[Hiring] Client Success Manager @Winning Assistants

Role Description

We’re looking for a proactive, detail-oriented, high-performance Client Success Specialist to serve as the main point of contact for a minimum of 30–50+ active client accounts. You’ll be the face of the company for our clients — ensuring their journey with us is smooth, responsive, and results-driven.

• Client Communication & Relationship Management
  • Serve as the primary point of contact for clients via Slack, email, text, and phone.
  • Maintain a friendly, professional, and polished tone across all touchpoints.
  • Respond quickly, follow up proactively, and escalate issues when needed.
  • Manage client expectations, build trust, and ensure they always feel supported.
• Onboarding & Interview Coordination
  • Guide new clients through our onboarding process.
  • Have a basic understanding of recruitment and job analysis to help identify clients' staffing needs, job responsibilities, required skills, and ideal VA qualifications.
  • Assist clients in clarifying job requirements and expectations to ensure proper alignment with potential VA candidates.
  • Confirm and follow up on intake forms, expectations, and interview debriefs.
  • Schedule, confirm, and recap Zoom interviews between clients and VA candidates.
  • Collaborate with our internal HR and Talent Sourcing teams to ensure candidates align with client requirements and keep the hiring process moving smoothly.
• Client Status & Document Tracking
  • Keep internal records and Google Docs updated in real-time based on clients' statuses.
  • Ensure all action items and communications are documented and completed on time.
• Inbox & Admin Management
  • Manage client email threads professionally and promptly.
  • Flag and escalate time-sensitive messages.
  • Maintain organized, prioritized communication across 30–50+ client accounts.
  • Send out Zoom links, confirm meetings, and document next steps.

Qualifications

• Ability to stay composed and solutions-focused in high-pressure/fast-paced situations.
• Previous experience in client success, customer support, or account management.
• Fast, clear, confident, and professional communicator (written and verbal).
• Proactive, self-motivated, and resourceful — able to take initiative and solve problems without constant supervision.
• Strong attention to detail — consistently double-checks work, catches mistakes, and follows through on responsibilities.
• Highly organized and responsive — able to manage multiple client accounts, prioritize tasks, and meet deadlines without reminders.
• Accountable and coachable — takes ownership of mistakes, welcomes feedback, and consistently applies what they've learned.
• Strong critical thinking and problem-solving skills — able to make sound decisions and use available resources independently.
• Tech-savvy and confident with:
  • Slack / Google Workspace (Gmail, Docs, Sheets, Drive)
  • Zoom and scheduling tools
  • Comfortable and confident joining daily video calls and client-facing meetings
  • Phone accessible during work hours

Requirements

• Must be available full-time (Monday–Friday).
• Must pass a background check (NBI or local police clearance).

Benefits

• High-impact role with real leadership opportunity.
• Work with fast-growing U.S. companies and top-tier medical clinics.
• Room to grow into senior roles in Client Success or Operations.
• Performance-based raises and bonuses as we scale.