Client Success Manager (CSM)

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NOTE: ABS will NOT respond to you if you DO NOT follow all instructions below. We are looking for people who can follow detailed instructions ONLY.

Client Success Manager (CSM) – Agent Blueprint Systems
Location:

Remote

Company:

Agent Blueprint Systems (ABS)

Employment Type:

Full-Time / Contract (Depending on Experience)

About Agent Blueprint Systems (ABS)

Agent Blueprint Systems helps insurance agents, retirement advisors, Medicare advisors, and agency owners scale their business through automation, branded marketing, AI follow-up systems, and high-converting client acquisition strategies.

We provide our clients with:

CRM automation systems
Lead generation funnels
AI appointment booking
Marketing campaigns
Sales systems
Branding & content creation
Coaching & accountability

Our mission is simple:

Help advisors become more efficient, more profitable, and better business owners while serving more families.

We are growing rapidly and are looking for a high-level Client Success Manager (CSM) to help our clients implement our systems successfully and maximize results.

Position Overview

The Client Success Manager will play one of the most important roles inside our company.

This person will serve as the bridge between:

The advisor/client
Marketing team
CRM team
Graphics/content team

Your primary responsibility is to ensure every client fully implements and utilizes the ABS Advisor 2.0 System during their onboarding and growth phase.

You will help hold clients accountable, keep projects moving forward, improve client communication, and ensure advisors are taking the necessary actions to generate results.

This role is part coach, part project manager, part accountability partner, and part relationship manager.

Key Responsibilities
Client Accountability & Success Coaching
Meet with new clients weekly during their first 60 days
Conduct recurring 30-minute strategy/accountability calls
Hold advisors accountable for:
Calling leads
Following up consistently
Learning the ABS systems
Completing onboarding tasks
Implementing marketing campaigns
Using CRM automations correctly
Help advisors improve consistency, organization, and execution
Cross-Team Communication & Coordination
Communicate client updates, needs, and action items between:
Marketing Team
CRM Team
Graphics Team
Ensure all departments stay aligned on deliverables and timelines
Track project progress and identify loose ends quickly
Follow up internally to ensure client requests are completed efficiently
Onboarding & System Implementation
Guide clients through onboarding
Ensure clients understand:
CRM workflows
Lead management
Pipeline stages
Automation systems
Marketing processes
Content expectations
Assist clients with understanding the full ABS Advisor 2.0 ecosystem
Relationship Management
Build strong relationships with clients
Maintain a confident and professional presence
Help clients stay motivated and focused
Address concerns proactively
Deliver an exceptional customer experience
Qualifications & Skills
Required Qualities

We are looking for someone who is:

? Strong personality
? Confident and assertive
? Highly organized
? Excellent communicator
? Professional and polished
? Extremely dependable
? Detail-oriented
? Results-driven
? Able to lead conversations confidently
? Comfortable holding clients accountable
? Positive but firm when necessary

Communication Requirements

The ideal candidate must have:

Excellent spoken English
Excellent written English
Strong verbal communication skills
Professional meeting presence
Ability to communicate clearly with both clients and internal teams
Technical Skills
Required
Comfortable using Google Sheets
Familiar with Slack or similar communication tools
Ability to manage multiple projects and timelines
Comfortable working in fast-paced environments
Bonus Skills
Experience with Go High Level (GHL) CRM
Experience working with insurance agents or financial advisors
Familiarity with sales funnels, automation, and lead generation systems
Customer success or account management experience
What Success Looks Like In This Role

A successful CSM at ABS will:

Keep clients engaged and accountable
Improve onboarding completion rates
Help clients implement faster
Reduce client confusion and delays
Increase client satisfaction and retention
Ensure communication flows smoothly between departments
Help advisors generate better results using the ABS system
Why Join ABS?

At ABS, you’ll be part of a fast-growing company that is transforming how advisors market, automate, and scale their business.

You’ll work directly with driven entrepreneurs and advisors while playing a major role in helping clients succeed.

This is an opportunity to grow with a company that values:

Leadership
Initiative
Communication
Accountability
Excellence
Innovation
How To Apply

Please submit:

Your resume
A short video introducing yourself
Your experience with client communication/account management
Any CRM or Go High Level experience
Examples of tools/platforms you’ve used

We are looking for someone who can lead confidently, communicate clearly, and help our clients become the best advisors possible using the ABS Advisor 2.0 System.