Client Success Manager - Veteran Support/VA Disability Claims - Remote

VetJobs

12d•Remote

About The Position

This is a remote role for a Client Success Manager to serve as a front-line guide for clients navigating their VA disability claims process. The role is client-facing, focusing on onboarding, education, and ongoing support. Responsibilities include leading group onboarding calls, running themed weekly workshops, and maintaining client engagement and progress. The ideal candidate will have high emotional intelligence, clear and warm communication skills, and strong organizational abilities to manage multiple client interactions.

Requirements

1+ year of client success or customer service experience in a client-facing role
Knowledge and hands-on experience with CRMs (HubSpot a strong plus!)
High emotional intelligence (EQ) and genuine empathy for clients
Strong communication skills, both written and verbal
Strong organizational skills and the ability to manage multiple client touchpoints without letting things slip
Knowledge of the VA disability claims process

Nice To Haves

HubSpot CRM experience

Responsibilities

Prepare for and lead small-group onboarding calls with new clients (6 per week), walking them through the initial first steps of the process.
Run weekly workshop calls (3 per week), each built around a specific theme or category of the process, combining structured teaching with live group Q&A.
Conduct welcome calls and private one-on-one sessions for clients who are unable to attend group onboarding calls.
Maintain consistent, proactive communication with clients through regular check-ins.
Handle and resolve client escalation cases with professionalism, empathy, and urgency.
Conduct consistent client success interviews and request Trustpilot reviews from satisfied clients.
Field and handle client requests and questions inside our Skool community platform.