Job Description

About the Role

We are seeking a proactive, detail-oriented

Client Success Manager

to oversee investor communications, manage daily operational workflows, support lead nurturing, maintain a strong digital presence, and ensure our CRM and reporting processes run smoothly. This role is essential in supporting investor relations, enhancing customer experience, and ensuring the efficiency of our sales and onboarding pipelines.The ideal candidate is highly organized, resourceful, comfortable with technology, and able to manage multiple touchpoints across platforms and communication channels. This role replaces a current team member and requires someone ready to step into an established workflow and continuously improve it.

Key Responsibilities

Daily Communication

Manage Meta Business Suite DMs/comments (respond, resolve, delete harmful comments). Respond to all GoHighLevel (GHL) inbox messages (email/SMS/calls). Monitor multiple inboxes for investor/support inquiries and update records accordingly.

Lead Nurturing & Calling

Daily WAVV call outreach to Smart Lists (Hot leads, Booked Calls, No-Shows, Webinar leads). Follow up with SMS and maintain accurate notes in CRM.

CRM Management

Mark appointment results (show/no-show/canceled). Spot-check Opportunity Pipeline vs. Transactions; ensure data accuracy. Identify email typos, automation issues, and fix/flag errors. Monthly: verify new investors complete ACH connections, including wire senders.

Marketing & Online Presence

Monthly review of online presence and competitor positioning. Assist with UTM performance tracking. Create and schedule monthly social media posts (FB/IG/LinkedIn) with a 30-day buffer. Facilitate and sometimes lead webinar sessions with customers.

Weekly & Monthly Reporting

Weekly: call summaries, pipeline accuracy, capital raise status, Meta comment tracking, AI conversation insights. Monthly: total raised (Pipeline vs. Portal), capital insights, KYC expenses, accreditation/age reports, maturity/notice dates, ACHQ expenses.

Requirements

Qualifications

Fluent in English speaking language 2-4+ years in Client Success, Investor Relations, CRM management, or similar role. Experience with GoHighLevel (required or strong willingness to learn quickly). Strong phone communication and client-facing skills. Highly organized with exceptional follow-through. Comfortable with multitasking and managing multiple systems. Social media content and basic design familiarity is a plus. Strong analytical and reporting abilities. Ability to work US hours. Investor Relations experience is a plus

Success Traits

Proactive problem solver High attention to detail Clear communicator Tech-savvy and fast learner Works well independently and with leadership * Consistent, dependable, and accountable