Client Account Manager | Customer Success | Full-Time | US Hours | Remote

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: TYPE OF WORK

Full Time

: SALARY

600-800

: HOURS PER WEEK

40

: DATE UPDATED

Jul 15, 2026

JOB OVERVIEW

About BaseFlow

BaseFlow is a fast-growing client success platform that helps insurance agents grow their businesses through booked appointments, inbound calls, AI automation, CRM technology, and marketing services.

Our mission is simple: provide an exceptional client experience while helping our customers achieve real business growth.

We're looking for a Client Account Manager who is organized, proactive, and passionate about providing world-class customer service.

This is a long-term position with opportunities for growth as our company expands.

About the Role

As a Client Account Manager, you'll be the primary point of contact for our clients after they join BaseFlow.

Most communication will take place through our messaging platform, but you'll also be expected to speak with clients over the phone or Zoom when needed. Because you'll be working directly with business owners throughout the United States, excellent spoken and written English is required.

Your goal is to ensure every client has an outstanding experience, receives timely updates, and feels supported throughout their journey with us.

Responsibilities
Manage daily communication with assigned clients
Respond promptly to client questions and requests
Provide onboarding support for new clients
Keep clients informed on campaign progress and next steps
Coordinate with internal departments to resolve client issues
Conduct phone or Zoom calls with clients when needed
Build positive, long-term relationships with clients
Maintain detailed notes and updates in our CRM
Ensure all follow-up tasks are completed on time
Escalate complex issues to management when appropriate
Requirements
Exceptional written and spoken English
Friendly, professional, and confident communication skills
Comfortable speaking with clients over the phone and Zoom
Excellent customer service skills
Strong attention to detail
Highly organized and dependable
Reliable high-speed internet
Quiet home office
Computer with headset and webcam
Ability to work United States business hours (Eastern Time)
Preferred (Not Required)
Customer Success experience
Account Management experience
CRM experience (GoHighLevel is a plus)
Marketing agency experience
Insurance industry experience
Project management experience
What We Offer
Competitive salary
Performance bonuses
Paid time off after probation
Long-term, full-time employment
Opportunities for advancement as the company grows
How to Apply

To be considered, please complete ALL of the following:

Submit your resume.
Include a screenshot of your internet speed test.
Record yourself reading the script below and include a shareable Google Drive or Loom link.
At the very beginning of your application, type the words "Client Success First" so we know you read the entire job posting.
Recording Script

"Hello, thank you for contacting BaseFlow. My name is [Your Name], and I'll be your Client Account Manager. I'm here to make sure you have an outstanding experience and that all of your questions are answered. If there's ever anything you need, please don't hesitate to reach out. I'm excited to work with you and help you achieve your goals. How can I assist you today?"

Your recording should sound natural, friendly, and professional. We will evaluate your pronunciation, confidence, tone, pacing, and overall communication skills.

We look forward to reviewing your application and hopefully welcoming you to the BaseFlow team!

SKILL REQUIREMENT

Customer Support Management English Speaking Account Management

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Client Account Manager | Customer Success | Full-Time | US Hours | Remote

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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