Client Success Specialist

The Role:

We’re looking for a Talent Success Specialist to own the long-term performance, satisfaction, and retention of the Virtual Assistants (VAs) we place inside insurance agencies. This role blends people coaching, structured accountability, and problem-solving. You’ll be the key link between the Virtual Assistant, their client, and our success team making sure everyone is aligned and thriving.

You will be responsible for :

• Build strong relationships with assigned VAs through recurring 1:1s
• Monitor satisfaction, professionalism, schedule compliance, and communication
• Catch performance or engagement issues before they become fires
• Lead escalations coordinating with the Client Success team when needed
• Mentor VAs on how to grow inside their agency placement
• Keep VA scorecards accurate and up to date
• Own retention outcomes for your assigned VA portfolio
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