Client Success & Retention VA (Account Management & Client Check-ins)

We are a U.S.-based accounting and advisory group serving over 200 clients across multiple industries. We’re hiring a proactive **Client Success & Retention VA** to maintain relationships, track satisfaction, and identify opportunities to improve retention.

You’ll reach out to clients via email, confirm they’re satisfied with our service, and ensure that nothing falls through the cracks.

Responsibilities:
- Schedule and perform monthly or bi-monthly check-ins via email or short call
- Send “How are things going?” client satisfaction messages
- Track responses and feedback in ----------
- Update CRM (Pipedrive) with client activity and notes
- Escalate issues or complaints to the operations manager
- Identify upsell or referral opportunities
- Maintain renewal and retention tracking dashboard

Requirements:
- Excellent written English and professional tone
- Experience with CRM or client communication tools
- Organized, dependable, and responsive
- Friendly and personable communicator
- Background in client success, account management, or support preferred

Schedule & Availability:
- 15–20 hours per week
- Must be available **Monday–Friday, 10 AM–2 PM EST (U.S.)** overlap
- Flexible schedule outside of this window for follow-ups

Compensation:
**$500–$700 USD/month**

Tools Used:
---------- , Pipedrive, Google Workspace, Gmail, Slack

To Apply:
Send:
1. Your resume
2. A sample client check-in or feedback email you’ve written
3. A 1–2 minute Loom introducing yourself

???? Subject line: **Client Success VA – [Your Name]**