Client Success Manager

Thewealthypractitioner; New Jersey; Hybrid; USD 72,000 - 88,000; Full time

Benefits offered by this job

Wellness and lifestyle benefits

Paid time off

Direct mentorship from leadership

Opportunities to grow with a scaling company

Job summary

Thewealthypractitioner is hiring a Client Experience & Success Manager to oversee the client journey and ensure high-quality experiences. This role involves managing systems to improve engagement and retention.

The right candidate will have 3+ years in customer success or operations, excellent organizational skills, and a passion for enhancing client experiences. The position offers a hybrid/remote work option and a starting salary of $80,000 annually.

Qualifications

• 3+ years experience in Customer Success, Client Experience, Operations, or Program Management.
• Strong organizational and systems thinking skills.
• Experience managing processes or operational workflows.

Responsibilities

• Oversee the customer journey from onboarding through completion.
• Manage client engagement and churn tracking.
• Coordinate client gifting and appreciation initiatives.

Skills

Customer Success experience

Organizational skills

Systems thinking

Communication skills

Attention to detail

Project management

Job description

Full Time
Location: New Jersey (Hybrid / Remote for the right person)

Oversee the customer journey from onboarding through completion. Partner with coaches to deliver a consistent, high-quality experience while identifying opportunities to improve engagement, retention, and client outcomes.

At The Wealthy Practitioner , we are transforming the way health and wellness practitioners do life. Most practitioners build practices that trap them: long hours, inconsistent revenue, and constant burnout.

We help them build real companies with strong teams, scalable systems, and the freedom to live the life they actually want.

We are a fast-growing, founder-led company obsessed with building something meaningful in the health and wellness space. We believe the right team changes everything.

Our Values

Excellence is the Operating Baseline Good enough is not good enough. We operate with high standards, discipline, and attention to detail in everything we do.

Delusional Optimism We believe deeply in the mission and the impact of the work. We show up with energy, conviction, and a belief that we can build something extraordinary.

Obsessed with the Mission Our team genuinely cares about health, wellness, and helping practitioners build better lives. This work matters to us.

Losing Isn’t an Option (BDQ) We have an unquenchable desire to win . We move fast, learn quickly, and are not afraid to make mistakes as we improve.

Role Mission

The Client Experience & Success Manager ensures our clients have a clear, organized, and high-quality experience inside our programs.

This role focuses on managing the systems and operations behind the client journey so that clients stay engaged, receive consistent delivery, and move through the program successfully.

You will oversee:

• Client engagement and churn tracking
• Program onboarding systems
• Client gifting and appreciation initiatives
• Supporting client events and experiences
• Improving systems that support the client journey

Your job is to ensure the client experience is proactive, organized, and consistently excellent as we scale.

Who We Are Looking For

This role is for someone who thrives at the intersection of people and systems .

You care about delivering an exceptional experience for clients, but you also enjoy building the operational structure that makes that experience scalable.

• Building systems that improve client experiences
• Creating structure and organization for programs
• Tracking engagement and identifying problems early
• Planning thoughtful experiences for clients
• Working in fast-moving, high-growth environments

You take ownership of outcomes and care deeply about delivering a high-quality experience.

Client Lifecycle Management

• Manage the client journey after enrollment
• Ensure onboarding processes are clear and organized
• Track client engagement and program participation
• Identify clients who may be disengaging
• Work with coaches and leadership to support client success

Client Engagement Tracking

• Track participation, activity, and potential churn signals
• Report insights to leadership
• Help implement systems that improve retention and completion

Client Gifting & Experience

• Coordinate milestone gifts and appreciation packages
• Ensure gifting and recognition feel thoughtful and organized

Systems & Process Improvement

• Help design systems that support the client journey
• Identify friction points in the program experience
• Work with operations and leadership to improve delivery

Required Experience & Skills

Required

• 3+ years experience in Customer Success, Client Experience, Operations, or Program Management
• Strong organizational and systems thinking
• Experience managing processes or operational workflows
• Excellent communication and coordination skills
• High attention to detail
• Ability to manage multiple projects simultaneously

Preferred

• Experience working in coaching or consulting industry
• Familiarity with CRM or client management platforms
• Interest in health, wellness, or personal development

Compensation

Salary Range: Starting at $80,000 annually

Additional benefits may include:

• Wellness and lifestyle benefits
• Paid time off
• Direct mentorship from leadership
• Opportunities to grow with a scaling company