Client Success Manager – Medical Practice

This is a fully remote position, open to applicants in Argentina, +5 more countries.

📋 Description

• Oversee the onboarding process for new clients, facilitate account access, and lead clinic teams through training on GoHighLevel and lead management workflows.

• Conduct weekly performance calls with clients during the initial six weeks post-launch, followed by additional support and review calls as needed.

• Evaluate metrics such as cost per lead, cost per booked consultation, lead response time, outbound call activity, appointment booking and attendance rates, and patient conversion rates.

• Identify obstacles in lead quality, clinic follow-up, and patient acquisition, and convert these insights into actionable recommendations for practice owners.

• Provide coaching to clinics on follow-up procedures, call activity, and strategies for improving conversion rates.

• Collaborate with media buying, creative, operations, and other internal teams to suggest campaign adjustments, monitor deliverables, and resolve client-related issues.

• Manage communication with clients, ensuring satisfaction, account health, and retention while proactively identifying risks and fulfilling commitments.

• Identify opportunities for integrating proven service lines, manage approvals, and collect payments when appropriate.

• Gradually assume client-facing responsibilities from the founder.

• Independently handle client discussions, identify and resolve performance challenges, maintain relationships, and decrease the founder's involvement in daily account management.

• Conduct approximately 20–30 client calls weekly, covering onboarding, platform training, performance evaluations, and support.

⛳️ Requirements

• Extensive experience with Meta Ads and performance marketing, including the capability to analyze funnel and conversion metrics with minimal oversight.

• Background in serving medical practices or healthcare-related businesses, with insight into how clinics convert inquiries into scheduled consultations and patients.

• Exceptional spoken and written English skills, strong comprehension, executive presence, and the confidence to provide guidance to U.S. practice owners.

• Demonstrated experience in client-facing roles such as account management, client success, marketing strategy, or similar consultative positions.

• Good judgment, proactive problem-solving abilities, and a strong commitment to follow-through.

• Capability to respectfully challenge clients while effectively collaborating with team members.

• Comfort with managing multiple client relationships and coordinating cross-functional tasks independently.

• Ideally, 5+ years of experience in medical marketing agencies, client success, account management, or performance marketing.

• Familiarity with U.S. clinics, particularly in insurance-based medical practices.

• Experience with GoHighLevel or similar CRM platforms, with a quick learning ability.

• Knowledge of ClickUp.

• Proven experience in enhancing client onboarding or retention processes.

• Primary availability from 9:00 AM to 5:00 PM Eastern Time, with the possibility of later client calls on occasion.

🏝️ Benefits

• Fully remote position with core hours aligned to U.S. Eastern Time.

• Competitive base salary ranging from USD $3,000 to $3,500 per month.

• Performance-based incentives, including commission for upsells, a monthly retention bonus, and a quarterly performance bonus (subject to agreed-upon targets and eligibility).

• Significant ownership as the primary advisor and relationship manager for medical practice clients.

• Direct access to the founder and a clear trajectory for assuming greater client-facing responsibilities.

• The chance to contribute to the establishment of a client success function from the ground up within a growing, specialized agency.

• A focused service model, with a dedicated marketing team managing campaign execution, allowing you to concentrate on strategy, diagnosis, and relationship-building.

• A work culture that prioritizes autonomy, direct communication, collaboration, and meaningful tasks over excessive meetings.

• Growth opportunities: As the company expands, there may be chances to mentor additional CSMs or transition into broader client success leadership roles.

• A significant impact: Your work has a direct influence on medical practices and their patients.

• 10% of the first month of incremental recurring revenue from eligible upsells.

• $300 per month for achieving the agreed 95% client retention target.

• $500 per quarter for meeting retention and other mutually agreed client success KPIs.