Head of Client Success

1 week ago

Florida, United States Elevate Teams Full time $100,000 - $150,000 per year

About the Role

We're looking for our next
Head of Client Success
a proactive leader ready to
own client relationships
and
lead a high-performing team
while driving growth at Elevate Teams.

If you're ambitious, strategic, and thrive in a fast-paced, high-accountability environment, this is your opportunity to make a lasting impact.

At Elevate Teams, we operate under the
EOS (Entrepreneurial Operating System)
meaning
clarity, discipline, and accountability
drive everything we do. Every team member works toward measurable outcomes and a shared vision.

Our culture is grounded in our
core values
:
Be Great, Good Vibes, Hustle, Curious, Poised, and Defender
values that shape how we lead, collaborate, and grow together.

This isn't just another management role. As
Head of Client Success
, you'll lead both our
internal team
and
client relationships
, ensuring exceptional delivery, retention, and growth.

Key Responsibilities

Leadership & Retention

  • Lead, coach, and develop the Client Success team to deliver consistent results.
  • Serve as the trusted relationship owner for clients with
    multiple virtual assistants (VAs)
    .
  • Run client success cadences (check-ins, QBRs, health reports) to maintain retention and satisfaction.
  • Identify and resolve risks quickly with professionalism and poise.

Growth & Strategy

  • Drive strategic conversations tied directly to client ROI and long-term growth.
  • Surface upsell and referral opportunities through proactive engagement.
  • Collaborate with senior leadership (COO and executive team) to refine success strategies.
  • Use data and insights to demonstrate Elevate's value to clients and inform decision-making.

Operations & Continuous Improvement

  • Maintain consistent communication rhythms:
  • Daily:
    scan for client issues and escalate rapidly.
  • Weekly:
    deliver performance updates and growth reports.
  • Monthly:
    conduct QBRs, capture success stories, and reduce "at-risk" accounts.
  • Foster a culture of
    continuous improvement
    ,
    curiosity
    , and
    ownership
    .
  • Ensure client feedback loops translate into process and product improvements.

What Makes You a Fit

  • Proven experience
    leading and mentoring teams
    within client success or operations.
  • Strategic thinker with an
    owner–operator mentality
    — you treat the business as your own.
  • Excellent communicator with the ability to manage both clients and internal staff.
  • Highly organized, data-driven, and solutions-oriented.
  • Strong problem-solving skills and comfort thriving under pressure.
  • Experience in client success, account management, or BPO operations preferred.
  • Insurance industry experience a plus (training available).
  • Located in the U.S. with remote setup.

Compensation & Benefits

  • Compensation:
    $100,000–$150,000 OTE (On-Target Earnings)
  • Benefits:
    PTO and paid holidays
  • Health insurance with company contribution
  • Fully remote flexibility
  • A culture that rewards hustle, ownership, and good vibes

Ready to lead, elevate your team, and deliver exceptional client outcomes?

Apply today

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