Director of Client Success and Fulfillment Application

Remote | Worldwide

About Us:

At Uplevel Entrepreneur, our vision is to help business owners create real wealth, and we are on a mission to create 10,000 multi-millionaire business owners by teaching them the secrets of wealth creation, accumulation, and protection. We are a team driven by our values, including exceeding expectations, generational wealth creation, extreme ownership, unapologetic capitalism, fiduciary excellence, and a stoic mindset.

Role:

As the Director of Client Success and Fulfillment, you will be the cornerstone of our client experience, responsible for ensuring that our clients achieve measurable results and are fully satisfied with their engagement. You will oversee the fulfillment of all coaching, consulting, and membership services, manage the client journey, and implement strategies to enhance retention and client success.

This is a strategic leadership role, where you’ll be tasked with driving client outcomes, optimizing operational processes, and managing a seamless client experience from onboarding through completion of services. You will act as the primary point of contact for clients, ensuring that their expectations are exceeded at every step of their journey.

responsibilities:

Client Outcomes Management: Ensure clients achieve their desired results by monitoring key performance indicators and driving engagement with our services.
Fulfillment Operations: Lead the execution and delivery of all online courses, group and individual coaching programs, and membership community engagements, ensuring operational excellence.
Client Success Strategy: Develop and implement strategies to enhance client satisfaction, retention, and outcomes, leveraging data and client feedback to continuously improve.
Team Collaboration: Work closely with the sales, marketing, and product teams to align client success strategies with our company’s growth objectives.
Retention & Renewal: Foster long-term client relationships, driving retention and upsell opportunities through exceptional service and value delivery.
Client Support: Act as a key point of escalation for client concerns, ensuring timely and effective resolutions.
Process Improvement: Regularly review and optimize fulfillment processes to improve efficiency, reduce friction, and increase client engagement.

qualifications:

Bachelor’s degree in Business, Operations, Client Success, or a related field (MBA or relevant certifications are a plus).
5+ years of experience in a leadership role focused on client success, fulfillment, or operations within a coaching, consulting, or membership-based business.
Proven track record of managing client outcomes, driving engagement, and achieving high levels of client satisfaction and retention.
Strong understanding of business structuring, wealth planning, and financial education, or a demonstrated ability to quickly learn and master complex concepts in these areas.
Experience overseeing the fulfillment of complex service offerings, particularly in a virtual or remote environment.
Excellent communication and interpersonal skills, with a proven ability to build and maintain client relationships.
Ability to manage multiple programs simultaneously, ensuring operational efficiency without sacrificing the client experience.
Data-driven mindset with the ability to analyze client success metrics and implement actionable improvements.
Problem-solving skills with a client-first mentality, capable of resolving issues while maintaining a high level of professionalism and care.

measures of success:

Client Retention Rate: Achieve a minimum client retention rate of 90% by maintaining strong relationships and delivering exceptional client experiences.
Client Satisfaction: Ensure an average client satisfaction score of 9/10, based on feedback surveys and direct client interactions.
Engagement Metrics: Maintain at least 85% engagement across all coaching programs, courses, and membership services by regularly monitoring and driving participation.
Process Improvement: Implement at least two process improvements per quarter that lead to a measurable increase in client outcomes or operational efficiency.
Response Time: Ensure timely responses to client issues, with a 95% resolution rate for escalated concerns within 24 hours.
Fulfillment Accuracy: Achieve 100% accuracy in the fulfillment of coaching, courses, and membership services, ensuring that all client deliverables are met on time and without errors.
Upsell and Renewal Success: Drive upsell and renewal opportunities, with a target of converting 30% of existing clients into higher-level programs or services annually.

hours:

* Minimum of 40 hours per week

salary:

For this role, compensation is based on both Salary and Company Profitability Bonuses and Value Add Bonuses. Your combined compensation range would be between $80,000 to $100,000 per year, depending on the your experience, qualifications, and performance-based incentives.

benefits:

100% remote work that will allow you to work from anywhere (as long as there is good internet connection and your tasks will not be negatively impacted)

uplevel entrepreneur's core values:

Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.

* Exceeding Expectations: We consistently create WOW experiences by going the extra mile in our consulting and guidance, aiming to exceed client expectations. Our commitment is to consistently deliver value at least 10 times the price we charge.

* Generational Wealth Creation: We focus on creating real wealth, and define it as the ability to establish enduring financial foundations for future generations. Beyond monetary resources, it encompasses the transfer of financial literacy down the bloodline, ensuring the sustainability of the wealth we create."

* Extreme Ownership: We embrace extreme ownership, taking full responsibility for every outcome, whether positive or negative. We don't shy away from accountability and willingly accept blame when necessary.

* Unapologetic Capitalists:As unapologetic capitalists, we wholeheartedly embrace the principles of private enterprise, free markets, and limited government intervention. We recognize ourselves as the best stewards of our resources and actively manage them within legal bounds, firmly believing in the power of capitalism to drive innovation, growth, and prosperity.

* Fiduciary Excellence - We don't play in the grey. As fiduciaries, our commitment is unwavering – we always recommend and guide our clients based on strategies thoroughly tested by the courts and within the bounds of the US Legal Code. We operate solely in the black and white, ensuring the highest standards of integrity and legal compliance.

* Stoic Mindset - We cultivate a Stoic mindset, grounded in resilience and composure. Central to this ethos is the understanding that we do not react to things beyond our control. Instead, we focus on thoughtful responses, navigating challenges with a calm and rational approach. Our commitment to a Stoic mindset guides us, promoting inner strength and maintaining a steady course in the pursuit of lasting success.

Complete Application

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Facebook makes us say all of the above. Sorry. Now for some more legal stuff. You had to know this was coming. After all, didn't we tell you that Edward is a lawyer. TERMS OF SERVICE