Customer Success Manager

Client Success Manager (Remote – South Africa)

📍 Fully Remote | 💸 $24K–$36K USD Base 🕒 EST Hours | CRM: HubSpot/Highlevel | Industry: Marketing Services for Financial Services

To Apply:

If you're interested, please submit the following to [email protected]:

• Your experience managing client accounts
• Your experience working inside a marketing agency
• A difficult client situation you successfully turned around
• Why you believe you would excel in a retention-focused role

1. Your resume
2. Include the phrase: “Retention drives growth” In the subject line of your email.

About Us

We are a fast-growing U.S.-based marketing company that helps financial advisors grow their business through preset appointments.

Our clients are financial advisors across the United States who rely on us to help them consistently fill their calendars with qualified retirement-focused appointments.

We are looking for a high-level Client Success Manager who can help strengthen client relationships, improve retention, manage onboarding, and proactively guide clients toward success inside our programs.

This is NOT a customer support position.

This role is responsible for protecting client relationships, improving client experience, identifying churn risk early, and helping clients stay engaged long enough to see results.

Your #1 job: get advisors to their first wins fast and keep them long enough to realize a strong ROI on our appointments.

What You’ll Be Doing

• Running onboarding calls with newly signed clients
• Helping clients understand program expectations and best practices
• Assisting clients with calendar integrations and onboarding setup
• Conducting bi-weekly check-in calls with active clients
• Identifying churn risks before they become cancellations
• Managing difficult conversations professionally and calmly
• Reinforcing client accountability and engagement
• Monitoring client sentiment and overall account health
• Communicating internally with sales and operations teams
• Helping clients improve appointment attendance and engagement
• Maintaining detailed CRM notes and account updates
• Driving long-term retention and renewals

What We’re Looking For

• Minimum 5 years of client/account management experience
• Previous experience working inside a marketing agency
• Excellent spoken and written English
• Strong Zoom and phone communication skills
• Experience handling high-maintenance or frustrated clients
• Strong emotional intelligence and professionalism
• Ability to remain calm under pressure
• Ability to drive increased client retention over 90%
• Highly Proactive, organized and process-oriented
• Comfortable managing multiple client relationships simultaneously
• Strong follow-up and accountability skills
• Experience with CRMs and remote communication tools

Huge Plus If You Have Experience With:

• Retention management
• Customer success
• Appointment-based businesses
• Financial services clients
• Lead generation businesses
• Renewals or upsells
• Churn prevention
• Remote U.S.-based client communication
• Running cancellation/save calls and turning at‑risk accounts around.

Important

We are NOT looking for someone who simply “checks in” with clients.

We are looking for someone who can:

• build trust
• maintain authority
• guide clients professionally
• manage expectations
• protect recurring revenue
• improve long-term client retention

If you thrive in client-facing environments and know how to maintain strong relationships while navigating challenging conversations professionally, we’d love to hear from you.