Client Success Manager

Robert Ventures; Teletrabalho; BRL 55.000 - 75.000; Tempo integral

Resumo da oferta

A progressive investment firm located in São Paulo is seeking a proactive Client Success Manager to drive investor communications, manage operational workflows, and enhance customer experience. This integral position requires fluency in English and 2–4 years of experience in Client Success or Investor Relations. Candidates should have strong phone communication skills, be detail-oriented, and able to work US hours, ensuring a smooth CRM process and effective lead nurturing efforts. Social media management skills are a plus.

Qualificações

• 2–4+ years in Client Success, Investor Relations, CRM management, or a similar role.
• Strong analytical and reporting abilities.
• Ability to work US hours.

Responsabilidades

• Oversee investor communications and manage daily operational workflows.
• Maintain a strong digital presence and ensure CRM processes run smoothly.
• Facilitate webinar sessions with customers.

Conhecimentos

Fluent in English

Client-facing skills

Organizational skills

Analytical skills

Ferramentas

GoHighLevel

Meta Business Suite

Descrição da oferta de emprego

About the Role

We are seeking a proactive, detail-oriented Client Success Manager to oversee investor communications, manage daily operational workflows, support lead nurturing, maintain a strong digital presence, and ensure our CRM and reporting processes run smoothly. This role is essential in supporting investor relations, enhancing customer experience, and ensuring the efficiency of our sales and onboarding pipelines. The ideal candidate is highly organized, resourceful, comfortable with technology, and able to manage multiple touchpoints across platforms and communication channels.

Key Responsibilities

Daily Communication

• Manage Meta Business Suite DMs / comments (respond, resolve, delete harmful comments).
• Respond to all GoHighLevel (GHL) inbox messages (email / SMS / calls).
• Monitor multiple inboxes for investor / support inquiries and update records accordingly.

Lead Nurturing & Calling

• Daily WAVV call outreach to Smart Lists (Hot leads, Booked Calls, No-Shows, Webinar leads).
• Follow up with SMS and maintain accurate notes in CRM.

CRM Management

• Mark appointment results (show / no-show / canceled).
• Spot-check Opportunity Pipeline vs. Transactions; ensure data accuracy.
• Identify email typos, automation issues, and fix / flag errors.
• Monthly: verify new investors complete ACH connections, including wire senders.

Marketing & Online Presence

• Monthly review of online presence and competitor positioning.
• Assist with UTM performance tracking.
• Create and schedule monthly social media posts (FB / IG / LinkedIn) with a 30-day buffer.
• Facilitate and sometimes lead webinar sessions with customers.

Weekly & Monthly Reporting

• Weekly: call summaries, pipeline accuracy, capital raise status, Meta comment tracking, AI conversation insights.
• Monthly: total raised (Pipeline vs. Portal), capital insights, KYC expenses, accreditation / age reports, maturity / notice dates, ACHQ expenses.

Requirements

Qualifications

• Fluent in English speaking language.
• 2–4+ years in Client Success, Investor Relations, CRM management, or similar role.
• Experience with GoHighLevel (required or strong willingness to learn quickly).
• Strong phone communication and client-facing skills.
• Highly organized with exceptional follow-through.
• Comfortable with multitasking and managing multiple systems.
• Social media content and basic design familiarity is a plus.
• Strong analytical and reporting abilities.
• Ability to work US hours.
• Investor Relations experience is a plus.

Success Traits

• Proactive problem solver.
• High attention to detail.
• Clear communicator.
• Tech-savvy and fast learner.
• Works well independently and with leadership.
• Consistent, dependable, and accountable.