Team Lead – Success at Scale

Job not on LinkedIn

🔥 0 minutes ago

🏈 Alabama, Arizona, +32 more states – Remote

🏈 Alabama – Remote 🌵 Arizona – Remote 🏄 California – Remote ⛰️ Colorado – Remote 🦌 Connecticut – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🌽 Illinois – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🐎 Kentucky – Remote 🦞 Maine – Remote 🎰 Nevada – Remote 🗻 New Hampshire – Remote 🏖️ New Jersey – Remote 🌶️ New Mexico – Remote 🗽 New York – Remote 🌲 North Carolina – Remote 🏈 Ohio – Remote 🌲 Oregon – Remote 🍂 Massachusetts – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote 🏰 Missouri – Remote 🔔 Pennsylvania – Remote ⚓ Rhode Island – Remote 🌴 South Carolina – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote 🤠 Texas – Remote ⛷️ Utah – Remote ⚔️ Virginia – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $75k / year

⏰ Full Time

🟠 Senior

👻 Ghost score 0%

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FMG

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2011

🛡️ Insurance

💼 Consulting

📦 Logistics

💰 Series A on 2016-08

Insurance • Consulting • Logistics

FMG is a comprehensive marketing platform tailored specifically for financial advisors and related financial services industries, including broker-dealers, wealth management firms, and insurance agents. The company offers a suite of digital marketing tools designed to help build brands, engage with clients, and grow businesses through an all-in-one solution. FMG provides website tools, content marketing automation, social media management, and client communication solutions, focusing on making financial advisory marketing more accessible and effective. Known for its high customer satisfaction, FMG supports advisors in showcasing their expertise and improving client interaction with modern marketing strategies.

📋 Description

• 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

• 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

• 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