Client Success Lead

About the Role

The Client Success Lead connects the Sales team with Service Delivery . You step in right after a client signs up and make sure their handover to a Virtual Assistant (VA) goes smoothly. Your job is to keep the client engaged, set up clear systems, and ensure work is ready for the VA — all within the first two weeks.

You keep clients confident, make sure VAs are fully prepared, and turn unclear tasks into clear workflows.

Key Responsibilities

1. Client Review & Onboarding Readiness

• Review closed deals to understand the client’s goals, business type, and possible challenges.

• Identify risks early and help prevent client drop-off.

• Audit client tools, files, and routines to find tasks that a VA can take over.

2. Coordination & Communication

• Work closely with the Customer Success and Talent Ac...