OPERATIONS AND CLIENT SUCCESS MANAGER
My Virtual Mate · Remote · remote · Posted 2d ago
Undisclosed5–6 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
1. Client Communication & Retention
Must Have Skills - Manage day-to-day communication across multiple client accounts.
- Respond to client queries, schedule meetings, and provide regular progress updates.
- Gather client feedback, resolve concerns, and proactively address issues that could affect client satisfaction or retention.
- Build strong, long-term client relationships.
- Identify opportunities for account expansion, additional services, and upselling.
- Coordinate with internal teams to ensure client expectations are met.
- Coordinate onboarding, campaigns, projects, and ongoing client deliverables.
- Manage and review tasks, deadlines, and project progress using Asana.
- Follow up with team members to ensure timely and accurate task completion.
- Identify operational bottlenecks, clarify responsibilities, and drive issues toward resolution.
- Keep clients and internal teams aligned on priorities, timelines, and next steps.
- Improve workflows to increase efficiency, productivity, and delivery quality.
- Track client payments and follow up on overdue invoices.
- Maintain accurate commission records and coordinate confirmations and collections.
- Gather and organize information required for payroll coordination.
- Maintain organized records of client accounts, system access, logins, and operational documentation.
- Support the founder with daily operational priorities and administrative coordination.
- Develop and maintain processes that improve consistency and accountability.
- Monitor agreed working hours, team availability, and required activity reports.
- Follow up on missed deadlines, incomplete tasks, and unfulfilled commitments.
- Ensure team members understand their responsibilities and priorities.
- Maintain clear communication across teams and escalate issues when necessary.
- Encourage ownership, accountability, and consistent performance.
- Identify opportunities to improve team productivity and operational processes.
- Support client retention and identify potential risks to recurring revenue.
- Coordinate upselling opportunities and additional service requirements.
- Help maintain visibility into client account status, outstanding payments, and revenue-related activities.
- Work with the founder to improve operational performance and client experience.
- Support the development of scalable systems and processes as the business grows.
- Proven experience in operations management, client success, account management, project coordination, or agency management.
- Excellent written and verbal communication skills.
- Strong organizational and time-management abilities.
- Experience managing multiple clients, projects, or workstreams simultaneously.
- Ability to follow up on deadlines, monitor task completion, and hold team members accountable.
- Confidence in handling client concerns, payment follow-ups, and difficult conversations professionally.
- Strong problem-solving skills and the ability to resolve operational issues independently.
- Commercial awareness, including an understanding of client retention, revenue growth, and account expansion.
- High attention to detail when maintaining records, tracking payments, and coordinating administrative processes.
- Proactive working style with the ability to take ownership without constant supervision.
- Comfortable working remotely and collaborating directly with company leadership.
- Experience working in a digital marketing agency, AI agency, lead generation company, or client services business.
- Familiarity with GoHighLevel (GHL).
- Experience using Asana or other project management tools.
- Understanding of Meta Ads and digital advertising campaigns.
- Knowledge of lead generation systems, sales funnels, and appointment-booking workflows.
- Exposure to AI calling systems, automated follow-ups, CRM workflows, and customer acquisition tools.
- Experience coordinating client onboarding and service delivery.
- Previous involvement in client upselling, renewals, retention strategies, or revenue expansion.
- Experience working with international clients and distributed remote teams.
- Familiarity with commission tracking, payment collection, and operational reporting.
- Meaningful ownership: Take responsibility for a key part of the business and contribute to operational improvements.
- Growth potential: Opportunities to increase earnings and responsibilities based on demonstrated performance and business contribution.
- Direct founder collaboration: Work closely with leadership and contribute ideas that influence business decisions.
- Exposure to AI and marketing: Gain practical experience with AI calling, lead generation, automated follow-ups, and appointment-booking systems.
- Remote flexibility: Work with an international team, with opportunities open to candidates regardless of location.
- Long-term career development: Build toward broader operational and leadership responsibilities as the business scales.
Skills & Technologies
Operations, ClientSuccess, ProjectManagement, AccountManagement, ClientRetention, TeamCoordination, Leadership, Communication, Organization, Accountability, ProblemSolving, ProcessImprovement, PaymentTracking, Administration, Upselling, RevenueGrowth, CRM, Asana, GoHighLevel, LeadGeneration, MetaAds, Automation, Reporting, TimeManagement.
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
AutomationAgency ManagementcrmClient SuccessClient OnboardingClient RetentionAsanaadvertisingCommunication SkillsAdministrationClient SatisfactionDigital AdvertisingCustomer Acquisitionaccount managementArtificial Intelligence