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Client Success Manager

Role overview

Qualifications

  • 5+ years in client success, account management, or service operations
  • 2+ years managing a team with direct reports
  • Advanced CRM skills, preferably HubSpot
  • Experience in financial services, legal services, or business consulting preferred

Responsibilities

  • Lead client success team day to day and report to EVP of Operations Technology
  • Own the team's performance against its goals
  • Manage escalations and resolve client concerns
  • Ensure data quality and deliver weekly reporting

Key facts

  • Remote from: United States
  • Full time
  • Senior (5-10 years)
  • Client Success Manager
  • English

Hard skills

Other skills

  • Team Management
  • Communication
  • Problem Solving
  • Detail Oriented

About the company

EIDLexit logo

EIDLexit

Business Consulting & Services

EiDLexit helps business owners navigate and resolve complex SBA EIDL and SBA 7(a) loan challenges. We work with clients to minimize personal liability, address compliance risks, and pursue the most appropriate resolution strategy. Our approach combines practical operating experience with deep understanding of SBA processes. Our services include: • SBA EIDL and 7(a) resolution strategy • Business dissolution guidance at state and federal levels • Preparation and submission of SBA closure packages • Corporate veil reinforcement and risk mitigation • Formation of legally structured business entities By addressing potential vulnerabilities and ensuring proper documentation, EiDLexit helps business owners move forward with clarity and peace of mind.

Company details

IndustryBusiness Consulting & Services
Company size11 - 50

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Job description

Client Success Manager

Full-Time | M–F 8:30–5:30 Central | 100% Remote (U.S.)

  • $65,000–$80,000 base salary
  • You lead the team — coaching, KPIs, and the escalations only you can resolve
  • A builder seat — you put the management rhythm in place as we scale

About Us

At EIDLexit we help small business owners close their businesses and resolve their SBA EIDL loans. Many come to us financially distressed and unsure where to turn. We guide them through a structured three-phase process — Onboarding, Business Closure, and EIDL Resolution — so they can close this chapter with clarity, compliance, and dignity.

As a Christian-led organization, we are grounded in faith, integrity, compassion, and respect. We are a mission-driven, fully remote team, and we are growing quickly.


The Role

You lead our client success team day to day and report to our EVP of Operations & Technology. You are the senior escalation point for the team and for our clients, and you own the team's performance against its goals.

This is a builder role. You put in place the management rhythm and quality standards that let us scale without losing the care our clients depend on.

What You Own

  • Your people. One-on-ones, clear goals and KPIs for every role, and performance reviews that hold no surprises
  • Escalations. You are the senior point for team questions and client concerns, and you resolve issues at your level whenever you can
  • The operating rhythm. The weekly pipeline review and the daily and weekly cadence that keeps every client moving forward
  • Record quality and reporting. You own data quality in HubSpot and deliver weekly pipeline reporting to leadership
  • Quality of what goes out. You review client-, SBA-, and Treasury-facing deliverables, growing into final quality approval
  • Training and standards. The team training program, knowledge resources, and standard operating procedures
  • Client satisfaction, start to finish. From day one of an engagement through offboarding, testimonials, and referrals
  • The handoffs. You partner with Sales on handoffs and payment follow-up, and help plan team capacity and hiring


What We're Looking For

  • 5+ years in client success, account management, or service operations, including 2+ years managing a team with direct reports
  • A record of moving team numbers — cycle time, quality, client satisfaction
  • Steady with hard conversations. You handle difficult or emotionally charged client situations with professionalism and firm boundaries
  • A sharp eye for detail when reviewing documentation
  • Advanced CRM skills — HubSpot strongly preferred — and comfort managing from dashboards and data
  • Process builder. You have built processes, training programs, or operating cadences in a growing organization
  • Clear, direct, and empathetic written and verbal communication

A strong plus: experience in financial services, legal services, or business consulting · familiarity with SBA programs, EIDL loans, or business closure · experience introducing tools to a team and driving adoption · startup or high-growth experience where the management system was still being built


What We Offer

  • Work that matters. You help business owners through one of the hardest moments of their professional lives
  • Real ownership. You shape how a growing team works, with direct access to the executive team
  • Four weeks PTO a year — one week granted the day you start
  • All national holidays paid, plus Good Friday and Christmas Eve
  • Health insurance and retirement launching Q1 2027
  • Fully remote within the U.S.


Position Details

Full-time W-2, 100% remote, open to candidates across the United States. You must be legally authorized to work in the U.S. as a W-2 employee — we do not sponsor visas. A few states may be unavailable depending on where we are registered to employ; we will tell you early if yours is one of them.


How to Apply

We'll tell you every stage and about how long each one takes before you start. We don't ghost candidates — you will hear back either way.
 

EIDLexit is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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