Remote opportunity at
FMGTeam Lead - Success at Scale (Remote)
FMG is seeking a Team Lead - Success at Scale to guide its Client Success at Scale team remotely. In this remote, full-time position offering $75,000…
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About This Role
FMG is seeking a Team Lead - Success at Scale to guide its Client Success at Scale team remotely. In this remote, full-time position offering $75,000 per year, the individual will act in a player-coach capacity to oversee the client experience for FMG and Agency Revolution agent and advisor customers. The employer provides an all-in-one digital marketing platform tailored for financial professionals, insurance agents, and enterprises. This role suits a…
Job Description
FMG is seeking a Team Lead - Success at Scale to guide its Client Success at Scale team remotely. In this remote, full-time position offering $75,000 per year, the individual will act in a player-coach capacity to oversee the client experience for FMG and Agency Revolution agent and advisor customers. The employer provides an all-in-one digital marketing platform tailored for financial professionals, insurance agents, and enterprises.
This role suits a client-focused leader with experience in coaching teams and managing client relationships at volume. Responsibilities include mentoring Client Success Managers, managing multi-touch outreach programs, handling client escalations, and collaborating with cross-functional departments such as Product, Sales, and Support. Qualified candidates bring a background in leading client success, support, or account management teams within sectors like technology, insurance, or financial services, along with analytical skills and adaptability to AI-enabled workflows and CRM tools.
Responsibilities
- Lead, mentor, and build a team of Client Success Managers while managing coverage and capacity
- Onboard and train new staff members to foster a culture of client advocacy
- Oversee a multi-touch outreach initiative providing monthly human touchpoints via group training, calls, and email
- Track client health, adoption, and retention rates while serving as an escalation contact for complex issues
- Coordinate with Sales, Product, Marketing, and Support to communicate post-launch updates and translate client feedback into product enhancements
- Enhance team tooling and workflows, utilizing automation and AI, and report on outcomes to leadership
- Maintain a secure, private workspace with a minimum internet connection speed of 5 Megabits down and 3 Megabits up
Requirements
- Prior experience leading a support, account management, or client success team
- Proven background in maintaining retention and satisfaction across a large, high-volume client base
- Demonstrated ability in talent development, coaching, and building accountable teams
- Data-driven mindset with comfort utilizing client health and retention metrics for decision making
- Proficiency with modern tools such as client success platforms, CRMs, and AI-enabled workflows
Qualifications
- Experience working within financial services, technology, or insurance industries
Core Skills
Benefits
- Generous paid holiday schedule including a full week for Winter Holiday Shutdown
- Comprehensive paid time off covering vacation, sick leave, bereavement, and parental leave
- Medical plan with zero co-pay, telehealth, dental, and vision coverage
- Health Savings Account with employer contributions and Flexible Spending Accounts
- Company-paid life insurance, AD&D coverage, and short and long-term disability
- Company-paid Employee Assistance Program
- Matching 401(k) with immediate full vesting
- On Demand Pay granting same-day deposit access to earned wages
- Internet and gym reimbursement
- Work computer equipment provided
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the remote status for this role?
This position is remote.
What is the employment type?
This is a full-time position.
What is the salary for this position?
The position offers $75,000 per year.
What technical requirements are needed for the remote workspace?
Candidates must have access to a private, secure workspace free from distractions, be accessible during their assigned work schedule, and maintain an internet connection with speeds of at least 5 Megabits down and 3 Megabits up.
Sample Interview Questions
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