Client Success Manager

About the Role

Staffless Practice Academy is inviting a dedicated Client Success Manager to join our team and support wellness practitioners in enhancing their business operations through our proprietary software and coaching programs. This position begins with a 30-hour per week training phase as an hourly contractor, progressing after 90 days to a full-time salaried role with 30 to 40 hours per week, contingent on performance. Successful candidates will also become eligible for our performance-based bonus incentives.

Company Mission and Culture

Our mission is to rapidly spread joy within practices worldwide by offering The Practice Suite, an integrated software built on GoHighLevel, and The Suite Success Program, a comprehensive coaching initiative designed to optimize practice success. Our core values include Integrity, delivering experiences reminiscent of Disney's quality, fostering Joy, and producing Great Work. We maintain a joyful, mission-driven workplace that encourages proactive client care.

Key Responsibilities

• Act as the primary liaison for assigned clients, managing relationships throughout the client lifecycle.
• Facilitate onboarding calls to clarify expectations and deliverables.
• Handle client onboarding and offboarding processes efficiently.
• Conduct routine check-ins, status updates, and strategic discussions with clients.
• Coordinate sending client gifts and milestone acknowledgments.
• Identify potential upselling opportunities and communicate them appropriately.
• Oversee internal task assignments to ensure timely completion of client deliverables.
• Relay client updates, requests, and necessary changes to internal teams.
• Monitor task progress to maintain project momentum and alignment.
• Ensure client expectations are met through effective coordination of internal execution.
• Audit client accounts to assess progress, verify billing, and evaluate performance.
• Maintain comprehensive and orderly client records and documentation.
• Track client retention, renewal timelines, and satisfaction metrics.
• Compile and present detailed client success reports and summaries.

Qualifications

• Demonstrable experience in client success, account management, or operational roles; marketing or service industry backgrounds preferred.
• Excellent organizational capabilities combined with strong communication skills.
• Proficiency with CRM and project management platforms; prior experience with GoHighLevel is an advantage.
• Capacity to juggle multiple accounts and prioritize effectively.
• Professional, client-focused demeanor with a constructive attitude.

Preferred Experience and Skills

• Knowledge of small business or healthcare practice environments.
• Familiarity with collaboration and management tools like Monday.com, Slack, and GoHighLevel.
• Experience collaborating with remote teams.
• Competency in creating and delivering client reports and presentation materials.

Additional Information

The position begins on a contractor hourly basis for a 90-day training period at 30 hours weekly. Successful completion leads to a salaried full-time role with 30 to 40 hours per week and bonus eligibility based on individual performance and capability.

Our company cultivates a supportive atmosphere that fosters creativity and initiative, offering significant remote work flexibility and opportunities for professional growth.