Client Success Manager

Client Success Manager (Full-Time | Remote | 40 hrs/week | 9AM–5PM US Eastern Standard Time)
Role OverviewThe Client Success Manager (CSM) owns the end-to-end client experience and outcomes across our programs (DIY, DWY, DFY).
This is not a virtual assistant role.This is a client operations seat.
You will be responsible for driving client completion, enforcing timelines, maintaining service standards, and protecting the company’s reputation through proactive communication and decisive action.
If you wait for instructions, this role is not for you.If you take ownership, anticipate problems, and solve them before they escalate — keep reading.
What You Will Own

• Full onboarding execution within 2 business hours of enrollment
• End-to-end DFY trust setup process (documentation accuracy, follow-ups, completion tracking)
• 2-hour response time SLA across phone, SMS, email, and community channels
• Client pipeline visibility and CRM accuracy (GHL, Monday.com dashboards)
• Program completion rates and client accountability
• Workshop and event client experience (Zoom engagement & coordination)
• Feedback collection, reporting, and process improvement recommendations
• You are accountable for outcomes — not just activity.

Who This Role Is ForOperators who think in systems, not tasksProfessionals comfortable holding clients and internal stakeholders accountableDecision-makers who escalate appropriately but solve independently firstIndividuals who understand client retention is a business metric, not a “support function”Contributors who take pride in clean dashboards, fast response times, and measurable KPIs
Requirements

• 2+ years in Client Success, Account Management, Operations, or Program Fulfillment
• Proven experience managing client pipelines or structured processes
• Strong command of English (written and verbal; confident on calls)
• Experience with CRM systems (GoHighLevel preferred), Monday.com, Zoom, Google Workspace
• Ability to manage multiple communication channels (phone, SMS, and email) simultaneously
• Detail-oriented with strong documentation discipline
• High emotional intelligence with firm boundary-setting skills
• Comfortable working in a systems-driven, EOS-style environment
• Available full-time (40 hours/week, 9AM–5PM EST)

What Success Looks Like

• Clients feel supported, informed, and guided at every stage
• 90%+ DFY clients complete Trust Setup on time
• 85%+ program completion rate across all offers
• Zero backlog in inboxes, tickets, or follow-ups
• Accurate, up-to-date client dashboards and pipelines

Performance KPIs95%+ onboarding within 2 business hours90%+ DFY trust setups completed on schedule95% client response time within 2 business hours85%+ program completion rate

👉 Apply here: https://wkf.ms/42TZyud