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Client Success

1 hour ago

Quezon City, National Capital Region, Philippines Ready Roles Full time
Client Success & Fulfillment Specialist

for USA Home Listings | Ready Roles Division

Position Overview:

The Client Success & Fulfillment Specialist is the driving force behind the Data Activator Assistant Program, a high-impact initiative built for moving company owners using Tier 2 homeowner data from USA Home Listings. You'll manage VA placements, onboarding, outreach performance, and marketing execution—ensuring every assistant drives value from Day 1.

This is a hybrid operations and client success role ideal for a proactive implementer who thrives in fast-paced environments. You'll coordinate across recruiting, sales, and content, all while ensuring our clients and assistants are supported, coached, and driving measurable results.

Why Join Flywheel?

You're the Operator Behind the Growth – You manage the engine that powers lead generation and outreach success for local moving companies.

You Own the Assistant Journey – From matching and onboarding to tracking messages and moves booked, you make sure every assistant delivers.

You Drive Grassroots Marketing – Using our outreach toolkit and proof of ROI, you keep interest and engagement flowing week after week.

Key Responsibilities:
1. Assistant Fulfillment & Onboarding
Deliver one assistant at a time using a video + scorecard format.Coordinate with recruiting to maintain a trained bench skilled in:
Tier 2 data filteringSMS outreachCRM and EOD reporting

 Launch and manage a structured 10-day onboarding plan post-client selection.Track daily progress and coach assistants to meet outreach expectations.Treat Big League Movers as your internal testbed—apply, test, and optimize systems for external rollout.

 2. Performance Tracking & Escalation
Maintain a performance tracker including:

Hours workedMessages sentEstimates bookedMoves closed

Realtor meetings set

 Track and manage assistant bonuses and performance-based incentives.Submit weekly Monday reports to EAOM and Integrator EA.Escalate no-shows or underperformance within 24 hours via Slack, including screenshots and a proposed solution.

 3. Marketing Execution – USAHL Team Stack
Operate our outreach toolkit:

Shortlink landing pageOutreach scriptsVisual flyersExplainer video

 Post 3x/week in Facebook groups using:

ScreenshotsEOD highlightsClient quotesROI proof

 Respond to comments and DMs, track lead engagement, and escalate hot leads to the Sales Strategist or Integrator EA.

 4. Task & Communication Management
Organize tasks and deadlines using Todoist.Provide daily red light updates and participate in weekly planning cycles via Slack.Collaborate cross-functionally with:

HR Manager (recruiting needs)Sales Strategist (lead pipeline readiness)EA – Ops & Content (asset updates and funnel optimization)

 5. Client Success Follow-Up (Retention + Expansion)
Follow up monthly with every new client during their first 4 months.Confirm assistant performance, gather testimonials, and address concerns.Identify upsell opportunities:

Additional Data ActivatorsCustom VA rolesAdmin or marketing-focused Ready Roles Assistants (RRAs)

 Submit a monthly report summarizing:

Clients contactedAssistant outcomesAny expansion opportunities or flags

 What We're Looking For:

Execution-First Operator – You love seeing a system work and know how to keep it moving without daily supervision.

Client-Savvy Communicator – You can write clean, confident updates and follow up with business owners to keep relationships strong.

Metrics-Driven Mindset – You track output and flag red lights with clarity and speed.

Balanced Skillset – You're equally comfortable posting in Facebook groups, onboarding assistants, and updating tracking sheets.

Qualifications:
2+ years in operations, client coordination, VA placement, or project executionStrong written English and professional communication skillsFamiliarity with VA workflows, task management tools, and online outreachComfortable using Facebook groups and Canva for grassroots marketingHighly organized, reliable, and self-managingThis Role Is Not for You If…
You avoid outreach or online postingYou're uncomfortable messaging business owners or following upYou struggle to organize yourself or track task statusYou wait for direction instead of taking initiative

 You'll Thrive in This Role If…
You love building systems and improving workflowsYou're excited to help small businesses grow through VA supportYou balance marketing, fulfillment, and reporting with easeYou follow through without being chasedYou enjoy working in Slack, Todoist, and Google Workspace

 Apply Today

If you're ready to own a program that drives real ROI for small businesses, build VA placements that succeed, and keep growth pipelines healthy and active—we want to hear from you. Apply today and take the lead on Flywheel's fastest-growing assistant program.