Insurance Client Success Manager Jobs in Houston, TX

Client Success Manager

Houston, Texas
Impact Directors LLC

Full-Time Position
Pay: $16.00 – $18.00 per hour
Work Location: In Person

Position Overview

Impact Directors LLC is seeking a Client Success Manager to oversee client communication workflows, account coordination activities, and operational support functions related to the company’s conference, consulting, branding, and digital service operations.

The Client Success Manager will coordinate with clients, delegates, vendors, internal departments, and online business platforms regarding ongoing projects, conference participation, service updates, scheduling, operational follow-ups, and client engagement activities. The role requires strong organizational abilities, professionalism, and the ability to manage multiple client accounts and operational processes simultaneously.

This position operates within the Business Development Department and reports directly to the Business Development Manager.

Reporting Structure

Reports to: Business Development Manager
Department: Business Development Department

Key Responsibilities

Client Relationship Management

• Manage ongoing communication with clients, delegates, business partners, and service inquiries

• Coordinate onboarding activities and communication processes for new and existing clients

• Maintain organized client communication workflows and account-related records

• Monitor client engagement activities and coordinate timely follow-up communication

• Maintain professionalism and responsiveness across all client interactions

Online Client & Lead Coordination

• Coordinate communication with clients and leads received through online business platforms and digital channels, including Upwork

• Manage scheduling coordination, project follow-ups, operational updates, and service-related communication

• Track lead activity, account communication workflows, and client coordination records through internal tracking systems and CRM processes

• Coordinate ongoing communication regarding branding, website, marketing, consulting, and conference-related services

Project & Service Coordination

• Coordinate internally with operations, marketing, design, logistics, and administrative departments regarding client deliverables and operational timelines

• Coordinate tracking of project progress, approvals, revisions, invoices, agreements, and ongoing service requests

• Support coordination of branding, website, social media, consulting, and conference-related operational activities

• Maintain organized operational documentation and client account records

Conference & Business Operations Support

• Coordinate conference registration communication, delegate follow-ups, and operational scheduling activities

• Support coordination of organizational conferences, meetings, and business events

• Coordinate with vendors, operational staff, and internal departments to support service delivery and conference execution activities

• Assist with maintaining operational continuity during conferences and live organizational events

Administrative & Operational Coordination

• Coordinate preparation and organization of invoices, agreements, reports, and client-related documentation

• Maintain organized digital operational records and communication logs

• Support departmental coordination and administrative workflow processes

• Escalate operational concerns, client issues, or service-related matters to management when necessary

Scope of Role

Operates within established departmental procedures and management direction. Focuses on client engagement coordination, operational communication workflows, conference support functions, and account-related administrative coordination activities connected to the company’s consulting, digital solutions, and business operations.

Strategic planning, pricing authority, executive-level decision-making, budgeting authority, and company policy matters remain under the responsibility of management.

Qualifications

Education

Bachelor’s degree required in:

• Business Administration

• Communications

• Marketing

• Management

• Hospitality

• Or a related field

Experience

Previous experience in customer service, client relations, conference support, administrative coordination, account coordination, marketing support, or business operations is preferred but not required.

Candidates with strong communication, organizational, and interpersonal skills are encouraged to apply.

Skills

• Strong verbal and written communication abilities

• Professional phone, email, and client communication skills

• Strong organizational and multitasking abilities

• Ability to coordinate multiple ongoing operational activities simultaneously

• Professional and detail-oriented work approach

• Ability to work collaboratively across departments and operational teams

• Familiarity with CRM systems, online business platforms, and digital communication tools is preferred

Language Requirements

• Professional proficiency in English is required

• Fluency or conversational ability in Urdu is strongly preferred

• Bilingual English and Urdu communication skills are highly preferred due to the organization’s international conference operations and global client communications

Travel Requirements

• Occasional domestic or international travel may be required in support of conferences and organizational activities

• Flexibility to support operational activities during conference periods and live events when necessary

Work Location

In Person – Houston, Texas

Impact Directors LLC is a Houston-based capacity building organization focused on helping organizations, businesses and individuals strengthen their capabilities across leadership, automation and digital presence.