We are looking for a Client Success Manager full-time from 40 hours per week, to join our fully remote team.
🚀 About Us
We are a consulting business that helps digital marketing agency owners and founders scale their business while cutting their time in operations of their business in half.
We help them through business consulting with these three areas:
1. Predictable Lead Gen & Sales
2. Efficient Processes & Operations
3. A-Player Team
Mission for Client Success Manager
To make sure our clients reach their goals and have a top-notch experience in our consulting program by keeping them engaged, supported, and on track while freeing up time for our Head Coach to focus on high-impact activities.
⭐️ Main Success-KPI:
- Time freed up for Head Coach for department development tasks.
- Reduction of touch points from Head Coach with tasks that are non-strategic.
- Module Completion Rate of Clients
- Weekly Communication Rate of Clients
- Percentage of clients hitting their revenue goals each month.
Responsibilities 📋
Client Onboarding & Engagement
- Send personalized welcome gifts to new clients.
- Manage game plan duplication for continued clients.
Client Communication & Support
- Ensure clients receive weekly check-ins and necessary reminders to complete their action items.
- Monitor client activity and follow up on action items, holding them accountable.
- Support clients in executing their monthly plans, escalating as needed.
- Ensure messages on Slack are seen and responded to.
- Track participation and engagement on client calls.
- Review AI summary and stay up to date on action items for clients from all types of client calls so you can hold them accountable and adapt the weekly checkin message accordingly
Milestone Calls & Accountability
Ensure documents are filled out before upcoming milestone calls by client.
Review client KPI trackers before calls and share insights with the team.
Ensure clients send an update to prepare for weekly check-ins call.
Ensure clients send a weekly update even if they don’t have a weekly call.
Follow up on testimonials and client feedback.
Administrative & Email Management
Maintain a clean and organized inbox for the Head Coach (unsubscribe, delete, filter, forward as agreed on and needed).
Follow up with paused clients via Head Coaches email and messages.
Document key client interactions and updates.
Engage with client content on LinkedIn by liking and commenting.
Offboarding & Internal Tracking
Offboard past clients from Slack and internal systems.
Maintain accurate client data and feedback in internal trackers.
Collaborate with the team to track and report client results.
Improve Program and Client Documentation
Support the Headcoach with administrative tasks to ensure the client journey and program materials are well documented and clients get a premium experience.
Consistently research and learn new agency topics to stay on top of the game and be able to support clients long-term.
Consistently Improve as Client Success Manager
Continuously learn and master our regularly updated program materials to effectively teach clients in the long run.Learn and know our materials in and out to be able to send clients what they need.
Consistent Improvement is a company value make sure you keep up the drive to consistently develop yourself in the role with the support of your Head Coach.
Attend Team Calls and be a proactive part of the Client Success Department.
Sounds good?