Team Lead - Success at Scale (Remote)

What We Do We help Financial Professionals build and grow their business in a variety of different ways. With over 40,000 clients benefiting from our innovative solutions, we are dedicated to transforming their marketing efforts into growth engines. FMG is the leading all-in-one digital marketing platform empowering financial advisors, insurance agents, and enterprises with scalable and compliant marketing solutions designed to drive organic growth. Consistently ranked #1 in market share and customer satisfaction in the T3 Software Survey Report, FMG helps clients stay ahead of evolving trends and effectively implement marketing best practices. Through an intuitive, centralized platform, FMG enables users to efficiently manage websites, email, texting, social media, events, blogs, videos, and more—all in one place. About Our Culture At FMG, we have crafted an extraordinary work environment that perfectly balances hard work with an incredible team spirit. Since our inception over a decade ago, we’ve grown into a thriving community of 450+ dedicated employees spread across the globe. Our fast-paced, results-driven culture is matched by our commitment to maintaining a healthy work/life balance, ensuring that our team members feel fulfilled both personally and professionally. Collaboration and open, thoughtful communication are at the heart of what we do. Our mission is to invest in motivated, successful individuals, supporting them as they excel both inside and outside of the workplace. We’re building a winning team of A+ players, and we invite you to be a part of this amazing journey. At FMG, you’ll find an environment that champions growth, celebrates achievements, and fosters a sense of belonging. Join us, and let’s create something extraordinary together! Our Employee Benefits At FMG, we’re serious about being an awesome place to work! We’ve earned the USA Top Workplace award four years running now, and we’re always looking for ways to keep things great—like regularly checking in on our benefits and pay to make sure you’re getting a truly competitive package. Enjoy a generous paid holiday schedule, including a full week off for our Winter Holiday Shutdown. Our comprehensive paid time off policies cover vacation, sick days, parental leave, and bereavement leave. Our robust insurance plan includes: Medical with $0 co-pay Telehealth plan Dental Vision Health Savings Account (HSA) with generous employer contributions Flexible Spending Accounts (FSA) Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) coverage Company-paid Short & Long Term Disability coverage Company-paid Employee Assistance Program (EAP) Matching 401(k) with immediate full vesting On Demand Pay - allows access to a portion of your earned wages prior to the payday with same day deposit Internet & Gym Reimbursement! We’ll provide you with the work computer equipment you need to set you up for success! Our Employee Events Committee and managers are always planning a mix of fun in-person and virtual events to keep us all connected—plus we also love to throw in some FMG swag, so you can show off your company spirit in style! About the Role We are seeking a people-first leader to guide our Client Success at Scale team and own the client experience for both FMG and Agency Revolution agent and advisor customers. You will coach a team of Client Success Managers who deliver proactive, consultative engagement to a large and growing client base. This is a player-coach position. You will set the standard for how we engage clients at scale, develop your team, and partner with Product, Sales, and Support to turn client feedback into better products. If you are a client-focused leader who loves building strong teams, we would love to hear from you. Apply today. Compensation This position offers $75,000/per year. Primary Responsibilities & Expectations Lead, coach, and develop a team of Client Success Managers, setting goals, holding the team accountable to client satisfaction, retention, and engagement targets, and managing capacity and coverage. Hire, onboard, and train new team members, building a culture of ownership and client advocacy. Own the multi-touch outreach program that gives every FMG and Agency Revolution client a monthly human touchpoint through calls, group training, and email, supported by clear playbooks and cadences. Monitor client health, adoption, and retention, identify at-risk accounts early, and serve as the escalation point for complex client situations. Partner with Sales, Product, Marketing, and Support to lead post-launch communication of new features and turn client feedback and market trends into product improvements. Drive continuous improvement of team processes and tooling, including AI and automation, and report on team performance and client outcomes to leadership Access to a private & secure workspace, free from distractions Accessible during the assigned work schedule for regular duties and responsibilities as outlined by the supervisor An internet connection with speeds of 5 Megabits down / 3 Megabits up (5mbps/3mbps) Skills and Qualifications Proven experience leading a client success, account management, or support team, preferably in insurance, financial services, or technology. Track record of managing retention and satisfaction across a large, high-volume book of clients. Strong coaching skills and a history of developing talent and building accountable teams. Excellent communication and relationship-building skills with clients, teammates, and executives. Data-driven and analytical, comfortable using client health and retention metrics to make decisions. Organized, proactive problem solver who follows through and adapts quickly. Openness to new tools, including CRM, client success platforms, and AI-enabled workflows. At FMG, we believe in the wholehearted acceptance of each other regardless of our differences. We strive to foster an environment that allows everyone to contribute to our mission in their unique ways. With the belief that diversity propels innovation, we are continually finding ways to cultivate a commitment to inclusion in our employees, services, and products, as well as in the communities in which we live and work. We are proud to be an equal opportunity employer committed to providing employment opportunities regardless of sex, race, creed, color, gender, religion, marital status, domestic partner status, age, national origin or ancestry, physical or mental disability, medical condition, sexual orientation, pregnancy, military or veteran status, and genetic information. If you require accommodation to complete the application or interview process, please contact [email protected]. You can find out more about what it’s like to work at FMG, by visiting https://fmgsuite.com/about-us/