Apply on Employer Site

Elevate Teams · 6 hours ago

Remote Client Success Manager - U.S. Based

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $100K/yr

Elevate Teams is a company focused on client retention and revenue growth, seeking a Client Success & Growth Manager. This role involves managing key client relationships, driving account expansion, and ensuring clients achieve measurable ROI from their services.

Insurance

Hiring Manager

Lidia López Herrera

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 rebalance 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

Qualification

Client Success ManagementAccount ManagementTeam LeadershipStrategic ThinkingProblem-SolvingInsurance Industry ExperienceStaffing Industry ExperienceRelationship BuildingOrganizational SkillsCommunication SkillsFast-Paced Environment