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Strategic Business Operations Professional | Customer Experience Specialist
Lead Customer Success Manager
Reports to: Senior Customer Success Manager
Location: Remote
Type: Full-time, 1099 Contractor
The Role
We’re looking for a Lead Customer Success Manager who thrives at the intersection of client service, team support, and operational excellence. This is a high-touch, hands-on role where you’ll manage a portfolio of 30–50 clients through the complex process of relocating abroad, while also acting as a steady, strategic support for our broader Customer Success team.
You’ll collaborate daily with relocation partners, including immigration lawyers, tax advisors, school agencies, and real estate professionals, while helping fellow CSMs navigate challenges, clarify workflows, and stay aligned with best practices. This is a great fit for someone who’s been a strong CSM and is ready to step into more team leadership and process refinement, without direct people management responsibilities (yet).
What You’ll Do
- Serve as the primary point of contact for 30–50 clients at a time throughout their full relocation journey—from onboarding through post-move support
- Own client timelines, coordinate with internal and external stakeholders (lawyers, housing agents, etc.), and ensure clear communication throughout
- Deliver a concierge-level experience with empathy, attention to detail, and a proactive mindset
- Support CSMs by answering questions, troubleshooting challenges, and ensuring SOPs and playbooks are followed
- Act as the first line of escalation for client issues before they reach the Senior CSM
- Help onboard and train new CSMs, sharing tools, templates, and examples to support consistency
- Identify process gaps or inefficiencies and work with the Senior CSM to propose and implement solutions
- Maintain accurate documentation in tools like Notion, GSuite, and our CRM to ensure visibility across the team
- Collaborate cross-functionally with Sales and Ops to ensure a seamless client experience
- Share insights with the Senior CSM to inform team-wide strategies and improvements
Who You Are
- A high-performing CSM ready to take on more responsibility and team impact
- A natural organizer and communicator who keeps details in order and timelines moving
- Calm, empathetic, and clear when clients feel overwhelmed
- Process-driven but flexible—able to follow structure and adapt when needed
- Eager to mentor others and share what works (and what doesn’t)
- Comfortable juggling client relationships while also supporting a fast-moving team
What We’re Looking For
- 3+ years in Customer Success, Client Services, or Account Management
- Experience managing high-touch client relationships and complex service delivery
- Experience supporting junior team members or new hires
- Strong organizational skills, with the ability to manage multiple timelines at once
- Excellent written and verbal communication
- Proficiency with tools like Slack, Notion, Google Workspace, Zoom, Fathom, AI tools and CRM platforms
Bonus points for:
- Background in relocation, immigration, or high-touch service industries
- Familiarity with the Spanish visa process or experience living abroad
What Success Looks Like
- High client satisfaction and retention across your portfolio
- Fewer internal bottlenecks and escalations
- Clear, well-documented processes followed by the CS team
- Smooth collaboration with partners and internal teams
- Strong partnership and communication with the Senior CSM
Why Join Us
- Help people transform their lives by relocating abroad
- High-impact, high-autonomy role at a fast-growing company
- Fully remote team with a culture of ownership and empathy
- Opportunity to grow into a formal leadership role as the CS team scales
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