the primary relationship owner for multi-VA and expansion-ready clients. Own client satisfaction and long-term retention across your portfolio. Proactively identify and mitigate churn risks before they escalate. Personally handle and resolve revenue-critical escalations with urgency and poise. Build deep client relationships by understanding each client’s business drivers and success metrics. Partner cross-functionally with recruiting, training, and operations to ensure client outcomes. Team, Process & Operating Rhythm Act as a senior mentor to junior team members, involving them in expansion conversations and coaching them on sales and growth strategies. Share best practices, playbooks, and case studies with the Client Success team. Maintain accurate documentation of client interactions, opportunities, and outcomes in the CRM. Regularly review and re-balance your book of business to maximize growth and coverage. Provide weekly reporting on client health, retention risks, and expansion efforts. Follow a consistent workflow and cadence that prioritizes proactive outreach and strategic planning. Model Elevate Teams’ core values — Hustle, Poised, Good Vibes, Be Great, Curious, Defender, and Extreme Ownership in every interaction. Requirements Proven leadership experience managing, mentoring, and developing team members (direct people management required). Strong background in Client Success, Account Management, or Growth-focused roles . Excellent communicator with exceptional relationship-building skills. Highly organized with a strong ownership mindset — nothing falls through the cracks. Strategic thinker with strong problem-solving skills and execution ability. Comfortable operating in fast-paced, high-growth environments. Insurance or staffing industry experience is a plus (training provided). U.S.-based with reliable internet and a professional remote workspace. Benefits Base Salary: $80,000 Yearly Variable Incentive: 10–25% of base (performance-based) Health insurance with company contribution. Paid time off and holidays. Fully remote work environment. A high-performance culture that rewards hustle, ownership, and good vibes . Ready to prove you're the next Client Success Shark and elevate your career while helping us revolutionize how businesses build stronger teams? Apply today — let's build something great together