Customer Success Manager

Há 2 dias

São Luís, Maranhão, Brasil Agent Tempo inteiro

Job Title: Customer Success Manager for Real Estate Coaching

Location: Remote (LATAM)
Hours: Must be available for 15 hours/week, scaling to 40+, with meetings aligned to EST hours.
Compensation: 2000 - 3000 (based on assessment)

About the Company

Our client is a startup helping Canadians become real estate investors through online events, bootcamps, and high-ticket coaching, offering community support and weekly calls. Their clients value the company\'s proactive communication, trustworthiness and professionalism. They pride themselves on delivering a high-touch, impactful experience for our clients.

About the Role

We\'re looking for a highly organized and proactive Customer Success Manager to join our fast-paced, small team. This is a hybrid role that blends strong administrative skills with excellent people-facing abilities. You will be a key player in ensuring our clients have a seamless and productive journey, from onboarding to daily engagement.

This is a dynamic role for someone who thrives in a startup environment, is comfortable working autonomously, gets things done and is willing to take on varied responsibilities.

Key Responsibilities Customer Success & Client Management
  • Act as a primary point of contact for our high-ticket customers, handling inquiries related to their journey, access to resources, and payment plans.
  • Respond to inquiries in GoHighLevel (GHL) and Gmail about logins, trainings, and real estate deals.
  • Proactively engage with customers to ensure they are progressing through the coaching program and feel supported in their journey.
  • Onboard new customers, ensuring they are properly set up for their calls and have access to all purchased materials.
  • Exhibit a high level of discretion and professionalism when dealing with sensitive client information and conversations.
Administration Support
  • Manage the calendar and scheduling for live training calls, events, and coaching sessions.
  • Prepare, launch, and manage live events on Zoom, including handling assets and technical logistics for large-scale calls (up to 1,000 attendees).
  • Maintain accurate records and an organized system using CRM platforms and standard admin tools.
  • Handle admin tasks, including correspondence with clients via email and SMS, and ensure all communication is professional and timely.
  • Adjust and maintain calendar schedules to reflect client needs, ensuring a smooth and organized workflow and documents.
  • Create, update and maintain workflows in Asana and document (including SOPs.)
  • Social Media Support (posting pre-prepared content).
  • Participate in daily 10 AM (EST) meetings and occasional ad-hoc meetings.
Required Skills & Experience
  • Proven experience in a customer-facing role within a service-based, digital, or coaching business. (at least 3 years as customer success Manager or similar role)
  • A strong understanding of customer journey principles and the ability to proactively guide clients toward success.
  • Working knowledge of CRM platforms (GoHighLevel, HubSpot, Salesforce) and project management tools (Asana, ClickUp).
  • Proficient with Zoom, Google Suite (Calendar, Docs, Sheets, Drive), and standard office software.
  • A highly organized, detail-oriented, and resourceful individual with an autonomous work ethic.
  • You should possess a positive, productive, and low-drama attitude.
  • Discretion and trustworthiness due to handling sensitive data.
  • Excellent people skills with the ability to build rapport and communicate professionally and with discretion.
  • Strong English communication skills and high emotional intelligence.
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