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An Excellent Job Opportunity for Professionals Focused on Human Development and Responsibility.
Elevate Teams is seeking a Customer Success Coordinator – Remote (Latin America) to be the key link in monitoring and developing the Virtual Assistants (VAs) allocated to insurance agencies. This is a full-time, fully remote position offering a competitive monthly salary of US$ 1,392 to US$ 1,740, plus performance incentives. The role is crucial for ensuring the professional success, satisfaction, and long-term retention of these professionals. Elevate Teams operates under the strict Entrepreneurial Operating System (EOS), valuing clarity, discipline, and responsibility, and is in an exciting expansion phase, ideal for those seeking real growth and a structured, supportive work environment, prioritizing the Elevate Teams culture.
Selection Process
The selection process for the Customer Success Coordinator position stands out for its clear and structured approach, aligned with the EOS principles that govern Elevate Teams. Candidates must demonstrate not only the necessary technical and language skills (fluency in English C1-C2), but also strong emotional intelligence, accountability, and a genuine pleasure in solving problems through understanding people.
The evaluation focuses on identifying individuals who can support the Virtual Assistants while also being able to hold them accountable, maintaining calm and balance under pressure. Beyond experience in customer service or people management, compatibility with the company’s culture, based on values such as Being Excellent, Good Vibes, Curiosity, Balance, Advocacy, and Extreme Responsibility, is a decisive factor in ensuring the selected professional thrives and actively contributes to the retention results of the VAs, which is the primary success metric of the role.
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Customer Success Coordinator – Remote (Latin America)
The job opportunity for Customer Success Coordinator – Remote (Latin America) is an essentially remote role, covering Latin America, and with a full-time work regime. The main focus of the position is to be responsible for the performance, satisfaction, and consequently, the long-term retention of the Virtual Assistants (VAs) allocated by Elevate Teams to insurance agencies. This role is a strategic combination of coaching people, structured accountability, and proactive problem-solving. The Coordinator will be the key point of contact, building strong relationships with the VAs through recurring one-on-one meetings, monitoring their satisfaction, professionalism, and meeting deadlines. Responsibilities include identifying performance or engagement issues before they become urgent, leading escalation instances, guiding VAs on growth within the client agency, and keeping the evaluation bulletins (VA Scorecard) accurate. Success in this role is primarily measured by the Retention of the assigned Virtual Assistants and a Composite Score from the VA Scorecard. Working hours, although not specified in detail, will be full-time and fully remote, requiring a stable internet connection and a functional home office setup.
About the Company
Elevate Teams is an organization dedicated to providing industry-trained Virtual Assistants to agencies and brokers. The company positions itself as a strategic partner that drives the insurance broker by handling essential services, from comprehensive policy management to impeccable claims support and administrative operations, aiming to increase the productivity and efficiency of the policy management team while reducing operational costs. With a size of 51 to 200 employees, Elevate Teams demonstrates a niche focus and expertise in the insurance industry.
The company culture is one of its strongest pillars, being fully guided by the Entrepreneurial Operating System (EOS), ensuring a work environment with clarity, discipline, and responsibility. Remote work is seen as the future of work, and the company is committed to providing its employees with the best possible environment, offering greater flexibility and better work-life balance, eliminating commuting costs and time. Elevate Teams invests in professional growth and learning, offering comprehensive training (in property and casualty insurance, CRM management for insurance), as well as leadership opportunities and real growth as the team expands, always maintaining a collaborative and supportive environment with good energy and autonomy.
Job Requirements
To apply for this job opportunity, the professional must have fluency in English (C1–C2), both written and spoken, feeling comfortable on calls with clients. It is necessary to have 1 to 2 years of experience in customer service roles, such as people management/coaching, talent success, client success/account management, or BPO/recruitment coordination. Strong interpersonal and communication skills, high emotional intelligence to handle sensitive issues, and being organized, detail-oriented, and data-driven are required. As this is a remote position, it is essential to have a stable internet connection and a functional home office setup. Desired experience (not mandatory) includes managing remote teams/BPO, familiarity with the US insurance industry, and tools such as Google Workspace, Notion, CRM systems, and Hubstaff.
Job Benefits
Elevate Teams offers a competitive monthly salary ranging from US$ 1,392 to US$ 1,740 (based on the candidate’s experience), plus Performance-based Incentives directly linked to the growth and retention of the Virtual Assistants. Benefits include the opportunity to join a team that is in rapid growth and prioritizes people during an exciting expansion phase, receiving clear integration, tools, and training to ensure success from day one. The work environment is fully remote, guided by EOS (ensuring clarity, structure, and absence of chaos), and offers a culture of support with good energy, autonomy, and real opportunities for professional growth, as the position has a significant impact on the success and professional sustainability of the VAs.
How to Apply
To apply for the job opportunity of Customer Success Coordinator at Elevate Teams, use the Simplified Application option as indicated in the source, showcasing your interest and qualifications for this high-impact role. It is important for the candidate to highlight their experience in people management and coaching, as well as their fluency in English, to optimize the evaluation process by the Recruitment team led by Lídia López Herrera.
It is highly recommended that the candidate reviews the core values of Elevate Teams and is prepared to demonstrate how they align with an EOS-oriented environment that values clarity and accountability. This is your chance to join a company that not only grows rapidly but also offers a culture that ensures work-life balance and autonomy, all while you drive the success of other professionals within the Elevate Teams culture.
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