Job Description:

We are a company that helps insurance agency owners across the U.S. use AI to automate their businesses—freeing up their time while increasing impact.

We’re a small, fast-moving, fully remote team that uses AI daily to operate at a level most companies need entire departments for. We’re scaling from 34 members to 200+ by the end of 2026, and we’re looking for someone exceptional to help us deliver a world-class member experience.

This Role Is NOT For You If:

• You need step-by-step instructions every day

• You’re looking for an entry-level role

• You’re uncomfortable on camera or hosting live calls

• You struggle communicating with U.S.-based clients

• You avoid or distrust AI tools

• You can’t commit to overnight (PH) US business hours

• You expect clear playbooks for every situation

• You treat customer service as transactional

This Role IS For You If:

• You have 2+ years working with American clients

• You actively use AI tools to improve your work

• You think critically and read between the lines

• You take ownership and solve problems independently

• You’re confident leading calls and engaging clients live

• You notice patterns and suggest improvements

• You enjoy variety and fast-paced environments

• You care deeply about client experience and outcomes

What You’ll Be Doing

Client Success Manager (70%)

• Serve as the front-line experience for all members

• Respond to emails, texts, and portal messages quickly and clearly

• Guide new members through their first 14 days to ensure early wins

• Co-host weekly coaching calls and monthly workshops

• Host live events (8/year) and quarterly member events

• Monitor member engagement and proactively re-engage users

• Reconcile billing weekly (Stripe + CRM)

• Coordinate escalations with internal team

Executive Support (30%)

• Work alongside the founder’s AI assistant (email + calendar)

• Audit AI outputs and catch errors or patterns

• Step in for sensitive, human-required responses

• Help maintain inbox clarity and schedule focus

Skills You Need:

Soft Skills

• Excellent written and spoken English

• High emotional intelligence

• Strong ownership and independence

• Pattern recognition and problem-solving

• Confidence on camera and in live settings

• Curiosity and initiative with AI tools

• Results-focused mindset

Hard Skills

• GoHighLevel (workflows, contacts, billing)

• Stripe (subscriptions, disputes, refunds)

• Google Workspace (Docs, Sheets, Gmail, Calendar)

• Notion (databases, project management)

• Zoom (hosting, breakout rooms)

• Loom (async communication)

• Telegram (community management)

• Daily use of AI tools (ChatGPT, Claude, etc.)

Bonus:

• OBVIO, QuickBooks/Tiller, membership platforms

Schedule & Expectations:

• Monday–Friday, 8 AM – 5 PM Pacific Time

• Manila time: ~11 PM – 8 AM (overnight shift)

• Occasional extended hours during deadlines

• Not a flexible schedule role

What You Won’t Be Doing:

• Sales calls

• Content creation

• Paid ads management

• Building automations from scratch

• Coaching technical material

You ARE:

• The customer experience layer

• The billing accuracy checkpoint

• The human partner to AI

Compensation & Growth

• $1,200 – $2,000 USD/month (based on experience)

• Performance bonuses tied to retention, onboarding, billing accuracy

• Full access to tools (GHL, Stripe, Notion, AI tools, etc.)

G• rowth into leadership as the company scales

Benefits:

•Work-from-home opportunity

•Weekly payment

Why Join us?

Join Phyllis Song Consulting and be part of a vibrant team that champions growth, collaboration, and career development. With continuous training, a supportive work culture, and flexible work options, you'll thrive while helping clients achieve their goals and unlocking your own potential!