Company: Ascension Business Solutions LLC
Department: Success Department
Employment Type: Full-Time
Location: Remote
Schedule: Business hours aligned with U.S. time zones
Role Overview
The Client Success Specialist is responsible for managing client onboarding, VA readiness, and early-stage account success. This role plays a key part in ensuring smooth onboarding execution, strong client communication, and proper alignment between client expectations and VA performance.
This is an ownership-driven role where the Specialist manages their own accounts, facilitates onboarding sessions, and coordinates across departments to ensure both clients and Virtual Assistants are set up for long-term success.
The role requires strong proactiveness, accountability, structured reporting, and the ability to confidently handle client-facing communication while maintaining internal alignment.
Qualifications & Requirements
Required
- 1–2 years experience in client success, account management, or client-facing roles
- Strong written and verbal English communication skills
- High level of proactiveness and accountability
- Strong organizational and documentation skills
- Ability to manage multiple onboarding schedules simultaneously
- Confidence in handling client communication independently
Preferred (Not Required)
- Experience in Virtual Assistant, home care, or service-based industries
- Familiarity with onboarding processes and client lifecycle management
- Experience working with cross-functional teams
Performance Expectations
Success in this role requires:
- Strong ownership of assigned accounts
- Consistent and structured reporting
- Proactive communication with clients and internal teams
- Ability to identify and resolve issues early
- Maintaining alignment between client expectations and VA performance
Training & Performance Expectations
- Participation in structured onboarding and internal training programs
- Continuous improvement through feedback and coaching
- Adherence to onboarding processes, SOPs, and reporting standards
- Ability to adapt to evolving client needs and workflows
Core Responsibilities
Client Onboarding & Facilitation
- Facilitate onboarding meetings with clients and Virtual Assistants
- Manage up to 4 onboardings per day while maintaining quality and structure
- Ensure onboarding agenda is followed and all required topics are covered
- Guide clients on how to train and work effectively with their VA
- Ensure all systems, tools, and access are properly set up
Account Management & Client Communication
- Manage assigned client accounts independently
- Conduct post-onboarding follow-ups to ensure smooth transition to live operations
- Handle client concerns directly and provide timely resolutions
- Maintain proactive communication with clients to prevent issues
- Escalate high-level concerns appropriately while maintaining ownership of the account
VA Readiness & Performance Alignment
- Monitor VA readiness prior to onboarding
- Coordinate with Training Team to confirm VA-client alignment
- Ensure VAs are prepared with tools, access, and basic understanding before onboarding
- Identify early performance gaps and coordinate with internal teams for support
- Reinforce expectations and accountability with VAs during onboarding
Cross-Department Coordination
- Sales Team
- Report “VA Ready to Onboard” status
- Clarify client expectations and follow up on Strategy Call details
- Training Team
- Follow up on assigned VA readiness and training progress
- Operations Team
- Coordinate pre-onboarding requirements and VA deployment readiness
- Client Relations Team
- Escalate client-related concerns or sensitive situations requiring support
Reporting, Documentation & KPI Management
- Submit accurate and timely End-of-Day (EOD) and End-of-Week (EOW) reports
- Provide onboarding summaries after each onboarding session
Track and report:
- VA readiness status
- Onboarding progress
- Client feedback
- Ensure all onboarding documentation is complete, organized, and up-to-date
KPIs & Performance Metrics
Success in this role is measured by:
- 60% Onboarding Survey Rate
- 40% Onboarding Completion Rate
- Quality and consistency of onboarding summaries
- Timeliness and accuracy of EOD/EOW reports
- Client satisfaction and communication effectiveness
- Ability to manage and retain assigned accounts independently
Escalation Guidelines
Handled Independently:
- Low-level client concerns
- Routine onboarding adjustments
- Standard VA coordination
- Coordinate with Client Success Manager:
- Medium to high-level client concerns
- Performance risks or onboarding issues
- Account-level challenges requiring strategic decisions
Escalate to Appropriate Teams:
- Client Relations: Client escalations or sensitive issues
- Training: VA readiness or training gaps
- Sales: Misalignment from Strategy Call expectations
- Operations: Pre-onboarding and deployment concerns
This is an urgent hiring need.
Ascension Business Solutions is prioritizing this role due to active onboarding demands and leadership support requirements.
Qualified candidates who complete all application and assessment steps promptly may be contacted and processed on an accelerated timeline.
Compensation & Benefits:
Ascension Business Solutions offers a structured, long-term employment opportunity designed to support stability, growth, and professional development.
- Competitive compensation aligned with the leadership role scope
- Paid training and structured onboarding
- Fully remote work setup, including company-issued laptop and noise-canceling headset
- HMO health coverage (subject to eligibility guidelines)
- Paid Time Off (PTO)
- Performance-based annual salary increases
- Additional bonuses are available after 6 months of tenure
ABS is intentional about building long-term professional partnerships, not short-term or gig-based arrangements.
Why Join Ascension Business Solutions?
- Shape the quality and readiness of ABS’s global VA workforce
- Work directly with Leadership and cross-functional teams
- Operate within clear systems, standards, and escalation frameworks
- Join a values-driven organization guided by Love, Support, and Excellence
Disclaimer: Responsibilities may evolve based on business needs. Employment is at-will.
How to Apply:
Complete the Application Form and include the following:
- Vocaroo introduction link
- Updated resume
- Device specifications screenshot
- Internet speed test result
⚠️This role is urgent. Early and complete applications will be prioritized. Incomplete applications may not be processed.