Open to opportunities

Amber McClure

@ambermcclure

Customer Success and Client Operations leader building CRM workflows, onboarding systems, and AI-enabled retention engines.

United States

Message

What I'm looking for

I’m looking to lead customer-operations and client-success systems that drive retention—building CRM and onboarding workflows, improving follow-through, and using AI to streamline service delivery in a cross-functional, fast-moving environment.

I’m a Customer Success and Client Operations leader with 15+ years of experience building client-facing processes that create order in fast-moving environments. I’m known for improving follow-through and aligning clients, teams, and systems to support retention, operational visibility, and scalable growth.

In recent roles, I’ve supported onboarding and post-call follow-up processes, improved CRM and workflow visibility across customer success, marketing, and sales, and mapped trial-to-early engagement experiences to operational needs. As a founder and Client Operations Director, I built multi-six-figure virtual assistant operations using Zoho CRM and Zoho Recruit, led client lifecycle management end-to-end, and used AI-assisted automation to strengthen communication continuity, task completion, and service quality.

Experience

Work history, roles, and key accomplishments

Founder | Client Operations Director

Live Free Virtual Services

May 2020 - Dec 2025 (5 years 7 months)

Built and operated a virtual assistant recruitment and management business, generating $900K+ in revenue from 2021–2025 while managing up to 35 assistants concurrently. Owned the client lifecycle and built scalable CRM-based onboarding, follow-up, and accountability processes using Zoho tools and AI-enabled automation.

Client Lifecycle Management Zoho CRM Zoho Recruit Onboarding Workflow Automation Hubstaff Performance Tracking Process Improvement Stakeholder Management

Customer Success Ops Consultant

Elavix Inc

Aug 2024 - Sep 2025 (1 year 1 month)

Supported customer success operations for an AI-powered growth platform by guiding onboarding, hub setup, and follow-up communication to improve early adoption and customer readiness. Designed onboarding and post-call follow-up workflows, improving CRM and cross-functional visibility across customer success, marketing, and sales.

Customer Success Operations Onboarding Customer Lifecycle Management Workflow Documentation Customer Engagement

Founder | Client Services & Insurance

Live Free Insurance

Jan 2019 - May 2020 (1 year 4 months)

Led an independent insurance agency focused on high-touch onboarding, renewals, and ongoing policy servicing to support retention. Managed policy changes and account workflows while maintaining clear documentation and proactive client communication.

Insurance Operations Client Onboarding Renewals Account Management Customer Retention Strategy Client Communication

Insurance Agent

Liberty Mutual Insurance

Apr 2018 - Jan 2019 (9 months)

Supported client onboarding and policy servicing in a high-touch insurance environment, ensuring strong follow-through on policy-related needs. Coordinated client communication and account actions to maintain service continuity and accurate documentation.

Client Onboarding Policy Servicing Client Communication Account Coordination Customer Follow Through Documentation Relationship Management

Client Account Manager

Greg Meyer State Farm Agency

Aug 2017 - Apr 2018 (8 months)

Managed policy updates and client service requests in a fast-paced environment, ensuring responsive account communication. Supported relationship management with retention-focused follow-up and consistent account servicing.

Client Account Management Policy Updates Relationship Management Retention Focused Follow Up Customer Service Documentation Fast Paced Environment

Senior Client Account Manager

Kelli Davis State Farm Agency

May 2014 - Jul 2017 (3 years 2 months)

Managed client relationships and coverage reviews across insurance and financial accounts, driving retention-focused follow-up. Supported onboarding, service requests, and ongoing account maintenance in a high-volume environment with strong organization and follow-through.

Coverage Client Relationship Management Retention Strategy Client Onboarding

Branch Account Executive II

OneMain Financial

Jul 2013 - Apr 2014 (9 months)

Managed consumer financial accounts and loan servicing workflows with strong documentation and compliance focus. Supported customer communication and account follow-up to ensure accurate, on-time servicing in a regulated lending environment.

Consumer Lending Account Follow up Customer Communications Documentation Management Customer Account Support Regulated Lending Processes