Role type:Full-time, full remote

Schedule:EST

Salary:$3,000 USD per month + bonuses

Overview

The company is a fast-growing web design and SEO agency helping local service businesses dominate Google and book more jobs. Their team is lean, remote, and highly performance-driven. If you're looking for a role with responsibility, growth, and freedom this is it.

They're looking for a sharp, organized, and proactiveClient Success Managerwho can own project flow, drive client outcomes, and stay 10 steps ahead.

This isn't just a support role you'll be mission-critical to how they deliver insane results for local service businesses (contractors, pool builders, roofers, etc.) across the U.S.

The primary mission of the CSM Support and Onboarding Specialist Manager is to oversee the successful onboarding process of each client and assist the specialists.

Responsibilities:

Reports to CEO
Onboarding clients successfully, accurately and on time.
It is your responsibility to delegate or complete, monitor and ensure the completion of asset creation, both internally and externally, and to find new and creative ways to drive better team functionality.
Your mission is not only to support the needs and requests of the Specialists and CEO but to be a solution resource that will help the entire team become faster and better. This includes:
Creating and posting SOPs for new and existing processes
SOP creation and posting for employee training,
Overseeing the creation of Client Projects in Clickup.
Ensuring all client campaigns structures are filled out: client roster, client projects, google drive, etc.
Spearheading and building out internal structures to improve efficiency; looking for and communicating places to specifically track better data and decrease client TTL.
Ensuring all GBPs are getting posted on, once per week, reporting is getting sent monthly, client emails are being responded to within 24 hrs, pushing all projects forward and identifying bottlenecks.
Compile, monitor and report on client results and campaign data to senior members of the team on a weekly basis.
Be a rock solid source of information and solutions for all team members, specifically the fulfillment Specialists.
Oversee your team's progress, results, training and overall success in their own roles. Communicate needs to management.
Fill out your EOD report, every day.

What You'll Own

Full client onboarding process from intake to launch
Daily oversight inside ClickUp to ensure nothing slips
Clear, professional communication with clients (email, Slack)
Coordination with internal team (designers, ads, SEO) to keep projects on track
Accountability for deadlines, follow-ups, and client expectations
Light technical knowledge of Meta Ads, SEO, and Google Business Profiles is a major plus

You Should Be...

Extremely organized and reliable yourClickUpboards are clean and tight
A confident communicator you keep things calm, professional, and productive
Highly proactive you don't wait for instructions, you hunt down problems and solve them
Familiar with client-facing tools:ClickUp, Slack, Figma (view-only), Google Drive
Industry-aware:you understand the mindset of local contractors and what they value
Fast learner, comfortable managing 1020 projects at once

Bonus Points If You Have....

Experience in an agency environment
Worked with Meta Ads, GBP, LSA, or service-based SEO
Led onboarding before or helped build SOPs/processes

OUTCOMES:

Complete client onboarding tasks in a timely manner, accurately and successfully.
A client campaign should be launched 7 days after they are onboarded
Work on improving the 7 day launch date with the team.
Become a Subject Matter Expert on company processes and software
Create and post SOPs for new and existing processes, find areas to improve efficiencies and monitor client campaigns
Always be looking for ways to improve your processes.
Train and support other team members.
Creating training materials for new hires and get them integrated onto the team
Oversee your teams progress and results
Prepare material so we can grow the team alongside and below you.
Support CSMs
Create training materials for new CSMs
Work with CEO to train new CSMs

COMPETENCIES:

Organized:Able to properly organize, maintain, and monitor multiple accounts and tasks without things falling through the cracks.
Service-Oriented:Genuinely enjoys helping people achieve the outcomes that they want.
Efficiency:Able to juggle multiple tasks at once and prioritize them correctly and efficiently.
Attention to detail:Does not let important details slip through the cracks or derail a project.
Work ethic:Possess a strong willingness to work hard & sometimes put in long hours to get the job done. Has a track record of working hard.
High standards:expects personal performance & team performance to be nothing short of world-class. Complete intolerance for laziness, shortcuts, obvious errors, lack of common sense, and wasted time.

Benefits

Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.
Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you.
Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client's business needs and any specific policies or preferences they may have in this regard.

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