Talent.com
TradeJobsWorkForce
Client Success ManagerTradeJobsWorkForce • 92735 Santa Ana, CA, US
Client Success Manager

Client Success Manager

TradeJobsWorkForce • 92735 Santa Ana, CA, US
30+ days ago
Job type
  • Full-time
Job description
Client Success Manager Job Duties: Train CS team in the coaching/management process for clients in regards to hitting goal metrics in the areas of lead generation, lead nurture, sales, and retention. Lead group coaching call for clients in our program suite Creating OR curating content/curriculum for our students to grow their businesses. Reporting on total client count, satisfaction % based on feedback surveys, client success and other various metrics related to the overall client experience Handling escalations and refund requests when they arise and creating a refund or escalations response process for future consistency Curate or host group calls with guest experts/SME's for the benefit of the students. Updating client interactions within Infusionsoft/Pipedrive, (our CRMs) Responsible for the management client FB groups, including internal promotions, promo content, and virtual events. Managing updates to content for all programs, and training the CS team members on the curriculum. Also responsible for the promotion of content updates to the clients either through the FB groups, text blasts, or through email Manage a team of 2-3 people who can aid in client success in these key areas: Branding, Offer & Copywriting advice, Mindset/Fundamentals of business, Sales & Objection Handling, Media Buying/Paid Advertising, and Funnels. Managing involves: Hiring talent, training talent, managing & maintaining performance reviews/ratings of talent, managing execution & implementation groups (the system for clients to be held accountable and move through the program) Interview & manage case study material: Client interviews
Create a job alert for this search

Client Success Manager • 92735 Santa Ana, CA, US

Similar jobs

Experienced Manager, Management Consulting

BDO USACosta Mesa, CA, United States
Full-time

Management Consulting Experienced Manager.The Management Consulting Experienced Manager is part of a Management Consulting (MC) team supporting projects in the areas of Strategy & 80/20, Back Offic... Show more

 • Promoted

Account Manager

Velocity FlexSanta Ana, CA, United States
Full-time

Client Service Specialist/Account Manager.We are seeking a dedicated and detail-oriented Client Service Specialist/Account Manager to join our dynamic team.In this role, you will serve as a key poi... Show more

 • Promoted

Client Solutions Manager

Slice Merchant ServicesNewport Beach, CA, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted • New!

GCM Client Administrator II

Wilmington TrustCosta Mesa, CA, United States
Full-time

Global Capital Markets Trust Administrator.Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Suppo... Show more

 • Promoted

Client Relationship Consultant - (Banker - Multiple Levels 30-40 hours)

U.S. BancorpHuntington Beach, CA, United States
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

 • Promoted

Contracts Manager

AndurilCosta Mesa, CA, United States
Full-time

Costa Mesa, California, United States.Anduril Industries is a defense technology company with a mission to transform U.By bringing the expertise, technology, and business model of the 21st century'... Show more

 • Promoted

Senior Customer Success Associate

Green Street Advisors, LLCNewport Coast, CA, United States
Full-time

Senior Associate, Customer Success.As a Senior Associate, Customer Success, you will be responsible for driving long-term success and value for our clients.You will own Customer Success activities ... Show more

 • Promoted

Customer Service - Self Storage Manager

Public StorageLos Alamitos, CA, United States
Full-time

Customer Service - Self Storage Manager.Public Storage is the self-storage industry leader and we are Hiring Now! Earn $19.Our Benefits include a Total Rewards package available to our team:.We wor... Show more

 • Promoted

Client Experience Coordinator (Hospitality Role)

Tustin MazdaHuntington Beach, CA, United States
Full-time

Client Experience Coordinator (Hospitality Role).Location: Huntington Beach Mazda.Schedule: Full-Time, 5 Days/Week.Compensation: Fixed Pay (Non-Commission Role) + Customer Satisfaction Bonus + Bene... Show more

 • Promoted

J.P. Morgan Wealth Management Private Client Advisor - Orange and Anaheim, CA

JPMorgan ChaseOrange, CA, United States
Full-time

Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus... Show more

 • Promoted

Client Relationship Consultant - (Banker - Multiple Levels 30-40 hours)

U.S. BankHuntington Beach, CA, United States
Full-time

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we s... Show more

 • Promoted

Client Relationship Consultant 2

U.S. BancorpGarden Grove, CA, United States
Full-time

Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while... Show more

 • Promoted

Senior Client Manager

EPIC BrokersNewport Coast, CA, United States
Full-time

EPIC Insurance Brokers & Consultants is one of the fastest-growing insurance brokerage and consulting firms in the United States.Founded in 2007 and headquartered in San Francisco, EPIC has more th... Show more

 • Promoted

Client Relationship Consultant 1-4 (Banker) - Orange County, CA

U.S. BancorpCosta Mesa, CA, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

OneStream Manager

DeloitteCosta Mesa, CA, United States
Full-time

In an increasingly challenging environment marked by disruptive tech like AI, market uncertainty, and regulatory change, finance and global business services leaders recognize the opportunity to be... Show more

 • Promoted

FX Client Services Supervisor

East West BancorpPasadena, CA, United States
Full-time

East West Bank is seeking an experienced FX Client Services Supervisor to oversee and support all post-trade foreign exchange activities.This role encompasses a broad range of FX functions, includi... Show more

 • Promoted

Manager - Contract

W.R. BerkleySanta Ana, CA, United States
Full-time

Manager- Contract Underwriting.Berkley Surety is a highly professional, service-oriented surety underwriting management company, providing a full spectrum of bonds for contract, environmental, and ... Show more

 • Promoted

GCM Client Administrator II

M&T BankCosta Mesa, CA, United States
Full-time

Global Capital Markets Trust Administrator.Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Suppo... Show more