Robert Ventures

Customer Success Manager

• 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.
• 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.
• 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.
• 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: 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.

Client Success Manager