Customer Success Manager

Wealth Society

Scottsdale (AZ)

On-site

USD 65,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Up to $15,000 in performance-based bonuses

Comprehensive medical, dental, and vision insurance

Complimentary membership to The Wealth Society

Paid time off and major holidays

Job summary

A wealth-building community is seeking a full-time Customer Success Manager in Scottsdale, AZ. You will be responsible for enhancing member experiences, ensuring onboarding, and driving engagement and retention strategies. The ideal candidate is organized, tech-savvy, and passionate about helping others succeed. The role offers a competitive salary and significant performance-based bonuses.

Qualifications

3-5 years of experience in customer success, community management, or online membership/coaching programs.
Comfortable using platforms like Skool, Go High Level (GHL), Google Sheets, or similar tools.

Responsibilities

Approve and onboard new members daily.
Respond to community DMs and questions in a helpful, professional tone.
Prepare weekly reports on member retention, churn risk, and engagement trends.

Skills

Customer success

Community management

Communication skills

Organization

Tech-savviness

Education

3–5 years of experience in relevant roles

Tools

Skool

Go High Level (GHL)

Google Sheets

Job description

This range is provided by Wealth Society. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $80,000.00/yr

Direct message the job poster from Wealth Society

We’re hiring a full-time, in-house Customer Success Manager to support and engage the high-level members of The Wealth Society — a top-ranked, invite-only wealth-building community hosted on Skool.

Your mission is to ensure every member enjoys a seamless, high-value experience while helping drive onboarding, engagement, retention, and renewals at scale. You’ll manage day-to-day member workflows across Skool, Go High Level (GHL), and our internal trackers, while collaborating closely with leadership (including the COO) to execute our client retention strategy and optimize the member journey.

This is a fast-paced, impact-driven role ideal for someone who is highly organized, tech-savvy, and passionate about helping people succeed inside a high-performance community.

Compensation

Up to $15,000 in performance-based bonuses, tied to member retention, engagement, and operational execution
Comprehensive medical, dental, and vision insurance
Complimentary membership to The Wealth Society (valued at $6,500/year)
Exclusive back-end access to The Wealth Society leadership team
Paid time off and major holidays
Direct exposure to elite investing conversations, strategies, and systems
Room for long-term growth inside a fast-scaling business

Responsibilities

Skool (Community Platform)

Approve and onboard new members daily
Welcome members and ensure they understand how to access tools, content, and community features
Moderate posts and comments to maintain a high-quality, scam-free environment
Monitor engagement and flag churn risks or disengaged users
Respond to community DMs and questions in a helpful, professional tone
Keep the Resources tab updated with tools, links, and event info
Post important updates or announcements on behalf of the team
Support member retention by proactively engaging and offering check-ins or nudges

Go High Level (CRM & Email Automation)

Maintain and update member records inside GHL
Track plan type, join date, renewal date, tags, and engagement levels
Tag and segment members by pricing tier, VIP status, and renewal stage
Set up and manage automated email workflows (onboarding, renewals, upgrades)
Ensure correct sequencing and timing for lifecycle communications
Support CRM hygiene and help improve internal tagging systems
Collaborate with the COO to manage key metrics and support retention workflows

Member Retention & Lifecycle Support

Assist with loyalty rewards and renewal bonus fulfillment
Coordinate personalized touches for milestone moments and high-value members
Prepare weekly reports on member retention, churn risk, and engagement trends
Provide feedback and ideas to continuously improve the member journey
Manage swag fulfillment for new members and VIP upgrades
Maintain an organized swag tracker (items, shipping dates, fulfillment status)
Coordinate premium packaging to ensure a polished, on-brand experience
Oversee inventory, vendor coordination, and reordering as needed

Qualifications & Education

3–5 years of experience in customer success, community management, or online membership/coaching programs
Comfortable using platforms like Skool, Go High Level (GHL), Google Sheets, or similar tools — we’ll train you on the specifics if needed
Familiarity with email workflows and lifecycle communication strategy is a plus
Excellent written and verbal communication skills with a friendly, professional tone
Highly organized, proactive, and adaptable in a fast-paced environment
Based locally or willing to relocate (this is a full-time, in-house role)
Bonus: Experience in finance, investing, or coaching communities is a strong plus

Why Join Us?

Be part of a top 1% investing community helping people achieve real financial freedom
Work directly with a high-performing, mission-driven leadership team
Play a core role in shaping the member experience and scaling the retention engine
Enjoy long-term growth opportunities in a dynamic, fast-growing company

Apply now and help us build something legendary.

Seniority level

Seniority level
Mid-Senior level

Employment type

Employment type
Full-time

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