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David Bayer over 2 years ago
customer servicecustomer service🇺🇸 usa only🇺🇸 usa only
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They say you can't change the world. Well, they were wrong . . . we actually are.

Four years ago, David and his wife Carol set out on a world-changing mission to help entrepreneurs and iniduals learn how to end their personal suffering and to develop the mindset, tools, and practices to achieve their full potential.

David is one of the world's foremost leading experts on mindset and business strategy, and Carol is a seasoned operational executive with a background in engineering and has become one of the leading experts on marketing and systems automation. Together they've created one of the fastest-growing brands and businesses in the personal and business development industry.

In just a few short years, Inc. named our annual event, The Powerful Living Experience Live, “A Top 3 Must-Attend Personal Development Event For Entrepreneurs” (along with Tony Robbins' Date With Destiny,) David was named by Inc. “as a leading expert on mindset and business” and Success Magazine referred to David's methodology as “the next evolution in personal development.” David was featured on Impact Theory and rated one of the Top 5 interviews in the show's history, and has millions of views of his videos online. The company recently was recently named #171 on the Inc. 5000 fastest-growing companies list.

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 Client Success Manager and other departments to escalate issues and share client concerns.

Our number one priority is to ensure our clients are treated like family. Their success is our obsession. To crush it in this role, you must be someone who is driven by making things happen with a high sense of excellence, priority, and care. We operate a step or two ahead of our clients, so you must be comfortable working at a fast pace, laser-focused on details, and driven to meet or beat deadlines. You are passionate about providing stellar client care, motivated by supporting others, and excited to learn new skills. You will operate in multiple system environments, so you need to be flexible to learn quickly and bring with you a strong background in customer care ticketing system platforms, Google Drive, and 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, you must be a highly-skilled, clear communicating, socially adept client success professional who can execute daily tasks and responsibilities while being flexible to adapt to the rapidly changing environment of a fast-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.

What you'll be doing:

  • Monitor, handle, and report all inbound communications about David Bayer's programs, events, and services, arriving via email, phone, social media, or chat in a timely manner and/or escalate as needed
  • Assist our various programs via onboarding calls and ongoing email and phone 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
  • Assist clients with their payments, payment plan changes, & address clients for non-payment (ideally bringing client accounts current, but take action accordingly if 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 the coaching and sales departments as needed to improve processes, address client challenges or satisfaction, and further support clients
  • Daily outbound calling to prospects who have scheduled calls with our enrollment team to confirm attendance and stress the importance of the call.
  • Process client care tasks and update records using the company's CRM (Infusionsoft)

 You'll love this opportunity if:

  • When you did your research on us, you resonate powerfully with the mission of the organization and believe that you would be a good 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 communicate in a poised manner with clients, especially during the occasionally uncomfortable situations with clients who are feeling dissatisfied or emotional.
  • You are good with 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 must be 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 great satisfaction.
  • You are positive with a “do whatever it takes” attitude.
  • You have a great sense of humor. We believe belly laughs are a daily “must”.
  • You are a proven problem-solver who is not afraid to dig in and find the answer.

Experience:

  • 3+ 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 platform, Outlook, and Google Drive.
  • Knowledge of CRM systems, Google Suite, and Infusionsoft 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.)

Benefits of working with us:

Like any awesome company, we offer great compensation, paid time off, 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
  • Other fun stuff as we think of it

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.