Client Success Strategist - Project Management & Account Growth

Location

100% Remote (US Only)

Note: We are currently hiring in the US, with the exception of Alaska, California, Colorado, the District of Columbia, Hawaii, Illinois, Iowa, Maine, Massachusetts, Minnesota, Montana, New Hampshire, New York, North Dakota, Oregon, South Dakota, Washington State, and Puerto Rico.

Summary

We are seeking a Client Facing Associate-Strategist who is passionate about helping clients grow their businesses. In this role, you will take ownership of client accounts, actively designing and overseeing project plans that address client needs. By streamlining workflows and eliminating pain points, you will enable clients to focus on what they do best. You will play a crucial role in ensuring that services are delivered on time while identifying new opportunities for efficiency and improvement. If you thrive in a dynamic, client-focused environment and have a knack for strategic planning, we would love to hear from you.

Core Purpose

Our goal is to create freedom for people to do what they love and make a big impact.

Core Values

• Innate Spirit of Helping Others: We provide intentional and thoughtful support, stepping in wherever we can add value.
• Enthusiasm for Excellence: We bring more than just a positive attitude; we invest our time and energy to develop a genuine enthusiasm for our clients and their businesses.
• Support and Respectful Challenge: We foster an environment of mutual support and respectful challenge to ensure the best contributions from our team.
• We Do What We Say: We create a culture of accountability that drives alignment and results for our clients and our team.
• Professional Authenticity: We believe in solution-oriented, thoughtful feedback and open, honest, and gracious communication.
  
  

Key Skills & Qualifications

• Expertise in project planning, process design, and project oversight.
• Ability to manage workflows and design strategies for better time management.
• Strong enthusiasm for supporting growing business owners.
• Exceptional communication skills and a strong work ethic.
• Experience in managing relationships and delegating work.
• Proficiency in customer service, delegation, and process improvement.
• Excellent problem-solving and time-management skills.
• Strong technical background, with experience using G-Suite and other digital tools.
• Proven ability to listen, understand, and execute complex written and verbal instructions.
  
  

Key Responsibilities

• Drive account success, retention, and satisfaction, fostering long-term client relationships.
• Oversee multiple client accounts and manage project management, processes, and system design.
• Customize and develop project plans, processes, and systems tailored to client priorities and goals.
• Monitor project progress and ensure services are delivered on time.
• Proactively identify and address potential project barriers.
• Develop delegation and automation strategies to enhance efficiency.
• Facilitate weekly accountability calls with clients and implementers.
• Regularly review and update client files and processes.
• Mentor and support new team members through shadowing and guidance.
• Represent our core values in every client interaction.
  
  

Benefits

• Paid Time Off (PTO)
• Health Insurance Plan
• 401(k) Plan
• Short-Term/Long-Term Disability Insurance
• Supplemental Life Insurance
• 100% Work-from-Home
• Professional Development Opportunities
  
  

Salary

$40,000 annually (salaried)

If you’re excited about the opportunity to be part of a close-knit, results-oriented team with a supportive and transparent leadership environment, we encourage you to apply today!

Employment Type: Full-Time