Client Success Manager (Remote)
Work Hours: Monday–Friday, 7:00 AM–4:00 PM or 6:30 AM–3:30 PM PT, depending on business needs. To be confirmed upon hire.
Lunch Break: 1 hour
Rate: $1,500-$2,500 USD/month depending on experience (with high opportunity for more as we grow)
Open to candidates in El Salvador and/or Philippines.
About Winning Assistants
Winning Assistants is one of the fastest-growing offshore staffing agencies in the U.S. We help doctors, clinic owners, and service-based businesses scale faster by connecting them with highly trained virtual assistants who streamline their operations, reduce costs, and increase profitability. We’ve helped thousands of businesses build leaner, smarter teams — and we’re just getting started. This is a fast-paced, high-performance environment — you must be able to stay composed under pressure, handle urgent issues, and solve problems quickly without getting overwhelmed.
We’re building something big — and we’re looking for passionate A-players who want to grow fast, lead from the front, and be part of something special.
The Role: Client Success Manager
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.
From onboarding and interview scheduling to follow-ups and daily support calls, you’ll be the heartbeat of the client relationship. You’ll work hand-in-hand with our Chief Client Success Officer and HR team to ensure we’re delivering a world-class experience every single time.
What You’ll Be Doing
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
This Role Is Not for You If:
- You’re not thick-skinned or struggle to remain calm and professional during high-pressure situations or client escalations.
- You’re uncomfortable communicating directly with clients via Zoom, phone calls, or video meetings.
- You frequently make avoidable mistakes, lack attention to detail, or fail to double-check your work.
- You lack initiative, critical thinking, or problem-solving skills and rely on others to resolve challenges.
- You struggle to manage multiple clients and priorities or lack urgency, responsiveness, and follow-through.
- You’re juggling multiple jobs or simply looking for “another remote job” rather than a role you can fully commit to and grow in.
Requirements
What We’re Looking For
Must-Haves:
- 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
Bonus Points:
- You’ve worked in an agency environment (e.g., digital marketing, staffing, recruitment, SaaS)
- You’ve handled high-volume client accounts or worked with fast-paced teams
- You’re passionate about customer experience, client satisfaction, and retention
- You have experience with project coordination, client onboarding, or executive assistance
Tools & Setup Requirements
- Reliable desktop/laptop
- High-speed internet (10 Mbps minimum)
- Quiet, professional home office
- Webcam and noise-canceling headset
- No concurrent work obligations
Additional Requirements
- Must be available full-time (Monday–Friday)
- Must pass a background check (NBI or local police clearance)
Perks & Growth:
- 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
Basic requirements
- 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)
Technical requirements
- Device: Reliable laptop or desktop computer.
- Internet: High-speed connection (minimum 25 Mbps).
- Audio: Noise-canceling headset.
- Video: Webcam for virtual meetings.
- Workspace: Quiet, professional environment
Benefits
- 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.
These are optional resources and client-approved allowances available to you as an independent contractor. Any resources, training, or allowances listed are optional contractor perks and not employee benefits.
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