Relationship Manager (Remote)

Relationship Manager - Client Onboarding Success Manager 

Join our new team at the fastest-growing personal injury firm in the United States. This is a fantastic opportunity for unlimited growth, where you will be part of designing new processes, identifying areas of improvement, collecting feedback and sharing with both our sales and product teams. Your job is to build strong relationships and assist coaching members with their needs. Our department’s goal is to ensure the highest client service quality, which translates to the utmost satisfaction and lowest attrition. If you are a quick learner, love new challenges, and want to be part of building something new and exciting, this is the perfect position for you.  

Responsibilities: 

Onboarding New Members: 

• Conduct welcome calls with new clients. 
• Assist clients in filling out necessary forms. 
• Schedule initial and follow-up calls with clients. 
• Set up client accounts and provide an overview of account features. 
• Coordinate initial calls between clients and relevant team members. 
• Ensure the delivery and completion of all clients' requests. 
  
  

Clients Management: 

• Share call summaries and goals with members. 
• Collect feedback about the offerings and products. 
• Manage client renewals and ensure continued satisfaction. 
• Set up access to new videos and resources for academy subscribers. 
• Communicate updates and new content to subscribers. 
• Handle small tasks and requests from members. 
• Address immediate needs and concerns of partners, pro members, and academy subscribers. 
• Track progress and benchmarks to ensure client satisfaction. 
  
  

Minimum Skills Required: 

• Excellent communication and interpersonal skills.
• Someone with experience with small companies (Wishlist)
• Someone who can help with documentation, processes, and navigating some gray areas
• Strong organizational and time management abilities. 
• Proficiency in using CRM and client management tools. 
• Attention to detail and accuracy in data entry. 
• Ability to multitask and handle multiple client accounts simultaneously. 
• Strong customer service and relationship management skills. 
• Ability to analyze data and track client progress. 
• Problem-solving skills and the ability to address client concerns effectively. 
• Ability to work independently 
• Aptitude to Grow, since this is an amazing opportunity in a new department.
• Someone with 1-2 years of experience in a client success role, ideally in a coaching or consulting program.

Time zone: available to work EST time