Full-Time Client Success Manager

Client Success Manager

Help our client's customers win fast, win big, and ensure renewals or advancement to their next-level coaching program. Assist health professionals in growing their online coaching businesses. Previous experience in digital/coaching business and marketing is required.

You'll build long-term relationships, orientate clients, and guide them through our client's training. Manage a client base of over 100+.

Responsibilities Include:

1. Onboarding calls for new clients, ensuring clear understanding of program start-up and focus areas for fast wins.
2. 1:1 and group calls to guide clients through the program, explaining resources.
3. CRM (Ontraport) updates with client progress notes, tracking their 'traffic light' status (Green, Yellow, Red).
4. Renewal conversation calls toward the end of each contract.
5. Engage in private community (Skool) to address sticking points, mindset, and self-belief.
6. Attend weekly team, client success, and one-on-one meetings.
7. Submit weekly reviews to solve problems and review KPIs.

Outcomes/KPIs:

• Maintain weekly pulse on all clients, updating traffic lights.
• Ensure no clients reach 'red' status, and turn 'yellow' into 'green'.
• Achieve >70% client renewal rate.
• Maintain 90% client 'green' status.

Time & Commitment:

• Flexible schedule, but dedicated time slots required for kickstart calls, SWAT sessions, 1:1/group calls with clients, successful client interviews for social proof.
• Daily Slack communication availability.

Experience Required:

• 2-5+ years of client success/account management, preferably in coaching or digital marketing.
• Ability to manage 100+ clients.
• 1+ year of digital marketing experience (webinars, funnels, ads, social media).
• Experience running or managing/coaching webinars, funnels, etc.

Additional Requirements:

• North American based, English native speaker.
• Highly organized and able to manage a large client base.
• Comfortable in a fast-paced environment, demonstrating a growth mindset.
• Consistent and reliable team member.
• Training or experience with prominent coaching influencers (e.g., Tony Robbins, Brendan Burchard).

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