Description:
Transform how Savvital clients delegate, build processes, and operate their businesses — ensuring maximum VP utilization and measurable hours saved for client leadership.
You will operate not as an account coordinator, but as an operational and implementation consultant — a trusted business advisor embedded into your clients' operations.
What You Will Actually Be Doing
1. Strategic Client Implementation & Coaching
- Lead structured, outcome-driven weekly client sessions focused on operational capacity, time tracking, delegable tasks, and workflow bottlenecks — not basic status updates
- Build and maintain living 30/60/90-day delegation roadmaps that continually transition high-volume, repetitive, and tactical responsibilities from the business owner to their VP
- Proactively identify new operational areas where VPs can add value — including Insurance Operations, CRM and Accounting Support, Marketing, Client Communications, SOP Creation, and AI-assisted workflows
2. Process Improvement & Workflow Optimization
- Partner directly with clients to document Standard Operating Procedures, map end-to-end workflows, and eliminate redundant manual processes
- Recommend relevant modern software, AI tools, and automation opportunities to streamline daily administrative and operational work
3. Strategic Business Advisory & Internal Coordination
- Respectfully challenge inefficient client habits, provide actionable operational insights, and position Savvital as an extension of the client's executive team — not a vendor
- Serve as the strategic bridge between clients and Savvital's internal teams including Performance Managers, Operations, L&D, Recruitment, and Leadership
How We Measure Your Success
- 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, NPS scores, and account expansion and referral rates
What We Are Looking For
Experience
- 4–5 years of experience in Customer Success, Operations Management, Business Consulting, Agency Operations, or Process Optimization
- A demonstrated track record of analyzing business operations, identifying bottlenecks, and implementing SOPs and workflows — not just managing relationships
- Background in Insurance Operations, Financial or Accounting Workflows, or Professional Services is a strong plus
- Hands-on familiarity with modern operations technology, workflow automation tools, and AI-assisted productivity platforms