Full-Time Client Success Manager

As a Client Success Manager, help clients win fast, win big, and ensure renewals/progression to advanced coaching programs. Support health professionals in growing their online coaching businesses. Previous experience in digital/coaching business & marketing is essential.

Responsibilities:

• Conduct onboarding calls, ensuring clarity on getting started and focusing on fast wins.
• Lead 1:1 and group calls to guide clients through the program and resources.
• Update CRM (Ontraport) with client progress notes, managing "traffic light" status for clarity & engagement.
• Conduct renewal conversations near contract end.
• Engage in private Skool community, addressing sticking points, and offering support on workshops and mindset.
• Attend weekly sync, client success, and 1:1 meetings.
• Submit weekly reviews for problem-solving and KPI review.

Outcomes/KPIs: Maintain weekly client pulse, update traffic lights (green/yellow/red). Goal: >70% client renewals and 90%+ green status.

Time & Commitment:

• Flexible scheduling; open calendar for kickstart, SWAT, 1:1 & group coaching calls, and successful client interviews.
• Daily Slack communication.

Requirements:

• 2-5+ years of client success/account management, preferably in coaching or digital marketing.
• Ability to manage 100+ clients or demonstrated ability/willingness.
• 1+ years of digital marketing experience (webinars, funnels, ads, social media - preferred, not required).
• Experience running/managing webinars, funnels, SBC.
• North American location, English fluency.
• High organization & client load handling skills.
• Fast-paced, growth-minded, and entrepreneurial spirit.
• Consistent and trustworthy team member.
• Certification/study with coaching influencers (e.g., Tony Robbins, Brendan Burchard).

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