Customer Success Manager

Jet Financial Group; United States; On-site; USD 51,000 - 61,000; Full time

Job summary

Advanced Agent Marketing in the United States is seeking a Customer Success Manager to own a pod of 100+ clients end to end. You’ll be the client’s primary contact, responsible for renewals and relationships, with weekly visibility into performance.

You’ll manage onboarding for your pod, handle standard requests quickly, monitor response time, NPS, refunds and churn, and escalate judiciously to protect client trust. This role suits a proactive, results-driven professional.

Qualifications

• Account management experience with a book of clients.
• Proven customer success metrics: retention, NPS, churn.
• Sales background with relationship recovery skills.

Responsibilities

• Own a pod of 100+ clients end to end.
• Monitor KPI gateways: response time, NPS, refunds, churn.
• Handle first-touch on standard requests and onboarding.
• Escalate only when truly necessary and preserve client trust.

Skills

Account management

Customer success

Sales

Job description

Location: United States (must be US based)

WHO WE ARE

We're Advanced Agent Marketing, and we're building a $1B lead generation and wealth management company.

Here's the machine: we capture retirees at the single most important financial moment of their lives, we book guaranteed appointments for financial advisors (that engine just crossed $1M/month), and we retain those clients for life through our own tele-wealth firm. Capture, monetize, retain — we own all three layers. That's rare, and it's exactly what turns a good business into a massive exit.

We're not a startup hoping it works. It's already working. We're now scaling it into something legendary — and retention is the layer that decides how big this gets.

THE ROLE: CUSTOMER SUCCESS MANAGER

You own a pod of 100+ clients end to end. Not "assist with." Not "support." Own. You are the client's actual person — their first point of contact and the one accountable for that relationship.

When they have a problem, they think of your name. When they renew, it's partly because of you.

Most companies bury this role in a shared inbox. We don't. Your pod is yours, your numbers are yours, and you'll know every week exactly how you're performing.

WHAT YOU OWN

• Sole ownership of your assigned pod — 100+ clients. No diffusion of responsibility, no "someone else picked that up."
• Your four KPI gateways at the pod level: response time, NPS, refunds, churn. Same gateways the department is measured on — you're accountable for your pod's numbers. (You're not the one compiling the department-wide report; you're the one making your slice of it look good.)
• First touch on standard requests: no-show reschedules, credit-back flagging, day-to-day client comms. You handle these — quickly and without being asked twice.
• Escalate what's actually stuck. Not everything. Judgment is a core part of this role. If you forward every hard conversation upward, this won't work.
• Onboarding calls. Currently handled cross-pod during our transition period per SOP; expect to take on onboarding for your own pod as we scale.

WHAT SUCCESS LOOKS LIKE IN 90 DAYS

• Pod response time: 5 minutes or better - Pod churn rate: under 10% - Pod NPS detractors: under 10%
• Pod refund rate: under 10% Hit those and you're doing the job. We'll tell you where you stand long before day 90
• you'll never be guessing.

WHAT YOU NEED TO HAVE DONE BEFORE

• Account management — you've carried a book of clients, not just a queue
• Customer success — retention, NPS, churn are words you've been measured on, not words you've read about
• Sales background — you can hold a persuasive conversation, save a relationship, and hear "I want a refund" without panicking

WHO THIS IS NOT FOR

• People who need to be told what the priority is every morning
• People who go quiet when a client is upset
• People who want to hide inside a team's average performance

THE DETAILS

• Compensation: $5,000/month, based on experience + 1% of cash collected + $30/testimonial
• Reports to: Hiring timeline: 15+ days — we move deliberately, because we only want to do this once