Client Success Specialist (USA & Canada)

This is a remote position.We are a premium investment coaching program that helps high-net-worth professionals build toward $10M+ portfolios using a Systematic Value Investing methodology. Our clients are doctors, entrepreneurs, and executives who trust us to guide their wealth-building journey with hands-on support, live coaching, and a proven strategy that has significantly outperformed the S&P 500 - 174% ROI in 2024-25.Our mission is to provide strategic investment guidance that delivers measurable results and long-term client success.About the role:You are the face of the company for every client, ensuring they stay engaged, take action, and achieve real results. You will personally manage all client relationships, run structured monthly check-in calls, resolve problems in real time, and hold the coaching team accountable to client commitments. You report directly to the COO and act as the voice of the client in every strategic conversation.This role directly drives retention and revenue. When clients renew, it’s because of the relationship you maintained, and when at-risk clients recover, it’s because you identified the warning signs early and took action.Responsibilities:Own the end-to-end onboarding experience for every new clientEstablish each client's goals during onboarding and use it as the foundation of the relationship throughout their membershipContact every client personally once a month via a structured Zoom callResolve 80% of client problems live on the call; ensure the remaining 20% leave the call with a documented next step and deadlineActively encourage clients to take action, join calls, build positions, and stay engaged with the communityLead renewal conversations with every client approaching their contract end date, presenting the value of continued membership and securing re-commitment.Handle renewal objections using structured frameworks (price concerns, performance doubts, time constraints)Collect NSS (Net Satisfaction Score) at 90 days post-onboarding and quarterly thereafter, with qualitative follow-up on every responseIdentify referral-ready clients after their first documented big win and initiate the referral conversationSource and develop case study candidates from high-satisfaction clients each quarterMaintain a real-time Client Success dashboard in AirtableReview the CS dashboard weekly to identify at-risk clients and propose recovery plansRepresent the client voice in weekly leadership meetingsAnswer client questions and provide resources and support as needed in DiscordMaintain documented SOPs and training materials for all core CS workflows Requirements3+ years in client success, account management, or relationship management serving high-net-worth clients preferably in investing, financial services, real estate or other finance institutionsSales acumen, high ticket selling or account retention in a high-touch environment is preferredCoachable on content: you do not need deep investing knowledge but you need to learn the program quickly and speak about it crediblyDemonstrated ability to handle difficult conversations with composure, managing frustrated, emotionally charged clients without getting defensiveNaturally execution-oriented: you find genuine satisfaction in following a system well, hitting your numbers, and owning every detailYou solve problems yourself before escalating, you follow through on every promise, and you hold yourself to the standard you set for othersExperience with navigating TradingView, brokerages (Fidelity, Robinhood, IBKR, Coinbase or similar), Discord, Airtable.Must be an english native speaker or have a C2(Advanced) English level.Expected Results & Performance MilestonesIn the first 90 days, you will establish a strong foundation by successfully onboarding clients, maintaining consistent monthly touchpoints, building a fully operational client success dashboard, and identifying at-risk clients with active recovery plans.By months 4–6, you will take full ownership of retention by leading all renewal conversations, achieving at least an 80% renewal rate, improving client satisfaction scores, and generating initial referrals and case studies.By months 7–12, you will consistently sustain high renewal rates, contribute to a growing referral pipeline, and implement scalable client success processes that maintain quality as the client base expands. BenefitsSalary: $5000-$6000/MonthlyRemote: From anywhere is USA, Canada or Latam Originally posted on Himalayas