Client Success Specialist for TeamUp | Remote Work | EST Schedule

Are you a relationship-driven professional who enjoys working closely with clients and ensuring they feel fully supported every step of the way?If so, this opportunity might be a great fit for you!Join a fast-growing, relationship-focused company that values strong partnerships, clear communication, and delivering a high-quality client experience.In this role, you’ll be the key point of contact for clients - building trust, maintaining consistent check-ins, and ensuring both clients and talent are set up for long-term success. You don’t just care about our company; you also genuinely care about the businesses and teams you support. You take pride in understanding your clients’ challenges, approaching situations with a calm, solutions-focused mindset, and helping them navigate issues with confidence and ease.WHAT’S IN IT FOR YOU?Competitive salary based on skills and experience;Full-time, long-term remote opportunity with stability and growth;Independent contractor arrangement;Work directly with clients and play a key role in relationship building and retention;Be part of a collaborative, fast-paced, and people-first environment;Work alongside and grow with a dynamic global team;Join team retreats, and company engagement activities;Opportunity for professional growth, development, and career progression;Work-from-home setupCOMPANY BACKGROUNDTeamUp is a specialized recruiting partner for accounting, finance, and administrative roles. We support small to mid-sized firms across the US, Australia, and Canada by connecting them with top-tier remote talent - primarily from the Philippines and expanding into Latin America.We focus on building long-term partnerships by ensuring strong alignment between clients and talent. Our goal is not just to fill roles, but to create lasting, successful working relationships that help businesses grow.JOB SUMMARYWe are seeking a proactive and client-focused Client Success Specialist to serve as the main point of contact for clients and help create a seamless, high-quality experience throughout the partnership. In this role, you will manage client relationships through structured onboarding, regular check-ins, and clear, timely communication across all touchpoints. Your main goal is to drive high client satisfaction, successful placements, and long-term engagement between clients and their hires. You’ll also support the success of hires through onboarding guidance, performance coaching, and client–talent alignment, while assisting in resolving client concerns and identifying potential risks early. Working closely with internal teams, you’ll help ensure smooth coordination and continuously contribute to improving processes, outcomes, and the overall client experience.DUTIES AND RESPONSIBILITIESServe as the primary point of contact for clients.Build and maintain strong, long-term client relationships while liaising with clients, partners, and internal teams to ensure alignment and smooth coordination.Conduct structured onboarding and planning for new hires to set them up for success.Conduct regular client check-ins via email, calls, and other touchpoints to align expectations, resolve concerns, and ensure ongoing satisfaction.Ensure clear, timely, and proactive communication across all client interactions.Address and resolve client concerns efficiently and professionally, with a solutions-focused and calm approach.Identify potential risks and take proactive steps to support client retention and satisfaction.Track action items, feedback, and follow-ups from client conversations to ensure accountability and execution.Support alignment between clients and placed talent, including coaching calls, performance improvement plans (PIPs), and ongoing performance support when needed.Conduct quarterly review prompts with clients on their hires and support development planning and performance discussions.Assist and guide clients on people and culture best practices, including engagement, team support, and performance management.Contribute to the development and continuous improvement of client success processes, SOPs, and internal workflows.Maintain strong client relationships to drive satisfaction, retention, and repeat business.Perform other tasks as assigned.QUALIFICATIONS2–4+ years of experience in client success, account management, customer-facing roles, or similarExperience in a multi-client environment such as BPO, shared services, or a professional services firm is highly preferredBackground in HR, recruitment, or talent management is a strong advantageStrong communication and relationship-building skillsExperience working with US-based clients is preferredHighly organized with strong attention to detailAbility to manage multiple clients and priorities effectivelyProactive, solutions-oriented, and accountableAbility to handle concerns and escalations with a calm, patient, and professional demeanorComfortable working in a remote, fast-paced environmentADDITIONAL REQUIREMENTSWe’re open to exceptional candidates based in the Philippines, the Caribbean, or Latin AmericaAbility to work Eastern Time hoursReliable, stable, and high-speed internetDedicated, distraction-free workspaceDESCRIPTION OF IDEAL CANDIDATEAdaptable – You thrive in a fast-paced and evolving environment where priorities can shift quickly. You remain flexible, composed, and effective even when dealing with changing client needs or unexpected challenges.Calm and Patient – You handle pressure and client concerns with a steady, composed mindset. You don’t get easily overwhelmed and are able to think clearly and respond professionally even in challenging situations.Client-Focused – You genuinely care about delivering an excellent client experience and take pride in helping clients succeed. You also care deeply about the client’s team and talent, ensuring both sides are supported and set up for success.Highly Organized – You are able to manage multiple clients and priorities without losing attention to detail. You stay on top of follow-ups, action items, and deadlines to ensure nothing falls through the cracks.Positive & Personable – You bring a great personality and positive energy to your interactions. You build strong relationships easily because people enjoy working with you and trust your approach.Proactive Problem Solver – You don’t wait for issues to escalate; you identify potential challenges early and take initiative to address them. You think ahead, stay solution-focused, and take ownership in resolving concerns efficiently and professionally.Relationship-Driven – You naturally build trust and rapport with clients through consistent communication and genuine engagement. You prioritize long-term relationships over short-term transactions and ensure clients feel supported at every stage of the partnership.Strong Communicator – You communicate clearly, confidently, and professionally across all channels, whether written or verbal. You are able to adapt your communication style depending on the client and situation to ensure clarity and alignment.