Part-Time | 20 hours per week | 4hrs a day | 8:00 AM – 12:00 PM PST
We are seeking an experienced Customer Success Manager (CSM) to lead fulfillment for an AI Coaching Program and high-ticket ascension offers.
This role will centralize and optimize the entire client journey, ensuring strong retention, improved client satisfaction, and consistent ascension revenue. The CSM will function as both a client-facing leader and a systems-driven operator, collaborating closely with leadership and the internal tech team to build a modern, AI-enhanced fulfillment ecosystem.
This Role Is Designed To:
- Centralize fragmented systems (Email, GoHighLevel, WhatsApp, and course platforms) into a streamlined workflow
- Re-onboard existing clients into a unified fulfillment structure
- Increase retention through proactive relationship management
- Build ascension systems and capture upgrade opportunities
- Translate feedback into scalable systems and SOPs
- Operate as a hybrid CSM balancing relationship management with operational execution
Recommended Responsibilities
Client Success & Retention Management
- Serve as primary point of contact for high-ticket clients
- Conduct structured 15-minute weekly or bi-weekly check-ins
- Ensure coaching attendance and deliverable completion
- Monitor payment schedules and proactively mitigate churn
- Maintain detailed client notes, goals, and progress tracking
Fulfillment System Centralization
- Audit all client access points (GoHighLevel, WhatsApp, email, course platforms)
- Lead re-onboarding into a centralized fulfillment hub
- Organize dashboards in ClickUp or similar tools
- Track milestones, engagement, and implementation progress
Feedback Collection & NPS System
- Implement quarterly Net Promoter Score (NPS) surveys
- Track satisfaction trends and churn risks
- Convert high NPS scores into referral opportunities
- Translate feedback into operational improvements
Ascension & Revenue Expansion
- Build and manage an ascension process for qualified clients
- Identify upgrade opportunities based on engagement and results
- Coordinate with leadership to position compelling offers
- Track ascension metrics and growth performance
AI-Driven Fulfillment Optimization
- Stay current with AI tools and fulfillment innovations
- Convert recurring client problems into scalable training modules
- Assist in creating SOPs, resources, and presentations
- Translate client issues into system improvements using no-code tools
Required Skills & Qualifications
- Experience in high-ticket coaching or agency environments
- Proven track record in retention and client satisfaction
- Strong organizational and data management skills
- Ability to manage 40–60 clients simultaneously
- Exceptional written and verbal English communication
- Empathetic yet sales-capable personality
- Familiarity with ClickUp, GoHighLevel, and automation tools
- Willingness to adopt AI and no-code solutions
Preferred
- Ascension and upsell strategy experience
- Experience in AI programs or digital business ecosystems
- Familiarity with Slack, Zoom, and analytics dashboards
Job Offer:
- $528 monthly (Evaluation Period)
- $550 monthly after 6 months
- $572 monthly after 18 months
Benefits:
- Private Life and Accident Insurance + Telemedicine
- Quarterly P2,500 wellness reimbursement
- Reimburse up to P400/month of your PhilHealth voluntary contribution
- 2x a year mental health counseling session with a board-certified counselor or therapist
- 1x a year financial health planning with a certified financial planner
- Monthly upskilling and personal development seminars
- Legal and paperwork assistance for visas, loans, etc.
- Birthday gift, in behalf of your company
- Christmas gift, in behalf of your company
- Bereavement Assistance
- Other company-wide events and contractors engagement activities
- Work from home set-up
- 10 Paid Time Offs
- Paid US Holidays
- Please note that for this application, all hired applicants are required to submit a Police Clearance or NBI Clearance as part of our onboarding requirements.
NO TO FREELANCERS
WE DON’T CONTRACT “FREELANCERS”. We only hire people who want a long term, stable job and role with a growth-focused company. We don’t tolerate moonlighting, cheating on hours, or lack of respect for confidentiality and intellectual property. We are backed by a strong HR and legal team for this. You are honestly paid for the work you came here to do. If you want to be a freelancer and want a “gig” or a “for now” thing, we advise you use freelancer platforms like Upwork. That said, we pour a lot of love and growth into our team members, and we don’t want that to go to waste.
If you meet the qualifications and are interested, kindly complete the form provided below:https://tinyurl.com/33wxudca
