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.