Customer Success Manager
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Job Description
Client Success Manager supporting high value clients in property coaching and helping them stay engaged and accountable. Working remotely for an innovative AI-driven property education company.
Responsibilities:
- Conduct welcome and onboarding calls with new members
- Run structured 45 minute Zoom onboarding sessions
- Guide members through the platform and confirm next steps
- Review member profiles, goals and strategy recommendations before calls
- Help members establish weekly commitments and onboarding milestones
- Build strong client relationships through proactive communication
- Monitor engagement and identify members at risk of disengaging
- Follow up via phone, SMS and email when members fall behind
- Encourage action, maintain momentum and hold members accountable
- Handle objections with confidence, empathy and professionalism
- Respond to client queries promptly and professionally
- Support members from onboarding through to deal readiness
- Assist with basic feasibility checks and deal understanding
- Adapt communication styles to different personality types
- Escalate complex finance, strategy or technical queries when required
- Maintain accurate CRM notes and client progress updates
- Track onboarding, engagement and member activity
- Provide leadership with visibility across client progress and performance
- Follow internal processes and workflows consistently
Requirements:
- Previous experience in client success, relationship management, account management, sales or customer onboarding
- Exceptional spoken and written English communication skills
- Confident, professional and engaging presence on Zoom calls
- Strong people skills with the ability to build rapport quickly
- Ability to ask thoughtful questions and guide conversations effectively
- Comfortable holding clients accountable to agreed actions
- High emotional intelligence and strong listening skills
- Strong attention to detail and process follow through
- Proactive mindset with the ability to identify issues before they escalate
- Ability to work Australian business hours consistently
- Comfortable using CRM systems and digital platforms
- Experience working with high value or high touch clients
- Exposure to property, real estate, coaching or investment industries
- Experience using GoHighLevel or similar CRM systems
- Understanding of personality or behavioural assessment frameworks
- Interest in AI powered platforms and technology enabled businesses
Benefits:
- Fully remote role within a fast growing Australian business
- Long term career growth opportunities
- Collaborative and supportive team environment
- Performance focused culture with direct exposure to leadership
- Opportunity to work within an innovative AI and property education business
- Ongoing professional development and training
- Flexible and modern online working environment
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