Client Success Manager/Onboarding specialist

  • Full-Time
  • Remote
  • 2,000-2,000 USD / Month
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Job Description:

Client Success Manager/Onboarding specialist

  • Working Hours: 9 hours, from 4:00 PM till 1:00 AM Beirut Time
  • Working Days: 5 days a week
  • Days Off: Saturday and Sunday
  • Work Location: Fully-remote, you can work from anywhere
  • Salary Range: 2,000$ per month


Company Overview

It designs and runs done-for-you lead generation systems for US insurance agents, combining Meta ads, high-converting funnels, and a GoHighLevel CRM with AI-driven follow-up—typically launched within 7 days. The company is automation-first, process-driven, and focused on measurable outcomes that help agents write more policies, faster.

You’ll join a team that values speed, ownership, and clarity. Every system is built to scale with clean SOPs, smart use of AI, and a culture that rewards proactive problem-solving and great client communication. If you enjoy building world-class marketing systems and seeing the direct impact of your work, this is the place for you.

Mission

We’re looking for a senior-level Client Success Manager/Onboarding specialist who is both a GoHighLevel power user and a Meta Ads expert—and who truly shines with clients. You’ll own onboarding end-to-end, launch new accounts in 7 days, and lead client success through clear diagnostics, fast fixes, and proactive communication.

Day to day, you’ll run Zoom onboarding calls, build GoHighLevel sub-accounts from snapshots, configure domains/A2P/email/phone, set up Meta Business Manager access, QA AI follow-up and lead flow, and then audit performance when results dip. You’ll use AI and automation to speed up delivery, maintain SOPs, and keep tickets moving within 4 hours. If you love balancing technical depth with calm, confident client conversations in a fast-paced environment—you’ll feel right at home.

Key Responsibilities

Your daily tasks will vary, giving you room to learn, grow, and strengthen your skills while supporting the team with excellence. You’ll blend technical implementation with high-quality client communication to drive fast, reliable launches and strong retention.

  • Run onboarding Zoom calls with new clients and set clear expectations and timelines
  • Build GoHighLevel sub-accounts from snapshots, including pipelines, calendars, workflows, funnels, custom fields, and user permissions
  • Complete A2P 10DLC registration and configure phone numbers for calling/SMS
  • Set up domains and email (DNS, SPF/DKIM/DMARC) to ensure deliverability
  • Configure Meta Business Manager access: ad accounts, Pages, pixel, payment methods, and permissions
  • Test and QA AI follow-up workflows; confirm leads flow correctly into the CRM and pipeline
  • Launch every new client within 7 days of signing while managing 20+ active onboardings at once
  • Run live Zoom audits for clients with performance concerns and guide them to solutions
  • Diagnose Meta ads issues (cost per lead, frequency, creative fatigue, budget, tracking, and lead quality) and implement fixes
  • Diagnose GoHighLevel issues (speed-to-lead, workflow logic, pipeline configuration) and optimize for faster contact and higher conversion
  • Create clear fix lists, implement or coordinate changes, and follow up to highlight results
  • Proactively check in with clients to spot and resolve issues before they escalate or cause churn
  • Handle support tickets promptly, provide system walkthroughs, and resolve issues within 4 hours
  • Use AI and automation tools (ChatGPT/Claude, n8n/Zapier/Make, webhooks) to streamline processes
  • Write, update, and maintain SOPs to standardize delivery and reduce repeat issues
  • Track and report on KPIs: 90%+ of clients launched within 7 days and strong 90-day retention

Qualifications

  • Years of Experience: 2+ years hands-on with GoHighLevel; 3+ years with Meta Ads/client-facing delivery
  • CRM Tool: GoHighLevel
  • Softwares: Meta Ads Manager, Meta Business Manager, GoHighLevel, n8n, Zapier, Make, webhooks, ChatGPT, Claude, Zoom, DNS/email authentication tools
  • Industry Knowledge Required: US insurance lead generation, performance marketing, CRM automation, and agency delivery
  • Specific Gender: No preference

Skills & Competencies

  • Exceptional client communication on Zoom and in writing; calm under pressure
  • Advanced troubleshooting across Meta Ads and GoHighLevel
  • Ability to explain technical concepts simply to non-technical clients
  • Highly organized; can manage 20+ concurrent onboardings without dropping details
  • Ownership mindset, proactive problem-solving, and KPI accountability
  • Strong QA discipline and attention to detail; SOP creation and maintenance
  • Data-driven with the ability to interpret metrics and translate them into actions

Technical Requirements

  • Own PC or laptop
  • Reliable internet connection (wired connection recommended)
  • Noise-cancelling headset and a quiet, professional workspace
  • Zoom-ready webcam and microphone for daily client calls
  • Ability to manage DNS, domain, and email authentication (SPF/DKIM/DMARC) configurations

Position Description

  • Working Hours: 9 hours, from 4:00 PM till 1:00 AM Beirut Time
  • Working Days: 5 days a week
  • Days Off: Saturday and Sunday
  • Work Location: Fully-remote, you can work from anywhere
  • PTO (Paid Time Off): You may request time off anytime with advanced notice
  • Salary Range: 2,000$ per month