Client Success Representative

David Bayer Company; United States; Remote; USD 45,000 - 55,000; Full time

Job summary

Join a world-class team as a Client Success Representative at a leading company dedicated to changing lives. In this role, you will ensure clients feel supported and successful while managing communications and building strong relationships. Ideal candidates are proactive, detail-oriented, and passionate about delivering exceptional client experiences.

Benefits

Paid time off

Medical, dental, and vision insurance

Fun company gatherings

Access to programs and live events

Qualifications

• 5+ years of client success experience required.
• Fluent in English, both written and verbal.
• Strong technical aptitude and detail-oriented.

Responsibilities

• Monitor and handle inbound communications about programs and services.
• Conduct proactive outreach to clients for quality assurance.
• Support clients with payments and adjust plans as needed.

Skills

Client Success

Communication

Problem Solving

Adaptability

Attention to Detail

Tools

CRM Systems

Google Suite

Microsoft Office 365

Job description

Join a World-Class Team on a Mission to Change Lives Are you passionate about helping people unlock their full potential? Do you thrive in fast-paced environments where excellence, empathy, and high performance are the standard? If so, we want to meet you! We’re on a mission to change the world—one mindset at a time. Our work empowers entrepreneurs, professionals, and individuals to transform their thinking, break free from limitation, and live into their purpose. As a Client Success Representative, you’ll be on the front lines of this transformation, ensuring clients feel deeply supported, seen, and successful every step of the way. This isn’t your average customer support role. This is an opportunity to be part of something meaningful, where your voice matters, your ideas are welcomed, and your work directly impacts lives around the globe. Mission of this Position As a Client Success Representative, you will be interacting directly with prospects and clients, supporting inbound questions, requests surrounding refunds and late payments, and outbound client and prospect follow-up in support of our coaching and sales teams. Additionally, your day-to-day activities will include interaction with your Senior Customer Support Manager and other departments to escalate issues and share client concerns. Our top priority is treating clients like family—their success is our obsession. To thrive in this role, you must be a proactive, results-driven professional who leads with excellence, urgency, and care. We anticipate clients’ needs before they arise, which means working at a fast pace, staying laser-focused on details, and consistently meeting or exceeding deadlines. You’re passionate about delivering exceptional client experiences, energized by supporting others, and eager to learn and grow. This role spans multiple system environments, so you’ll need to be adaptable, a quick learner, and bring solid experience with customer support ticketing platforms, Slack, Google Drive, and G Suite/Microsoft Office 365 (Outlook, Excel, Word). You’re perfect for this role if you can not only perform your day-to-day tasks at the highest level, but you’re also quick at identifying and communicating opportunities for process improvement that improve both the client experience and our internal efficiency. You have extraordinary oral & written communication skills and are comfortable using CRMs and Google Suite. You. Must. Love. People. In other words, we’re looking for a highly skilled, clear communicator with strong social intelligence—someone who can manage day-to-day tasks while staying adaptable in the fast-paced environment of a growing company. This opportunity is amazing. The interview process will be difficult. We have a kickass team, and we mean to keep it that way because this team is the #1 reason we are on our way to impacting millions of lives. We are an inspired team, grateful that we get to do this for a living. We aim to do everything with world-class excellence. We work hard. We play hard. We hire passionate people who don’t have to be micromanaged. There is a growth opportunity. We set clear expectations and communicate often. We are honest and respectful. We are on a journey together. We are a team. We are changing the world one mindset at a time. Compensation • Salary Range: $45,000 - $55,000 • Like any awesome company, we offer a great compensation package, paid time off, and insurance (medical/dental/vision/life/disability), and other fun perks like: • You get to work at home • We have fun company gatherings • You gain access to our programs • You get to go to some of our live events (domestic and international) Responsibilities: • Monitor, handle, and report all inbound communications about David Bayer’s programs, events, and services, arriving via email, phone, SMS, social media, or chat in a timely manner and/or escalate as needed • Assist our various programs via onboarding calls and ongoing email, phone, and SMS communication to ensure they are taking advantage of and using all the services included in their programs • Conduct proactive outreach to clients for the purposes of quality assurance, coaching and sales support, and administrative cleaning • Support clients with payments, adjust payment plans as needed, and follow up on overdue accounts—aiming to bring accounts current while taking appropriate next steps when necessary. • Build strong relationships with our cherished community members • Connect and build ongoing rapport with attendees before and during our LIVE events • Pass feedback from clients to your manager as needed to improve processes, address client challenges or satisfaction, and further support clients • Make daily outbound calls to prospects who have scheduled with our enrollment team to confirm their attendance and emphasize the value of the upcoming call. • Process client care tasks and update records using the company’s CRM (i.e., Keap) You’ll love this opportunity if: • When researching our company, you felt a strong alignment with our mission and recognized that you'd be a great fit. • You are deeply passionate about leveraging your skills to make a positive difference in the world. • You have no problem doing whatever it takes to achieve the highest level of excellence in the work that you do - in fact, this energizes you. • You understand that we are more productive as a team and have no problem working within a structure, systems, standard operating procedures, and coordinating your activities across departments. • You are effective at working remotely and have no problem prioritizing, multitasking, and staying focused during working hours without supervision. • You are composed and compassionate when speaking with clients, especially in tough or emotional moments. You are good at spending the majority of your time on the phone or via email, serving potential prospects and clients • You are good at identifying conversations that lead to enrollments and upsells. You are comfortable facilitating that conversation and handing it off to the sales team. • You are a self-starter and take initiative. • You love learning new skills and exploring new territories. • You are detail-oriented. This is key to our success. • You are a caring, empathetic communicator with the ability to hold strong boundaries. • You love people. • You are structured, but understand you must be flexible in a quickly changing, rapidly evolving company. • You are motivated to get a lot done in a day, and checking off that to-do list brings you great satisfaction. • You approach each day with a positive, “whatever it takes” mindset. • You bring humor and lightness to your work because we believe laughter is essential. • You are a proven problem-solver who is not afraid to dig in and find the answer. Qualifications: • 5+ years of client success experience • Fluent in English – written and verbal. • You must have a strong technical aptitude (computer systems savvy) and be extremely focused on details and following processes. • You must thrive in a fast-paced, deadline-driven environment. • Proficient in Microsoft Word and Excel, Mac and PC platforms, Outlook, and Google Drive. • Knowledge of CRM systems, Google Suite, and Keap is a plus • Experience in client success in a similar or related industry (coaching and training) is a plus. Required equipment: • You will need to have reliable, strong internet access, a reliable computer with a webcam, noise-canceling headphones, and a smartphone • A home office environment with a dedicated and quiet working space to conduct uninterrupted daily work (remember you will be on the phone a lot and do not want disruptive background noise). Compensation: $45,000 - $55,000

