[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.

• 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
• Guide new clients through our onboarding process
• 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 keep everything moving
• 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
• 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 calm, composed, and solutions-focused in high-pressure or fast-paced situations
• Previous experience in client success, customer support, or account management
• Fast, clear, and professional communicator (written and verbal)
• Able to juggle multiple client accounts without dropping the ball
• Willing to join video calls daily
• Strong attention to detail + organizational skills
• Phone accessible during work hours
• Tech-savvy and confident with:
  • Slack
  • Google Workspace (Gmail, Docs, Sheets, Drive)
  • Zoom and scheduling tools

Requirements

• Must be available full-time (Monday–Friday)
• Must pass a background check (NBI or local police clearance)
• Must be proficient in speaking and writing English very clearly
• Must have relevant work experience
• Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding [mandatory]
• Must be available for video meetings with your camera on (when needed)
• Device: Reliable laptop or desktop computer.
• Internet: High-speed connection (minimum 15 Mbps).
• Audio: Noise-canceling headset.
• Video: Webcam for virtual meetings.
• Workspace: Quiet, professional environment

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
• Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication.
• Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks.
• HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients.
• Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention.
• Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule.
• Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client.
• Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best.
• Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.