BEFORE YOU APPLY — READ THIS

If you're looking for a plug-and-play job where you just clock in, follow SOPs, and clock out… this is not for you.

But if you’re a high-caliber Client Success operator

, with a rare mix of heart, head, and hustle — someone who:

• Designs experiences, solves creatively, and leads conversations
• Notices the tone shift in a client’s voice before they ever ask for help
• Identifies a dip in retention and comes to leadership with 3 solutions tested
• Thinks like an owner and moves before they’re asked

Then this isn’t just a job for you… it’s your next arena .

WHO WE ARE

CataLeads Systems helps top-producing real estate agents book double-qualified seller appointments at scale. We’re a high-speed, high-standard, client-obsessed company. We don’t do average — we build systems, teams, and experiences that win.

ROLE MISSION

Own the entire client lifecycle experience post-sale — from onboarding to renewal — ensuring each client:

• Feels deeply seen, heard, and cared for
• Gets real results (with us as their guide)
• Renews, refers, and raves about CataLeads

You’re expected to drive the entire Client Success function forward — bringing strategy, initiative, and creative ideas to the table. You won’t just be executing SOPs — you’ll be building the future of how we serve our clients.

North Star KPI:

90%+ monthly client retention, with 20% of clients upsold into higher tiers.

OTE:

Base + Commission based on retention + upsells. $4K-7K+ Per Month OTE

WHAT YOU'LL OWN

1. Client Experience & Retention (Primary Focus)

• Onboard new ‘Agent Catalyst’ clients with warmth, clarity, and strong leadership
• Proactively nurture client relationships via check-ins, voice notes, calls, texts, Looms
• Remember key client pain points + milestones and follow up like a trusted advisor
• Prevent churn with early warning systems and direct, human touch
• Drive strategic retention campaigns to hit 90%+ renewal rates
• Serve as both the Experience Designer and Community Champion — cultivating emotional loyalty and helping foster connection between clients and our brand, our programs, and each other

2. Upsell, Referrals, & Advocacy

• Identify upsell & referral opportunities and close them with tact + confidence
• Strategically guide 20% of clients into next-level packages
• Secure testimonials, case studies, and community contributions
• Make our clients feel like part of something elite — because they are

3. Internal Liaison & Ops

• Be the bridge between Client Success and Fulfillment (daily communication)
• Flag at-risk clients, prioritize support, and ensure campaign timelines are honored
• Keep CRM (GoHighLevel) data accurate and current — stages, notes, tasks, tickets
• Complete asset reviews for client materials with speed and precision

4. Creative Leadership within Client Success

• This is not a checklist role. We want your initiatives and systems thinking within the Client Success realm
• You’re expected to lead conversations on how we improve retention, experience, advocacy, and LTV
• See a gap? Draft a plan, test it, bring data and recommendations to leadership
• Implement your own innovations: follow-up systems, client journey touch-points, community engagement methods, etc.

WHO YOU NEED TO BE

You’ve already...

• Managed 20–40+ clients simultaneously in a high-stakes client-facing environment
• Taken ownership of client success KPIs — and beat them
• Balanced empathy with edge — leading clients with care and clarity
• Thought like a builder, not an executor

MUST HAVE'S:

• 2+ years in Customer Success, Account Management, or Coaching
• Clear, charismatic communicator — written, verbal, and on Zoom
• Detail-obsessed (we don’t miss. ever.)
• Proven results in retention, renewals, or client transformation
• Ownership mentality — you never say “not my job”

BONUS SKILLS:

• Digital marketing knowledge: funnels, ads, CRMs
• Tech stack: GoHighLevel, Slack, Zoom, Stripe, PandaDoc, Zapier
• Experience in B2B, real estate, or coaching businesses
• Coaching or consulting experience (formal or informal)

KEY METRICS YOU OWN:

• 90%+ Client Retention
• 20% of Clients Upsold

READY TO STEP INTO YOUR NEXT LEVEL?

If you're ready to join an elite team that plays at the highest standard, we want to hear from you.

APPLY HERE NOW:

https://form.jotform.com/232536604262149

Let’s build something legendary.

Client Success Manager | CataLeads Systems

Remote — Full-Time

OTE:

Base + Commission based on retention + upsells. $4K-7K+ Per Month