About the Role
We’re on the hunt for our next Client Success Shark — someone hungry, driven, and ready to own client relationships while fueling growth at Elevate Teams. If you’re ambitious, proactive, and thrive in a fast-paced environment, this is your chance to build a career that rewards hustle, accountability, and impact.
At Elevate Teams, we operate under the EOS (Entrepreneurial Operating System) structure, which means clarity, discipline, and accountability are at the heart of how we work. You’ll have clear expectations, measurable outcomes, and a team aligned on the same vision.
This isn’t just another “account management” role. As a Client Success & Growth Manager, you’ll:
- Build trust and loyalty with key clients.
- Protect revenue by anticipating risks before they become churn.
- Drive expansion by surfacing upsells, referrals, and growth opportunities.
- Deliver consistent value through check-ins, QBRs, and success stories.
- Invest deeply in relationships by understanding the key details that truly drive the client's success and Elevate’s growth.
- Apply a high level of problem-solving skills, thinking strategically, and tackling everything from minor issues to complex client needs with creativity and precision.
You’ll be part of a high-performance team that lives our values: Be Great, Good Vibes, Curious, Grit, Poised, Defender, and Extreme Ownership. These aren’t just words they define how we work, grow, and win together.
Key Responsibilities
Retention Drivers
- Serve as the trusted relationship owner for multi-VA and expansion-ready clients.
- Run a consistent success cadence (check-ins, QBRs, client health reporting).
- Identify churn risks early and resolve escalations with speed and poise.
- Stay informed on client-specific business drivers, ensuring conversations address what matters most.
Growth Drivers
- Lead strategic growth conversations that tie directly to client ROI.
- Surface upsell and referral opportunities through proactive engagement.
- Deliver expansion-focused proposals and measurable results.
- Leverage client insights to connect Elevate’s value to client priorities.
Operating Rhythm
- Daily: scan client issues and escalate fast.
- Weekly: deliver client health reports and growth updates.
- Monthly: run QBRs, capture case studies, and reduce “red” accounts.
- Maintain a rhythm of proactive outreach investing in relationships with forward-looking conversations that go beyond structural touchpoints.
- Demonstrate strong problem-solving and strategic thinking in all client interactions, from troubleshooting operational pain points to navigating complex growth initiatives.
Requirements
- Proven leadership experience managing, mentoring, and developing a team (must have direct team management experience).
- Excellent communicator with proven relationship-building skills.
- Strong ownership mindset nothing slips through the cracks.
- Hustle and resilience in fast-moving, high-stakes environments.
- High-level problem-solving skills with the ability to think strategically and execute effectively on solutions.
- Experience in client success, account management, or growth roles preferred.
- Insurance/industry knowledge is a plus (we\'ll train you if not).
- Located in the U.S. with reliable internet and professional workspace.
Compensation & Benefits
- Base Salary: $85,000–$125,000
- Variable Incentive: 10–25% of base
- Health insurance with company contribution.
- Paid time off and holidays.
- Fully remote flexibility.
- A culture that rewards hustle, proactive ownership, and good vibes.
💡 Ready to prove you're the next Client Success Shark and elevate your career while helping us revolutionize how businesses build stronger teams?
👉 Apply today — let's build something great together.