Team Lead – Success at Scale

FMG

. Lead, coach, and develop a team of Client Success Managers .

Posted 10/23/2026full-timeRemote • United StatesSenior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading and developing Client Success teams, focusing on client satisfaction, retention, and engagement. Proficient in utilizing data-driven metrics to enhance client relationships and team performance.

Highest-signal resume keywords

Client Success ManagementTeam LeadershipRetention MetricsCoaching SkillsData-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Health MonitoringOutreach Program ManagementProcess ImprovementAI and Automation ImplementationOnboarding and Training

Soft Skills

Excellent CommunicationRelationship BuildingProactive Problem SolvingOrganizational Skills

Tools & Technologies

CRM SoftwareClient Success PlatformsData Analytics Tools

Industry Keywords

InsuranceFinancial ServicesTechnologyClient Advocacy

About the role

Key responsibilities & impact

Lead, coach, and develop a team of Client Success Managers
Set goals and hold the team accountable to client satisfaction, retention, and engagement targets
Manage team capacity and coverage
Hire, onboard, and train new team members
Build a culture of ownership and client advocacy
Own the multi-touch outreach program providing every FMG and Agency Revolution client with a monthly human touchpoint through calls, group training, and email
Develop and maintain clear outreach playbooks and cadences
Monitor client health, adoption, and retention
Identify at-risk accounts early and act as escalation point for complex client situations
Partner with Sales, Product, Marketing, and Support on post-launch communication of new features
Turn client feedback and market trends into product improvements
Improve team processes and tooling, including AI and automation
Report team performance and client outcomes to leadership

Requirements

What you’ll need

Proven experience leading a client success, account management, or support team, preferably in insurance, financial services, or technology
Track record of managing retention and satisfaction across a large, high-volume book of clients
Strong coaching skills and a history of developing talent and building accountable teams
Excellent communication and relationship-building skills with clients, teammates, and executives
Data-driven and analytical, comfortable using client health and retention metrics to make decisions
Organized, proactive problem solver who follows through and adapts quickly
Openness to new tools, including CRM, client success platforms, and AI-enabled workflows
Access to a private and secure workspace free from distractions
Availability during the assigned work schedule for regular duties and responsibilities
Internet connection with speeds of at least 5 Mbps down / 3 Mbps up

Benefits

Comp & perks

Generous paid holiday schedule, including a full week off for the Winter Holiday Shutdown
Paid vacation, sick days, parental leave, and bereavement leave
Medical insurance with $0 co-pay
Telehealth plan
Dental insurance
Vision insurance
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 with same-day deposit
Internet reimbursement
Gym reimbursement
Work computer equipment provided
In-person and virtual employee events
FMG swag
Equal opportunity and accommodation support