POSITION SUMMARY
The Client Success Manager is responsible for helping Cardone Ventures clients achieve their transformational growth goals through overseeing and managing the implementation of our CRM product offering into small to medium sized businesses to optimize their sales and marketing. This individual will be working directly with clients to maintain and grow existing relationships with clients to onboard and manage software implementation, drive adoption, and drive growth to move into the next phase of our client journey.
The Client Success Manager will work with the client to manage the implementation of our CRM offering, serve as a subject matter expert during onboarding calls and drop-in hours, quickly address inbound support requests, and discuss strategic growth opportunities for the CRM offering. A successful incumbent will possess robust CRM experience, strong customer service skills, sales and marketing acumen, and the ability to work and collaborate effectively within a fast-paced and team-centric environment.
ABOUT CARDONE VENTURES
Our mission is to help business owners achieve their personal, professional, and goals through the growth of their businesses. We work in dozens of verticals and provide strategic business guidance through courses, live events, partnerships, and investments. Our core values are the backbone of our business and guide our hiring process : we are inspirational, accountable, transparent, disciplined, aligned, and results oriented. This company operates nationally and is growing by the day.
SUCCESS LOOKS LIKE :
- Increasing user adoption of SCALE CRM due to remarkable customer support and knowledge of the platform
- Guiding clients through transformational growth by helping them adopt and maximize CRM features, such as automation, opportunity pipelines, and lead management.
- Driving the successful onboarding and implementation of our CRM product for clients, ensuring it optimizes their sales and marketing strategies.
OBJECTIVES
Onboard new clients to our CRM offering, train on product use, and provide ongoing strategic guidance and expertise for the duration of the relationshipIdentify opportunities for onboarding efficiency, account expansion, and revenue creation within our customer baseAdvise our clients on how to improve their performance and increase their return on investmentClearly communicate the benefits of CRM features (Record management, Automation, Lists, Opportunity Pipelines, etc.) and ensure customers successfully adopt themActing as a trusted advisor to clients and to internal counterparts, offering consultative support and strategic insights to enhance their CRM usage and align it with their business growth goals.Identify opportunities for growth in our product that will further contribute to ongoing customer success and retentionWork collaboratively with cross-functional teams, including Business Operations, Marketing Services, Platform Review, and our Strategic Business Unit, to ensure any and all customer support or engineering issues are resolved efficientlyConduct regular follow-up with clients to handle outstanding support inquiries, determine the effectiveness of the CRM, and identify opportunities for usage improvementDevelop and nurture clients into advocates to increase brand awarenessAnalyze data and results to guide product and customer success improvementsIdentify opportunities to streamline the customer training / ongoing product education processComplete all committed deliverables to the client in a timely manner while ensuring understanding and use case for each deliverable.Be responsible for directly and indirectly interacting with the Cardone Ventures Business Operations Team to improve all systems and processes that drive the success of the businessCOMPETENCIES
Demonstration of an in-depth understanding of all core CRM features (Record management, Workflows, Lists, Opportunity Pipelines, etc.)Experience in building and maintaining strong relationships with customersExperience working closely with other functions like Operations, Marketing Services, and Business ServicesTech savvy and self-sufficient, willing to supplement training content provided with researchStrong project management skills to walk multiple clients through the onboarding process of the CRM from start to finishExperience working with CRM tools such as HubSpot, Salesforce, or HighLevelAbility to promote a CRM to our clients and explain the functions and features of our CRM offeringComfortable managing a high volume of client calls to address questions and / or concerns in a professional mannerA proficient knowledge of Sales & Marketing (S&M) and the ability to coach and train clients on philosophies.EDUCATION AND EXPERIENCE
Bachelor’s degree in Business Administration preferredAt least 5 years’ experience in a client-facing role10X TOTAL REWARDS
Medical, dental, and vision for FT positions and their dependentsVacation and sick time policy that increases based on tenure with the companyThree work from home days per month (4 / month during June-August)Employee Assistance Program through Guardian401k with Company match (estimated to launch in Q1 2025)Pet Insurance through SPOT for your 10X pets!Competitive parental leave policy : 100% paid - 8 weeks for primary caregiver, and 4 weeks for secondary caregiver 1 month remote for bothEmployee wellness initiatives including a 100% paid for gym membership and access to discounts on local meal prep servicesProfessional Development through reimbursements for courses / certifications outside of CV, and a 10X Mentorship ProgramContinued Education : we provide team members complete access to our range of educational resources valued at over $250,000 in areas such as Sales, Operations, People, Finance and MarketingUncapped Commission Potential : all of our team members have the opportunity to sell our Products / Services (and are trained on how to do so). We have several examples of non-sales team members earning well over $20,000 in annual commissionPHYSICAL REQUIREMENTS
Prolonged periods sitting at a desk and working on a computerCOMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce Cardone Ventures recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to careers @ cardoneventures.com . Already a Cardone Ventures candidate? Please connect directly with your recruiter to discuss this opportunity.
Salary : $20,000
