Client Success Coach (CSM)

Summary

Impact Clients is a fast-growing online education company led by Richard Yu, dedicated to helping individuals launch impactful digital arbitrage businesses. The Client Success Coach will be responsible for onboarding students, conducting coaching calls, and ensuring client accountability while innovating educational products to enhance the overall client experience.

Responsibilities

• You will be conducting new onboarding calls daily to welcome in new students
• You will be conducting check in coaching calls daily, to hold accountable, motivate, and inspire students inside the program (must be comfortable jumping on 1:1 Zoom calls or recording Loom videos as needed
• You will be messaging clients on a daily basis, in order to hold them accountable to their plan of execution towards their goals and moderating the community
• Weekly group coaching calls answering client questions
• Must have strong communication/interpersonal skills so we can put you in front of our clients and you can confidently answer their questions and guide their decisions
• Help innovate our products by creating and producing new video trainings/worksheets to deliver a world-class experience
• Taking renewal / upgrade calls with clients and enrolling them into our backend coaching programs
• Should be proficient or at least knowledgeable about our tech stack (Loom, ActiveCampaign, Slack, Zapier, Calendly, GSuite, CRM, etc.) - you should be familiar with the above tools, or have a willingness to learn these VERY quickly if hired
• Your role will constantly be changing. A big part of this job is to stay on your toes, always ready for action and change
• You will be responsible for daily reporting on multiple communication channels (Slack, text message, spreadsheets, etc.,) and so a high attention to detail and compliance with standard operating procedures is essential
• You must have a high attention to detail and understand systems/processes so you are able to innovate new, more efficient SOPs (processes) to ensure our Fulfillment Team hits their KPIs

Skills

• You must be able to commit full time hours (Our office hours are 9 AM - 6 PM EST, though if you are different time zones we're super open minded)
• You will be conducting new onboarding calls daily to welcome in new students
• You will be conducting check in coaching calls daily, to hold accountable, motivate, and inspire students inside the program (must be comfortable jumping on 1:1 Zoom calls or recording Loom videos as needed
• You will be messaging clients on a daily basis, in order to hold them accountable to their plan of execution towards their goals and moderating the community
• Weekly group coaching calls answering client questions
• Must have strong communication/interpersonal skills so we can put you in front of our clients and you can confidently answer their questions and guide their decisions
• Help innovate our products by creating and producing new video trainings/worksheets to deliver a world-class experience
• Taking renewal / upgrade calls with clients and enrolling them into our backend coaching programs
• Should be proficient or at least knowledgeable about our tech stack (Loom, ActiveCampaign, Slack, Zapier, Calendly, GSuite, CRM, etc.) - you should be familiar with the above tools, or have a willingness to learn these VERY quickly if hired
• Your role will constantly be changing. A big part of this job is to stay on your toes, always ready for action and change
• You will be responsible for daily reporting on multiple communication channels (Slack, text message, spreadsheets, etc.,) and so a high attention to detail and compliance with standard operating procedures is essential
• You must have a high attention to detail and understand systems/processes so you are able to innovate new, more efficient SOPs (processes) to ensure our Fulfillment Team hits their KPIs
• A coach or mentor at heart—you love helping people
• Clear, professional communicator (spoken and written English)
• Able to handle fast-paced environments, multiple clients, and changing priorities
• Willing to grow with us long-term (3+ years)—this isn't a side hustle
• Open to feedback and constructive coaching (we'll train you, but we expect growth)
• Comfortable with tools like Loom, Calendly, Slack, GSuite, CRMs, etc—or willing to learn fast
• Experienced with organic marketing on Instagram/Facebook/TikTok (creating reels, organic posts, to generate organic leads)
• Sales background

Qualifications

Must Haves

• You must be able to commit full time hours (Our office hours are 9 AM - 6 PM EST, though if you are different time zones we're super open minded)
• You will be conducting new onboarding calls daily to welcome in new students
• You will be conducting check in coaching calls daily, to hold accountable, motivate, and inspire students inside the program (must be comfortable jumping on 1:1 Zoom calls or recording Loom videos as needed
• You will be messaging clients on a daily basis, in order to hold them accountable to their plan of execution towards their goals and moderating the community
• Weekly group coaching calls answering client questions
• Must have strong communication/interpersonal skills so we can put you in front of our clients and you can confidently answer their questions and guide their decisions
• Help innovate our products by creating and producing new video trainings/worksheets to deliver a world-class experience
• Taking renewal / upgrade calls with clients and enrolling them into our backend coaching programs
• Should be proficient or at least knowledgeable about our tech stack (Loom, ActiveCampaign, Slack, Zapier, Calendly, GSuite, CRM, etc.) - you should be familiar with the above tools, or have a willingness to learn these VERY quickly if hired
• Your role will constantly be changing. A big part of this job is to stay on your toes, always ready for action and change
• You will be responsible for daily reporting on multiple communication channels (Slack, text message, spreadsheets, etc.,) and so a high attention to detail and compliance with standard operating procedures is essential
• You must have a high attention to detail and understand systems/processes so you are able to innovate new, more efficient SOPs (processes) to ensure our Fulfillment Team hits their KPIs
• A coach or mentor at heart—you love helping people
• Clear, professional communicator (spoken and written English)
• Able to handle fast-paced environments, multiple clients, and changing priorities
• Willing to grow with us long-term (3+ years)—this isn't a side hustle
• Open to feedback and constructive coaching (we'll train you, but we expect growth)
• Comfortable with tools like Loom, Calendly, Slack, GSuite, CRMs, etc—or willing to learn fast

Nice to Haves

• Experienced with organic marketing on Instagram/Facebook/TikTok (creating reels, organic posts, to generate organic leads)
• Sales background

Benefits

• % on referrals, upgrades, renewals, and pending payment collections.