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Remote Client Success Specialist


Client Success Specialist


Salary: $21.00 – $25.00 per hour
Job Type: Part-time
Work Location: Remote

Job Description:

  • We are seeking a dedicated Customer Success Manager to join our team. Our company provides financial literacy products and services to medical professionals.
  • The ideal candidate will be responsible for managing customer service issues related to our membership site, and performing onboarding calls with all new community members.


  • Create onboarding tracking form for each new community member (detailed instruction provided)
  • Monitor community conversations to ensure adequate engagement and removal if community rules are broken
  • Create engagement incentives for community members
  • Meet via Zoom with each new community member to onboard them, and schedule follow up sales call with salesperson if client is appropriate for ascension into next program
  • Maintain data on community churn rates and customer requests/concerns
  • Provide exceptional customer service and support throughout the customer lifecycle


  • Proven experience in account management or customer success, preferably in a membership site environment (but not required)
  • Excellent communication skills with the ability to effectively interact with customers via Zoom call in a personable way
  • Strong analytical skills to interpret data and make recommendations for improvement


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  • This position is a part time position, with variable hours but averaging approximately 20 hours per week. It is a 1099 position, and is entirely flexible in terms of location.
  • Please submit your resume/CV with an introductory video to [email protected]. Applications without an introductory video will not be considered.