Customer Success Manager
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.