HireBoost

Client Success Specialist

HireBoost

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $5,000 - $6,000 per month

About the role

  • 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

Requirements

  • 3+ years in client success, account management, or relationship management serving high-net-worth clients preferably in investing, financial services, real estate or other finance institutions
  • Sales acumen, high ticket selling or account retention in a high-touch environment is preferred
  • Coachable on content: you do not need deep investing knowledge but you need to learn the program quickly and speak about it credibly
  • Demonstrated ability to handle difficult conversations with composure, managing frustrated, emotionally charged clients without getting defensive
  • Naturally execution-oriented: you find genuine satisfaction in following a system well, hitting your numbers, and owning every detail
  • You solve problems yourself before escalating, you follow through on every promise, and you hold yourself to the standard you set for others
  • Experience with navigating TradingView, brokerages (Fidelity, Robinhood, IBKR, Coinbase or similar), Discord, Airtable
  • Must be an english native speaker or have a C2(Advanced) English level.
Benefits
  • Remote: From anywhere is USA, Canada or Latam
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client successaccount managementrelationship managementsales acumenhigh ticket sellingaccount retentionproblem solvingexecutive communicationdata analysisSOP documentation
Soft Skills
coachableexecution-orientedcomposureemotional intelligenceattention to detailfollow-throughclient engagementactive listeningrelationship buildingconflict resolution