Client success manager · Full time · Remote
Show us how you keep clients.
The pay
OTE $3,000 to $6,000 a month
$1,200 a month base, 5% commission on client renewals, and bonuses for client testimonials and referrals.
The brief
Record about 2 minutes
- Client
- Advisor
- Paid
- $6,000
- Silent for
- 3 weeks
Introduce yourself, then tell us how you’d get an American financial advisor who paid $6,000 and hasn’t replied in three weeks back on track.
Your move: record it on Loom, unlisted YouTube, Vimeo or Google Drive, then paste the link in the form below. That video is your interview.
What you can use: we book qualified appointments onto his calendar, and he only pays for the ones that show. Don’t make up clients or results.
Commission is on cash received from renewals: any payment from a client you manage after their first purchase.
Hours9am to 5pm US Eastern, Monday to Friday, as your main job. Fully remote.
You’d own our advisor clients after they buy: onboarding, check-ins, renewals and the payments that come due. No résumé. A few short answers and a 2 minute video.
The job
Own the client after the sale.
- Every day. A first-hour sweep of Slack, the inbox and the client portal. Client messages answered within one business day. Every live campaign checked from the client’s side.
- Every new client. The welcome, the onboarding call and the recap the same day.
- Every client. A check-in call about three quarters of the way through each package, and a Friday update with their numbers.
- Every package. The renewal conversation at 6 appointments left, and the payment chase when it’s due.
- Every week. A 30-minute plan with Sebastian on Monday.
Who we are
A small remote team that moves fast and owns its mistakes.
If you’re coming from a comfortable corporate role, this won’t suit you. If you’ve carried a sales number and want a base without losing the upside, it might.
It’s the most important seat in our company, so we’re hiring slowly and keeping the bar high.
Apply
Send your application.
- Record your video. About 2 minutes on the brief above.
- Fill in this form. Your details, a few short answers and the video link.
- Sebastian watches every video. If it’s a fit, he emails you about a call. There’s nothing to book here.
Video received
Got it.
Sebastian watches every video himself. If it’s a fit, he’ll email you at the address you gave about a call. After that comes a paid 90-minute trial, then references. There’s nothing to book on your side.
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Thanks for applying.
We’ve got your video. Based on your answers, this role isn’t the right match right now. We keep every application on file, and roles change.
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