At Coconut 🥥, we connect founders and businesses with top-tier remote talent while prioritizing meaningful, reliable partnerships. We believe success happens when everyone wins—clients achieve their goals, and our virtual professionals find purpose and growth in their work. We're currently looking for top talent to fill the role below:
Role: Client Success Manager
Monthly Rate: $2150/month
Availability: Full-time - 40 hours/week
Time Zone: EST
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To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form.
What to Prepare:
1️⃣ English Proficiency Rating – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check.
2️⃣ Coconut VA Profile (Resume) – Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT. Uploading a resume in a different format will result in delays, as you will be required to resubmit it using the correct template. ⚠️⚠️⚠️
3️⃣ 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application. Before you do, check out these video tips and sample videos. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification.
Application Tips – Set Yourself Up for Success!
🔹 Skip the Autofill Function! Manually enter your answers in the application form. There’s little to import from your resume, and your resume will be screened separately.
🔹 For your Address: We only need your City/Municipality, Province, and Region—no need for full details yet!
🔹 Applying for a Specific Job? Be sure to include the job code in your application.
🔹 Referred by Someone? Let us know who sent you our way! Whether it’s a current Coconut VA, an influencer, or a Facebook group community leader, be sure to include their name. We offer referral bonuses for both you and your referrer (terms and conditions apply).
🔹 Reapplying? Your most recent submission will replace any previous ones. No need to submit multiple times—we’ll automatically consider you for any relevant openings, even if you applied for just one! If you need to update your resume or intro video, feel free to submit a new application.
🔹 Stay in the loop! Join our Hiring Hub or Coconut Facebook Page for updates on open positions and job fairs.
⚠️ Take a moment to review everything before hitting submit. Following these steps carefully will help avoid any delays or disqualification.
Requirements
What You’ll Do
• Lead Strategy Calls
Facilitate video calls with potential clients to understand their needs, goals, and remote readiness.
• Vetting for Fit
Assess potential clients for culture fit, role clarity, and operational stability before proceeding with placement. If they’re not a fit, you’ll confidently and respectfully say no.
• Interview Facilitation
Co-moderate interviews between clients and VA candidates, ensuring both sides are aligned for a strong match.
• End-to-End Client Journey
Manage the client experience from onboarding to active engagement, ensuring high satisfaction and alignment.
• Ongoing Client Check-Ins
Build long-term relationships through proactive check-ins, feedback loops, and support.
• Escalation Management
Lead fact-finding and resolution efforts with clients and VAs when concerns arise — always seeking a win-win-win outcome.
• Retention & Churn Mitigation
Implement custom retention plans or special offers to prevent client churn and strengthen long-term partnerships.
• CRM Management
Maintain clean and accurate records in HubSpot CRM to ensure visibility across teams and data-driven decisions.
• Cross-Team Collaboration
Coordinate with Operations, HR, Sourcing, and other departments to address client needs promptly and thoughtfully.Good to have:
• Sales Experience a Plus (Not Required): Familiarity with consultative or relationship-based sales is an advantage but not necessary to excel in this role.
What are the non-negotiable requirements for this role?Who You Are• Relationship-Focused: You genuinely care about understanding client needs and building long-term relationships.
• Remote-Savvy: You understand how remote roles work and what it takes to make remote relationships thrive.
• Familiar with VA/Remote Roles: You’re knowledgeable about the scope of different VA and remote roles and can confidently help clients map out the best match for their needs.
• Aligned with Coconut’s Culture: You’re not afraid to draw boundaries or turn away clients who aren’t a fit for our agency’s values or setup.
• Experienced in Client Management: You’ve managed client accounts and solved problems in a professional setting.
• Collaborative by Nature: You work well across teams and departments, keeping everyone aligned and informed.
• Proactive & Organized: You don’t wait for problems to show up — you anticipate, prepare, and follow through.
• Creative Problem-Solver: You think outside the box, communicate openly, and bring calm clarity during escalations.
Good to have:
• Sales Experience a Plus (Not Required): Familiarity with consultative or relationship-based sales is an advantage but not necessary to excel in this role.
What are the non-negotiable requirements for this role?Who You Are• Relationship-Focused: You genuinely care about understanding client needs and building long-term relationships.
• Remote-Savvy: You understand how remote roles work and what it takes to make remote relationships thrive.
• Familiar with VA/Remote Roles: You’re knowledgeable about the scope of different VA and remote roles and can confidently help clients map out the best match for their needs.
• Aligned with Coconut’s Culture: You’re not afraid to draw boundaries or turn away clients who aren’t a fit for our agency’s values or setup.>
• Experienced in Client Management: You’ve managed client accounts and solved problems in a professional setting.
• Collaborative by Nature: You work well across teams and departments, keeping everyone aligned and informed.
• Proactive & Organized: You don’t wait for problems to show up — you anticipate, prepare, and follow through.
• Creative Problem-Solver: You think outside the box, communicate openly, and bring calm clarity during escalations.
Non-negotiable Requirements:
• Familiarity with different VA roles
Industry/Tools Experience: HubSpot (or any CRM), Any task/project management platform, Google Suite
Benefits
We’re all about uplifting lives in Coconut and we make sure we provide benefits that support work-life balance, well-being, and growth. Here’s what you can look forward to as part of the Coconut Community! ✨
✅ Competitive Salary – We recognize your skills and experience with a great compensation package.
✅ 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus?
✅ Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all!
✅ US Holidays Off – Enjoy 12 paid US holidays throughout the year.
✅ Maternity & Paternity Leave – We support growing families with dedicated leave for new parents.
✅ Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits.
✅ Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind.
✅ Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources.
✅ Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better!
✅ Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too!
✅ Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people.
Some benefits may vary. Full details will be provided during the onboarding process.