HireBoost

Customer Success Manager

• Own the end-to-end onboarding experience for every new client
• Establish each client's goals during onboarding and use it as the foundation of the relationship throughout their membership
• Contact every client personally once a month via a structured Zoom call
• Resolve 80% of client problems live on the call; ensure the remaining 20% leave the call with a documented next step and deadline
• Actively encourage clients to take action, join calls, build positions, and stay engaged with the community
• Lead renewal conversations with every client approaching their contract end date, presenting the value of continued membership and securing re-commitment. Handle renewal objections using structured frameworks (price concerns, performance doubts, time constraints)
• Collect NSS (Net Satisfaction Score) at 90 days post-onboarding and quarterly thereafter, with qualitative follow-up on every response
• Identify referral-ready clients after their first documented big win and initiate the referral conversation
• Source and develop case study candidates from high-satisfaction clients each quarter
• Maintain a real-time Client Success dashboard in Airtable
• Review the CS dashboard weekly to identify at-risk clients and propose recovery plans
• Represent the client voice in weekly leadership meetings
• Answer client questions and provide resources and support as needed in Discord
• Maintain documented SOPs and training materials for all core CS workflows

Client Success Specialist

Executive Assistant

• Manage complex calendars, including scheduling internal, client, and strategic meetings.
• Coordinate meeting logistics, agendas, and follow-ups.
• Monitor and manage email inboxes; draft and respond to communications.
• Assist with prioritizing tasks and managing shifting priorities.
• Prepare and send client invoices; track billing status.
• Pull reports from systems (HubSpot, ClickUp, dashboards).
• Maintain and update internal systems for data accuracy.
• Support documentation of processes and workflows.
• Track tasks/initiatives in project management tools (ClickUp/similar).
• Ensure deadlines are met; follow up on deliverables.
• Draft internal and external communications for leadership.
• Maintain clarity and alignment on priorities.

Senior Executive Assistant

Social Media Manager

• Manage multiple social media accounts (client and internal) with full ownership of performance and growth.
• Develop platform-specific strategies across Instagram, Facebook, YouTube, and TikTok aligned with business objectives.
• Translate long-form content such as podcasts, interviews, and YouTube videos into short-form assets designed for reach, retention, and engagement.
• Create content briefs, scripts, captions, and publishing plans to guide creative production.
• Coordinate execution with editors, designers, and internal stakeholders to ensure delivery meets strategic intent.
• Oversee podcast distribution strategy and identify high-impact clips for audience growth across platforms.
• Track and analyze performance metrics including engagement, watch time, reach, and audience growth.
• Deliver monthly performance reports with insights and actionable recommendations.
• Continuously test hooks, formats, and messaging to improve content effectiveness.
• Maintain visual and brand consistency by reviewing or creating assets using Canva and collaborating with design teams.

Social Media, Content Performance Strategist

Sales Development Rep

• Engage with prospects via phone, email, SMS, or virtual channels to initiate conversations and build interest.
• Follow up and qualify inbound and outbound leads generated through marketing campaigns and outreach efforts.
• Ask strategic discovery questions to identify customer needs, pain points, and fit.
• Schedule, manage, and confirm appointments for the sales team to ensure a steady flow of qualified meetings.
• Maintain, document, and update the sales pipeline daily using CRM platforms such as Go High Level or similar tools.
• Track all lead activity, statuses, and follow-ups to ensure visibility and accountability across the funnel.
• Collaborate with internal teams to improve lead generation, outreach messaging, and conversion processes.
• Stay informed about product updates, market positioning, and industry trends to communicate value effectively to prospects.

Client Success Specialist

Senior Executive Assistant

Social Media, Content Performance Strategist

Appointment Setter / Sales Development Representative – GHL