Description:
The biggest barrier to client success in our industry isn't candidate quality—it's delegation and operational execution. Many business owners struggle to identify what to delegate, lack documented SOPs, or fall back into performing tasks their VPs are fully equipped to handle. As a result, VPs remain underutilized while clients stay overwhelmed.
This role exists to solve that problem.
The Customer Success Specialist at Savvital operates as an operational and implementation consultant rather than a traditional account coordinator. In this role, you will serve as a trusted business advisor to Savvital clients—conducting deep-dive operational reviews, building custom delegation roadmaps, standardizing workflows, and systematically unlocking VP capacity to drive tangible client growth.
Mission
Transform how Savvital clients delegate, build processes, and operate their businesses—ensuring maximum VP utilization and measurable hours saved for client leadership.
Key Responsibilities
1. Strategic Client Implementation & Coaching
- Lead Weekly Client Sessions: Facilitate structured, outcome-driven weekly meetings focused on operational capacity, time tracking, delegable tasks, and workflow bottlenecks (rather than basic status updates).
- Build & Maintain Delegation Roadmaps: Map client operations to design living, 30/60/90-day blueprints that continually transition high-volume, repetitive, or tactical responsibilities from the business owner to the VP.
- Unlock & Expand VP Utilization: Proactively identify new operational areas where VPs can add value (e.g., Insurance Operations, CRM/Accounting Support, Marketing, Client Communications, SOP Creation, AI-assisted workflows).
2. Process Improvement & Workflow Optimization
- Standardize Operations: Partner directly with clients to document Standard Operating Procedures (SOPs), map out end-to-end workflows, and eliminate redundant manual processes.
- Integrate AI & Automation: Recommend relevant modern software, AI tools, and automation opportunities to streamline daily administrative and operational work.
3. Strategic Business Advisory & Internal Coordination
- Act as a Trusted Advisor: Respectfully challenge inefficient client habits, provide actionable operational insights, and position Savvital as an extension of the client's executive team.
- Cross-Functional Collaboration: Serve as the strategic bridge between clients and Savvital’s internal teams (Performance Managers, Operations, L&D, Recruitment, and Leadership) to deliver proactive, solution-oriented service.
Key Performance Indicators (KPIs)
- Increase in VP capacity utilization and responsibility expansion rate
- Estimated monthly hours successfully returned to business owners
- Number of documented SOPs and optimized workflows implemented
- Time-to-full-implementation for new client accounts
- Client retention rates, Client NPS, and account expansion/referral rates
Candidate Requirements & Qualifications
Experience
- 4-5 years of experience in Customer Success, Operations Management, Business Consulting, Agency Operations, or Process Optimization.
- Demonstrated track record of analyzing business operations, identifying bottlenecks, and implementing SOPs/workflows.
- Background in Insurance Operations, Financial/Accounting Workflows, or Professional Services is a strong plus.
- Hands-on familiarity with modern operations technology, workflow automation tools, and AI-assisted productivity platforms.