Client Success Manager
Only freelancers located in the U.S. may apply.U.S. located freelancers only
I'm seeking an exceptional **Client Success Manager** to create an outstanding experience for every client who interacts with my personal brand, educational programs, products, memberships, and businesses. This is not a traditional customer service position. I believe every interaction should leave people feeling heard, valued, respected, and supported. I'm looking for someone who genuinely enjoys helping people and who takes ownership of creating a world-class client experience. ## About Me I am an business woman, speaker, educator, author, and visionary building multiple educational brands, digital products, memberships, and programs designed to help individuals and families grow personally, professionally, and financially. As our community grows, I need someone who will become the trusted point of contact for our clients and ensure every interaction reflects our values and commitment to excellence. ## Your Mission Your mission is to deliver an exceptional client experience by ensuring every customer feels welcomed, supported, informed, and cared for throughout their journey. You will become the primary relationship manager for our community. ## Responsibilities ### Client Communication * Respond to customer emails * Answer phone calls and text inquiries * Provide prompt, professional, and compassionate support * Resolve client concerns and questions * Escalate issues when appropriate ### Client Onboarding * Welcome new clients and members * Guide customers through onboarding * Ensure access to courses, memberships, and digital products * Help clients understand available resources ### Course & Membership Support * Assist with account access * Password resets * Membership questions * Course navigation * Technical support coordination * Billing inquiries * Membership renewals ### Product Support * Assist customers with digital product downloads * Coordinate merchandise order questions * Track shipping concerns * Process returns or refunds according to company policy * Ensure customers receive what they purchased ### Community Management * Welcome new community members * Respond to comments and messages * Help foster a positive online environment * Encourage engagement and participation ### Appointment Coordination * Schedule consultations * Confirm appointments * Send reminders * Coordinate meeting logistics ### Client Relationship Management * Maintain accurate CRM records * Document customer interactions * Follow up with clients after purchases * Request testimonials and reviews * Identify opportunities to improve the customer experience ### Administrative Support * Track support requests * Prepare weekly client experience reports * Identify recurring customer questions * Recommend improvements to systems and processes ## The Ideal Candidate You are: * Warm and compassionate * An exceptional communicator * Highly organized * Patient and solution-oriented * Calm under pressure * Detail-oriented * Professional * Trustworthy * Comfortable with technology * Passionate about helping people succeed You believe that every interaction matters. ## Required Skills * Excellent written and verbal English * Customer support experience * CRM software experience * Google Workspace or Microsoft 365 * Video conferencing platforms * Strong organizational skills * Ability to multitask * AI tools such as ChatGPT (preferred) ## Bonus Qualifications * Membership management * Online course support * E-commerce customer service * Community management * Event support * Virtual assistant experience * Experience supporting coaches, educators, or entrepreneurs ## Success Looks Like Within the first 90 days: * Customer inquiries are answered promptly and professionally. * New clients experience a seamless onboarding process. * Client satisfaction remains consistently high. * CRM records are accurate and up to date. * Client follow-up systems are established. * Customer feedback is regularly collected and shared with leadership. * Our community feels welcomed, supported, and valued. ## Compensation Competitive compensation based on experience, communication skills, and demonstrated ability to create exceptional client experiences. ## To Apply Please submit: * Your resume * A brief cover letter * A 2–3 minute video introducing yourself and explaining why you enjoy helping people * Three professional references Please begin your application with the words **"Client First"** so I know you've read the entire posting. I'm looking for someone who doesn't simply answer questions. I'm looking for someone who helps create an unforgettable experience for every person who becomes part of our community.
- More than 30 hrs/weekHourly
- 6+ monthsDuration
- ExpertExperience Level
- Remote Job
- Ongoing projectProject Type
Skills and Expertise
Activity on this job
- Proposals:Less than 5
- Interviewing:0
- Invites sent:0
- Unanswered invites:0
About the client
- USAClovis12:53 PM
- 1 hire, 1 active
Explore similar jobs on Upwork
How it works
Create your free profileHighlight your skills and experience, show your portfolio, and set your ideal pay rate.
Work the way you wantApply for jobs, create easy-to-by projects, or access exclusive opportunities that come to you.
Get paid securelyFrom contract to payment, we help you work safely and get paid securely.
About Upwork
- 4.9/5(Average rating of clients by professionals)
- G2 2021#1 freelance platform
- 49,000+Signed contract every week
- $2.3BFreelancers earned on Upwork in 2020
Find the best freelance jobs
Growing your career is as easy as creating a free profile and finding work like this that fits your skills.
Trusted by