• Manage client onboarding, ensuring clients are fully supported to implement VALD systems successfully. • Build strong relationships with clients through online methods and occasionally face-to-face. • Identify client support needs and opportunities for growth. • Online client presentations using Microsoft Teams. • Regular activity tracking and reporting, using SaaS applications – HubSpot, Microsoft Suite, Email. • Manage multiple assignments and support requests simultaneously while working independently or with other team members.

Role Description We're looking for an Operations & Client Success Manager to take ownership of everything that happens after a client is signed. This is a highly strategic, client-facing leadership role where you'll oversee client success, streamline operations, improve internal systems, and coordinate the delivery of services across Meta Ads, organic content, and production projects. You'll become the primary point of contact for clients while building the operational infrastructure that allows the agency to scale efficiently. This role is ideal for someone who combines exceptional relationship management skills with a strong operational mindset and thrives in fast-paced agency environments. What You'll Own - Client Success & Retention - Own the client relationship from onboarding through renewal, serving as the primary point of contact and liaison between clients and the founder. - Drive client success by monitoring campaign and content performance, identifying issues early, and coordinating internal teams to deliver solutions. - Deliver proactive reporting and updates so clients always have visibility into performance and progress. - Build trusted client relationships, manage expectations, navigate difficult conversations, identify upsell opportunities, and support long-term retention. - Operations & Systems - Build, document, and continuously improve Standard Operating Procedures (SOPs) across all service lines. - Identify operational inefficiencies and implement scalable systems and automations using tools such as GoHighLevel and Slack. - Own onboarding workflows, project management processes, internal documentation, and team accountability. - Create the operational infrastructure needed to support the agency's continued growth. - Team Leadership - Manage and coordinate the current team, including the GoHighLevel Specialist, Executive Assistant, Social Media Manager, and Video Editor. - As the agency grows, oversee additional team members including Media Buyers, Creative Strategists, and Scriptwriters. - Set clear expectations, facilitate regular check-ins, monitor performance, and ensure deadlines and quality standards are consistently met. Qualifications - 3+ years of experience in Client Success, Account Management, Agency Operations, Project Management, or a similar client-facing leadership role (marketing agency experience strongly preferred). - Exceptional written and verbal English communication skills with confidence leading client meetings and difficult conversations. - Strong relationship management and commercial instincts, with the ability to retain accounts, build trust, and identify growth opportunities. - Proven experience creating SOPs, building operational systems, and improving internal processes. - Strong organizational and project management skills with the ability to manage multiple clients and priorities simultaneously. - Experience managing small remote teams while driving accountability and performance. - Hands-on experience with GoHighLevel (HighLevel). - Experience managing or supporting Meta Ads campaigns. - Experience using project management platforms such as ClickUp, Monday.com, Trello, or Asana. - Comfortable working independently in a fast-paced, entrepreneurial environment with strong asynchronous communication habits. - High integrity, ownership mentality, reliability, and strong alignment with the company's values. Requirements - Full-time position, Monday to Friday (PST hours). - Salary: 2,500 - 3,000 USD Monthly. - Location: 100% remote, open to candidates based in LATAM. - Contract: Independent Contractor. - PTO & US Holidays. - This position is only open to candidates residing in Latin American (LATAM) countries, such as: 🇦🇷 🇧🇷 🇨🇱 🇨🇴 🇨🇷 🇩🇴 🇪🇨 🇸🇻 🇬🇹 🇭🇳 🇲🇽 🇳🇮 🇵🇦 🇵🇾 🇵🇪 🇺🇾 🇻🇪. - ❌ Applications from candidates outside LATAM (including the U.S. and other regions) will not be considered. - 📄 Resumes must be submitted in English. - 🚫 Applications that do not meet these criteria will be automatically rejected.

• Ensure clarity and alignment with clients about UASI services/deliverables and manage client scope and expectations through regular communication and meetings. • Facilitate client kick off meetings in accordance with the procedures established for Coding services. • Collaborate with Sales Team to identify new opportunities and ensure client management strategies are executed. • Use critical thinking skills to assess client current state and goals, conduct operational assessment, and implement actions to meet project and client goals. • Responsible for ensuring any changes to project scope are documented and any impact on goals deliverables, costs, deadlines, etc. are confirmed and agreed to in writing. • Be the subject matter expert to lead, monitor and evaluate project results for the client while balancing quality and profitability. • Manage flow and timing of all client projects and support audit activities by performing audits and consulting engagements as needed. • Collaborate with the Quality Management (QM) Team and Staff Success Manager to ensure quality expectations are achieved and opportunities for development of staff are identified. • Ensure client processes and workflows are documented. • Validate client invoices align with contract parameters including amendments. • Facilitate project kick off meetings in accordance with the procedures established for Coding services and ensure Coder's expertise is appropriate to achieve project outcomes. • Monitor and manage client profit margin by monitoring key metrics including productivity, staff utilization, and managing “miscellaneous/non-billable” non-attributable time. • Responsible for identifying additional solutions opportunities with clients. • Use expertise to identify new opportunities, collaborate with Sales/Account Management Team, and cultivate trusted relationships with our clients by using SME to demonstrate value. • Use expertise and project insight to partner with the Sales/Account Management team to create a strategy about solutions UASI could provide. • Leverages professional network and demonstrate expertise through market facing activities including professional organizations, speaking, or serving as a UASI Ambassador.

Role Description As the Client Associate you will develop industry knowledge and skills to support account teams in delivering exceptional service to Gallagher’s clients. You will work alongside experienced team members as you learn the business. Through hands-on learning, you will gain the knowledge, skills, and abilities to make client-related decisions independently. - You learn and support the employee benefits Client Service Cycle to ensure a seamless renewal process and help our team retain business. - We will teach you about Gallagher’s vast network of resources to improve efficiency and effectiveness in delivering client materials. - You familiarize yourself with the insurance industry and the GBS Professional Standards, including our "Peer Review" process that ensures quality in client deliverables. - We assist Client Service Managers with the preparation of RFPs, coordinate vendor responses, and create client presentations. - You observe how to effectively present in open enrollment meetings, participate on client calls, and reply to clients via email. - You establish positive relationships in your office and support with administrative tasks as needed. - You will maintain up-to-date records in the Document Management System (DMS). - You complete all GBS Employee Benefits curriculum and learn from your team. - We ask our team to exemplify the highest ethical standards, promote ethical behavior and uphold The Gallagher Way. Qualifications - Required: High School diploma/equivalent plus 1 year directly applicable experience. - Proficiency in Microsoft Office and basic math skills. - Preferred: Associate's degree, professional certification, or equivalent training and experience preferred. - Previous experience managing client relationships. - Exceptional organizational skills. - Proficient in using technology as a tool to maximize productivity and quality. - Strong written and verbal communication skills. Benefits - Medical/dental/vision plans, which start from day one! - Life and accident insurance. - 401(K) and Roth options. - Tax-advantaged accounts (HSA, FSA). - Educational expense reimbursement. - Paid parental leave. - Digital mental health services (Talkspace). - Flexible work hours (availability varies by office and job function). - Training programs. - Gallagher Thrive program – elevating your health through challenges, workshops, and digital fitness programs for your overall wellbeing. - Charitable matching gift program. - And more... The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process. Company Description Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. - Gallagher embraces our employees’ diverse identities, experiences, and talents, allowing us to better serve our clients and communities. - We see inclusion as a conscious commitment and diversity as a vital strength. - By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors, or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.