Client Relations Lead

Job Title : Customer Success Manager (CSM)

Location : Remote (Working in PST Time Zone)

Type : Full-Time

Compensation : Up to 50K per month

Experience : 2-3 years required

Industry : Insurance Advisory

About the Organization :

We are a U.S.-based insurance advisory firm offering personalized insurance solutions to individuals and businesses across the United States. Our focus is on delivering exceptional customer service, clear communication, and seamless support throughout the client journey. We aim to simplify the insurance process by providing reliable guidance and a professional, client-first experience.

We are looking for a highly organized and detail-oriented individual with excellent communication skills to join our team and ensure smooth coordination between clients, advisors, and internal stakeholders.

Position Overview :

The Customer Success Manager (CSM) will serve as the primary point of contact for clients and advisors, ensuring efficient communication, timely follow-ups, and accurate documentation. This role requires strong coordination abilities, professionalism, and the capacity to work independently in a fast-paced remote environment aligned with Eastern Standard Time (EST).

Key Responsibilities :

• Manage and maintain founders’ calendars by scheduling, organizing, and following up on all client meetings.
• Handle client email communication through company and founder accounts reviewing, prioritizing, and responding promptly and professionally.
• Prepare and share detailed meeting notes after each discussion, ensuring accurate documentation in the CRM platform.
• Coordinate effectively with advisors to ensure seamless and timely client communication and service delivery.
• Upload, organize, and maintain updated client documents and data in the CRM.
• Directly engage with clients to address queries, schedule meetings, and provide high-quality support.
• Track client deliverables and follow up with internal team members as needed.
• Maintain a high level of professionalism, confidentiality, and responsiveness across all interactions.
• Support leadership in enhancing client experience and operational workflows.

Requirements :

What We Offer :