Client Strategy & Operations Associate
Indexed description
Early Career, 2-5 Years Experience
Location: Must currently be based in the Columbus, Ohio area. You’ll work from home part of the time and regularly work in person at COHatch in Dublin, Ohio. Candidates outside Central Ohio will not be considered.
Compensation: $80,000–$110,000+ target total compensation, depending on experience. This is primarily a base salary role, with additional upside through performance-based bonus/commission.
About Chatstrike
Chatstrike helps insurance agencies hire faster.
Our platform uses AI, automation, texting, job promotion, scheduling, pre-licensing, and recruiting workflows to help insurance agency owners turn applicants into interviews and new hires.
We’re building practical AI tools for insurance recruiting — helping agencies evaluate candidates, automate follow-up, improve speed-to-interview, manage recruiting pipelines, and keep candidates moving through pre-licensing.
We’re a small, fast-growing team helping agency owners and recruiting teams across brands like Aflac and Colonial Life improve their hiring process. Our customers are busy, practical, relationship-driven people who need a partner who can help them get results — not just software.
Chatstrike’s annual recurring revenue has grown more than 500% year over year, and we’re hiring to support the next stage of growth.
About the Role
We’re looking for a Client Strategy & Operations Associate to work directly with our founder and CEO.
This is an early-career role for someone with roughly 2–5 years of professional experience who wants to grow quickly, work directly with clients, and learn how AI is being used inside a real, fast-growing software company.
Your job will be to help insurance agency owners get better hiring outcomes using Chatstrike.
That means helping clients understand what is working, where they can improve, and how to use Chatstrike’s AI, automation, candidate sourcing, texting, scheduling, pre-licensing, and pipeline tools to get better results.
You’ll also help us think through new ways AI can improve the customer experience — from better candidate follow-up and recruiter workflows to smarter onboarding, support, and product features.
You’ll be part client strategist, part customer success partner, part sales support, and part product operator.
This role is ideal for someone who has the client-facing polish of a consultant, the urgency of a startup operator, and the warmth of a great customer success partner.
What You’ll Do
You will:
- Help clients achieve better hiring outcomes using Chatstrike’s software, AI, and automation tools
- Onboard new customers and help them get set up for success
- Train agency owners and recruiters on how to use Chatstrike effectively
- Diagnose what is helping or hurting a client’s recruiting performance
- Recommend practical changes to improve scheduling rates, interview show rates, pipeline follow-up, and candidate conversion
- Help clients understand how AI and automation can improve their recruiting workflows
- Support warm sales opportunities from inbound interest, referrals, and channel partners
- Turn client feedback into product ideas, AI workflow improvements, and better onboarding processes
- Work with engineering to clearly communicate bugs, feature requests, customer problems, and product opportunities
- Help build repeatable processes for onboarding, support, customer check-ins, and client success
Who You Are
You may be a great fit if you are:
- Smart and curious — you like learning how things work and can quickly understand both customer problems and product details
- Great with people — warm, clear, patient, and easy to talk to
- A structured problem-solver — you can understand a client’s situation, identify what matters, and recommend a clear plan
- Highly organized — you can manage many customer conversations and follow-ups without dropping balls
- A strong communicator — especially in short, clear emails and texts
- Patient and calm — you can explain things simply without making customers feel bad for asking
- Commercially minded — you understand that great customer service drives retention, referrals, and growth
- Resourceful — you figure things out instead of waiting for perfect instructions
- Professional and polished — you can communicate confidently with business owners, partners, and senior customer contacts
- High ownership — you notice problems, follow through, and care about the outcome
- Ambitious — you want to grow into a bigger leadership role as the company grows
Great Backgrounds for This Role
You could be a great fit if you’ve worked in:
- Management consulting or client advisory
- Customer success or account management
- Startup operations
- SaaS onboarding or implementation
- Sales or business development
- Recruiting or staffing
- Insurance agency operations
The common thread: you enjoy working with clients, solving ambiguous problems, learning quickly, and taking ownership of outcomes.
Requirements
- 2–5 years of professional experience in a customer-facing, consulting, sales, operations, recruiting, or account management role
- Must currently be based in the Columbus, Ohio area
- Excellent written and verbal communication skills
- Strong organization and follow-through
- Comfortable talking with customers by phone, text, and Zoom
- Comfortable learning software tools and explaining them to non-technical users
- Ability to work independently in a fast-moving environment
- Strong attention to detail
- Positive, patient, and customer-first attitude
- Excited to grow into a bigger operations role over time
What Success Looks Like
In this role, success means:
- Clients feel confident and supported
- Clients use Chatstrike more effectively
- Clients get more interviews and better hiring outcomes
- Warm sales referrals are handled quickly and professionally
- Customer feedback becomes clearer and more actionable
- Onboarding and customer success processes become more repeatable
- Chatstrike can serve more customers while keeping the personal, high-touch experience that has helped us grow
Why This Role Is Exciting
You’ll work directly with the founder and CEO and learn how AI is being used to solve real customer problems in recruiting — from candidate evaluation and automated follow-up to pre-licensing workflows and customer success.
You won’t just watch from the sidelines. You’ll help customers use these tools, identify new opportunities, and shape how AI becomes part of the Chatstrike product and customer experience.
This is a chance to join a lean, growing startup early and help build the customer operations function from the ground up.
Compensation
Target total compensation is expected to be $80,000–$110,000+, depending on experience.
This is primarily a base salary role, with additional upside through performance-based bonus/commission.
For an exceptional candidate with strong consulting, SaaS, startup, or client leadership experience, we are open to a higher package.
Equity may also be included for the right person, especially someone who can grow into a long-term leadership role as Chatstrike scales.
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