• Monitor, handle, and report all inbound communications about David Bayer’s programs, events, and services, arriving via email, phone, SMS, social media, or chat in a timely manner and/or escalate as needed • Assist our various programs via onboarding calls and ongoing email, phone, and SMS communication to ensure they are taking advantage of and using all the services included in their programs • Conduct proactive outreach to clients for the purposes of quality assurance, coaching and sales support, and administrative cleaning • Support clients with payments, adjust payment plans as needed, and follow up on overdue accounts—aiming to bring accounts current while taking appropriate next steps when necessary. • Build strong relationships with our cherished community members • Connect and build ongoing rapport with attendees before and during our LIVE events • Pass feedback from clients to your manager as needed to improve processes, address client challenges or satisfaction, and further support clients • Make daily outbound calls to prospects who have scheduled with our enrollment team to confirm their attendance and emphasize the value of the upcoming call. • Process client care tasks and update records using the company’s CRM (i.e., Keap)You’ll love this opportunity if: • When researching our company, you felt a strong alignment with our mission and recognized that you'd be a great fit. • You are deeply passionate about leveraging your skills to make a positive difference in the world. • You have no problem doing whatever it takes to achieve the highest level of excellence in the work that you do - in fact, this energizes you. • You understand that we are more productive as a team and have no problem working within a structure, systems, standard operating procedures, and coordinating your activities across departments. • You are effective at working remotely and have no problem prioritizing, multitasking, and staying focused during working hours without supervision. • You are composed and compassionate when speaking with clients, especially in tough or emotional moments. You are good at spending the majority of your time on the phone or via email, serving potential prospects and clients • You are good at identifying conversations that lead to enrollments and upsells. You are comfortable facilitating that conversation and handing it off to the sales team. • You are a self-starter and take initiative. • You love learning new skills and exploring new territories. • You are detail-oriented. This is key to our success. • You are a caring, empathetic communicator with the ability to hold strong boundaries. • You love people. • You are structured, but understand you must be flexible in a quickly changing, rapidly evolving company. • You are motivated to get a lot done in a day, and checking off that to-do list brings you great satisfaction. • You approach each day with a positive, “whatever it takes” mindset. • You bring humor and lightness to your work because we believe laughter is essential. • You are a proven problem-solver who is not afraid to dig in and find the answer.

Compensation:
$45,000-$55,000 per year