Customer Success Manager

• Act as primary point of contact for high-ticket customers, handling inquiries about their journey, access to resources, and payment plans
• Respond to inquiries in GoHighLevel and Gmail about logins, trainings, and real estate deals
• Proactively engage with customers to ensure progress through the coaching program and provide support
• Onboard new customers, ensuring setup for calls and access to purchased materials
• Exhibit discretion and professionalism when handling sensitive client information
• Manage calendar and scheduling for live training calls, events, and coaching sessions
• Prepare, launch, and manage live events on Zoom, handling assets and technical logistics for up to 1,000 attendees
• Maintain accurate records and organized systems using CRM platforms and standard admin tools
• Handle client correspondence via email and SMS, ensuring professional and timely communication
• Adjust and maintain calendar schedules to reflect client needs and ensure smooth workflow
• Create, update, and maintain workflows in Asana and document SOPs
• Post pre-prepared social media content and support social media tasks
• Participate in daily 10 AM (EST) meetings and occasional ad-hoc meetings

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