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Head of Client Success - US Based

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<p><strong>About the Role</strong></p><p><br></p><p>We’re looking for our next <strong>Head of Client Success</strong> a proactive leader ready to <strong>own client relationships</strong> and <strong>lead a high-performing team</strong> while driving growth at Elevate Teams.</p><p> If you’re ambitious, strategic, and thrive in a fast-paced, high-accountability environment, this is your opportunity to make a lasting impact.</p><p><br></p><p>At Elevate Teams, we operate under the <strong>EOS (Entrepreneurial Operating System)</strong> meaning <strong>clarity, discipline, and accountability</strong> drive everything we do. Every team member works toward measurable outcomes and a shared vision.</p><p><br></p><p>Our culture is grounded in our <strong>core values</strong>: <strong>Be Great, Good Vibes, Hustle, Curious, Poised, and Defender</strong> values that shape how we lead, collaborate, and grow together.</p><p>This isn’t just another management role. As <strong>Head of Client Success</strong>, you’ll lead both our <strong>internal team</strong> and <strong>client relationships</strong>, ensuring exceptional delivery, retention, and growth.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>Leadership & Retention</strong></p><ul><li>Lead, coach, and develop the Client Success team to deliver consistent results.</li><li>Serve as the trusted relationship owner for clients with <strong>multiple virtual assistants (VAs)</strong>.</li><li>Run client success cadences (check-ins, QBRs, health reports) to maintain retention and satisfaction.</li><li>Identify and resolve risks quickly with professionalism and poise.</li></ul><p><br></p><p><strong>Growth & Strategy</strong></p><ul><li>Drive strategic conversations tied directly to client ROI and long-term growth.</li><li>Surface upsell and referral opportunities through proactive engagement.</li><li>Collaborate with senior leadership (COO and executive team) to refine success strategies.</li><li>Use data and insights to demonstrate Elevate’s value to clients and inform decision-making.</li></ul><p><br></p><p><strong>Operations & Continuous Improvement</strong></p><ul><li>Maintain consistent communication rhythms:</li><li><strong>Daily:</strong> scan for client issues and escalate rapidly.</li><li><strong>Weekly:</strong> deliver performance updates and growth reports.</li><li><strong>Monthly:</strong> conduct QBRs, capture success stories, and reduce “at-risk” accounts.</li><li>Foster a culture of <strong>continuous improvement</strong>, <strong>curiosity</strong>, and <strong>ownership</strong>.</li><li>Ensure client feedback loops translate into process and product improvements.</li></ul><p><br></p><p><strong>What Makes You a Fit</strong></p><ul><li>Proven experience <strong>leading and mentoring teams</strong> within client success or operations.</li><li>Strategic thinker with an <strong>owner–operator mentality</strong> — you treat the business as your own.</li><li>Excellent communicator with the ability to manage both clients and internal staff.</li><li>Highly organized, data-driven, and solutions-oriented.</li><li>Strong problem-solving skills and comfort thriving under pressure.</li><li>Experience in client success, account management, or BPO operations preferred.</li><li>Insurance industry experience a plus (training available).</li><li>Located in the U.S. with remote setup.</li></ul><p><br></p><p><strong>Compensation & Benefits</strong></p><ul><li><strong>Compensation:</strong> <strong>$100,000–$150,000 OTE (On-Target Earnings)</strong></li><li><strong>Benefits:</strong> PTO and paid holidays</li><li>Health insurance with company contribution</li><li>Fully remote flexibility</li><li>A culture that rewards hustle, ownership, and good vibes</li></ul><p><br></p><p> Ready to lead, elevate your team, and deliver exceptional client outcomes?</p><p><strong>Apply today</strong></p>

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When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

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Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

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Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

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