Client Success Manager, Scale (Remote)

FMG; United States; Remote; USD 45,000 - 56,000; Full time

Benefits offered by this job

Generous paid holiday schedule

Full vesting 401(k)

On Demand Pay

Internet & Gym Reimbursement

Company-paid Life Insurance

EAP

Private & secure workspace

Job summary

FMG is seeking a highly motivated Client Success Manager to join our team. This role focuses on proactive engagement, personalized support, and continuous process improvements to enhance the client experience across our platform.

You will act as the liaison between clients and internal teams, stay current with market trends, and leverage feedback to identify growth opportunities and drive product innovation. Strong communication and a solutions-minded mindset are essential.

Qualifications

• Proven experience in a client success or support role, preferably within the insurance or technology industry.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.
• Detail-oriented, organized, and able to juggle multiple priorities with grace.
• Strong problem-solving skills and the ability to think critically and creatively.
• A proactive and results-driven approach to client success and engagement.
• Self-motivated and able to function both independently and within a team structure.
• Comfortable brainstorming and offering creative solutions to challenges big and small.
• Quick on your feet and able to field questions and challenges as they happen.
• Excellent follow-up and follow-through skills.
• Ability to learn our process and systems with an open mind.

Responsibilities

• Coordinate a multi-touch outreach program to engage clients monthly.
• Lead post-launch client communications on platform features.
• Act as liaison between clients and internal teams to deliver proactive support.
• Stay up-to-date on market demands and translate feedback into improvements.
• Coordinate and manage continuous process and workflow improvements.
• Leverage client feedback to assist in developing new product ideas.
• Exceed client expectations with personalized support and resources.
• Serve as product expert by answering questions and sharing best practices.
• Participate in ongoing team meetings to review ideas and feedback.
• Use Google G Suite, Slack, and other tools to support clients.
• Access to a private & secure workspace and reliable internet setup.

Skills

Client success

Customer support

Communication

Interpersonal skills

Problem-solving

Multitasking

Relationship building

Independent work

Team collaboration

Insurance knowledge

Technical aptitude

Tools

Google G Suite

Slack

Job description

What We Do

We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth.

Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place.

About Our Culture

At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we’ve grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally.

Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace.

We’re building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you’ll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let’s create something extraordinary together!

Our Employee Benefits

At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package.

• Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown.
• Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave.
• Our robust insurance plan includes:
  • Medical with $0 co-pay Telehealth plan
  • Dental
  • Vision
  • Health Savings Account (HSA) with generous employer contributions
  • Flexible Spending Accounts (FSA)
  • Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
  • Company-paid Short & Long Term Disability coverage
  • Company-paid Employee Assistance Program (EAP)
• Matching 401(k) with immediate full vesting
• On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit
• Internet & Gym Reimbursement!
• We’ll provide you with the work computer equipment you need to set you up for success!
• Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style!

About the Role

We are seeking a highly motivated Client Success Manager to join our team. This position will be responsible for managing and enhancing the client experience through proactive engagement, personalized support, and continuous process improvements.

This is a multi-faceted position that requires a dynamic individual who can act as a liaison between clients and internal teams, stay current with market trends, and leverage client feedback to identify growth opportunities and drive product innovation.

If you are a dedicated and client-focused professional with a passion for enhancing the client experience, we would love to hear from you!

Compensation This position offers $50,500/per year

Primary Responsibilities & Expectations

• Coordinate and manage a multi-touch outreach program that offers a human touchpoint to each client each month through a combination of proactive outbound calls, group training, and emails.
• Serve as post-launch client-facing lead on communicating platform capabilities, product rollouts and new feature adoption.
• Act as a liaison between clients and internal teams to deliver proactive and consultative customer success that drives partnership, customer satisfaction and mutual success.
• Stay up-to-date on market demands (insurance industry, market trends, etc.) and collaborate with internal teams to identify and prioritize product improvements based on customer feedback.
• Coordinate and manage continuous process and workflow improvements.
• Leverage client feedback and requests to assist in the development of new ideas for product offers and features in order to enhance the client experience.
• Exceed client expectations by providing personalized support, valuable resources, and ongoing engagement.
• Serve as product expert by answering client questions, sharing best practices, making recommendations, and collaborating on client resources.
• Participate in ongoing team meetings to review ideas, feedback, and related activity.
• Leverage our full suite of cutting-edge tools and apps, including Google G Suite, Slack, and others.
• Access to a private & secure workspace, free from distractions
• Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor
• An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps)

Skills and Qualifications

• Proven experience in a client success or customer support role, preferably within the insurance or technology industry.
• Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal teams.
• Detail-oriented, organized, and able to juggle multiple priorities with grace.
• Strong problem-solving skills and the ability to think critically and creatively.
• A proactive and results-driven approach to client success and engagement.
• Self-motivated and able to function both independently and within a team structure.
• Comfortable brainstorming and offering creative solutions to challenges big and small.
• Quick on your feet and able to field questions and challenges as they happen.
• Excellent follow-up and follow-through skills.
• Ability to learn our process and systems with an open mind.

At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work.

We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact [e-mail].

You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/