Client Success Manager (Remote)

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.