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Client Success Manager | Fully Remote

Remote
$4,000 - $10,500/per month
Senior Level
full_time

About the role

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:

  • Real Estate Experience
  • 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

COMPENSATION & BENEFITS:

  • $4,000 - $7,000+ per month on-target earnings (Base + performance-based incentives)
  • Full-time, remote role (must be U.S. or Canada based)
  • Opportunity for advancement in a fast-growing company
  • Collaborative, high-performance team culture
  • Supportive leadership that values autonomy, ownership, and innovation

HOW TO APPLY:

To be considered for this role, you must complete the full application:

  • Complete the application in it's entirety
  • Record a short 2-minute video introducing yourself and explaining why you’re a strong fit (Loom or unlisted YouTube link)

>> APPLY HERE NOW: https://form.jotform.com/232536604262149

Let’s build something legendary.

>> Applications without a video submission will be considered incomplete and will NOT be considered. <<

About CataLeads Systems

Real Estate
1-10

🚀 Here’s how we help Realtors break free and get 10+ Double-Qualified Listing Opportunities to multiply their current monthly deal flow:

  1. Zip-Code Targeted Seller Campaigns: Launch a direct-to-homeowner seller campaign targeted towards homeowners in your service area (WITHOUT spending a single dollar $$ on paid ads).

  2. Dedicated Sales Team: Specialized Call Team will follow-up, qualify each and every lead to deliver top-tier booked appointments on your calendar.

  3. Automated Nurturing System: Every other lead gets deployed into our 12-month intensive follow-up system where we nurture them via text and phone calls till they’re ready to speak to you. All hands-free + automated so you never have to worry about a thing.

𝐓𝐡𝐢𝐬 𝐢𝐬 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐣𝐮𝐬𝐭 ‘𝐥𝐞𝐚𝐝 𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧’…. 𝐭𝐡𝐢𝐬 𝐢𝐬 𝐠𝐞𝐭𝐭𝐢𝐧𝐠 𝐲𝐨𝐮𝐫 𝐟𝐫𝐞𝐞𝐝𝐨𝐦 𝐛𝐚𝐜𝐤 𝐬𝐨 𝐲𝐨𝐮 𝐜𝐚𝐧 𝐰𝐨𝐫𝐤 𝐲𝐨𝐮𝐫 𝐦𝐚𝐠𝐢𝐜 𝐚𝐬 𝐚 𝐑𝐞𝐚𝐥𝐭𝐨𝐫

👉🏽 Wondering how this would look like in your business? Let’s get connected over a call 👇🏽 deep dive into your biz and see if we can be a good fit.

✆ Book A Call —> www.cataleads.com