
Client Success Manager
Posted Jun 21

Posted Jun 21
This is a fully remote position, open to applicants in United States.
• Establish clients for success within the Love Accelerator program.
• Oversee the activities of over 250 clients to pinpoint opportunities for additional support.
• Engage directly with clients through phone and Zoom to assess their key needs and create actionable next steps.
• Qualify clients for our premium program, Lux, and help them ascend within our offerings.
• Enhance overall client satisfaction by ensuring a seamless transition into the program.
• Address payment plan failures for current clients effectively.
• Handle renewals and obtain referrals and testimonials.
• Maintain a 40-hour workweek that includes:
• Managing 6 hours of availability through Calendly.
• Participating in community introduction responses.
• Conducting welcome calls to assist clients in getting started.
• Acting as the primary customer support contact via text, email, voicemails, helpdesk, and community forum messages.
• Reviewing feedback surveys and performing follow-ups.
• Scheduling appointments for Lux consultations.
• Monitoring and supporting the progress of Lux clients.
• Reducing refund requests through proactive communication via phone or Zoom.
• Engaging in regular team meetings with the lead.
• Availability to work from 10 AM to 7 PM PT.
• Willingness to work on Sundays, with Fridays and Saturdays off.
• Ideally situated in the MT or PT time zones to accommodate this adjusted work schedule.
• Excellent interpersonal and communication abilities.
• Capability to manage multiple tasks while maintaining attention to detail.
• Competence in utilizing digital tools for scheduling, communication, and customer management.
• A proactive approach, consistently seeking opportunities rather than waiting for them to arise.
• Remote work flexibility.
• Competitive base salary plus commission.
• Opportunities for growth within a scaling company.
Root Global
Addepar
Vanderbilt University Medical Center
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