Client Success Manager
2 weeks ago
The Client Success Manager will own the entire client experience for the Group, ensuring every engagement runs smoothly from kickoff to completion. You will act as a bridge between coaches, clients, and leadership, transforming our 37-step client journey into a predictable and high-quality experience. Your role is crucial to driving accountability, reporting results, and ensuring all clients are supported and successful.
Responsibilities- Maintain a straightforward status (green/yellow/red) for each client to monitor progress.
- Provide weekly updates to clients, coaches, and the CEO reflecting accomplished tasks, next steps, and any blocks.
- Coordinate with coaches to ensure timely management of travel, meetings, and client assignments.
- Monitor key metrics on client and coach performance weekly.
- Ensure clarity of expectations before and after each coaching session.
- Follow up amicably yet assertively to ensure commitments are delivered.
- Identify and implement monthly improvements to enhance client experience.
- Ensure consistent communication so clients are always informed of developments.
- 3–5+ years of experience in client success, project management, or operations, ideally in professional services or coaching.
- Proven record of managing multiple client accounts successfully.
- Strong written communication skills, maintaining clarity, professionalism, and approachability.
- Exceptional organizational skills with a keen attention to detail in managing timelines and deliverables.
- Proficient with ClickUp, CRMs, or similar project management tools for tracking progress.
- Ability to interpret data and provide actionable insights based on dashboards.
- Self-starter with a strong ownership mentality; proactive in ensuring outcomes.
- Ability to remain calm and organized under pressure; adaptable to changes.
- Up to $1800, depending on experience
- 13th month pay
- Annual bonus up to 150% of one month's salary, contingent on quarterly performance scores.
- Comprehensive HMO policy, including dependents.
- Annual continuing education budget to support professional development
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