Client Success Manager - Remote - US Based

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

• 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.
• 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.
• 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.