Winning Assistants LLC

Client Success Manager

Winning Assistants LLC

full-time

Posted on:

Location Type: Remote

Location: Philippines

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Salary

💰 $1,500 - $3,000 per month

About the role

  • 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

Requirements

  • 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**
  • Bonus Points:
  • You’ve worked in an agency environment (e.g., digital marketing, staffing, recruitment, SaaS)
  • You’ve handled high-volume clients or worked with fast-paced teams
  • You’re obsessed with customer experience and client retention
  • You’ve done project coordination, client onboarding, or executive assistance
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.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client onboardingproject coordinationaccount managementcustomer support
Soft Skills
communicationattention to detailorganizational skillsproblem-solvingtime managementcustomer experienceclient retentioncalm under pressure