Client Success Advisor Application
On Site or Remote | Miami, FL
About Us:
At Uplevel Entrepreneur, our vision is to To redefine what it means to be an Uplevel Entrepreneur by setting a new standard for wealth creation, capital stewardship, and financial sovereignty in the Business Owner Community.
We envision a future where the most elite Business Owners don’t just earn more — they keep more, protect more, and do more with it. We are building the premier ecosystem for financial literacy, structural mastery, and generational impact in the Entrepreneurial World.
Our mission is to create an army of Uplevel Entrepreneurs who know how to win at the Game of Business and use their success to build Real Wealth — for themselves, their families, and future generations.
We are a team driven by our values, including extreme ownership, strategic precision, long-term thinking, fiduciary excellence, unapologetic capitalism, client first, always, and Mastery Over Mediocrity.
Role:
In the role of Client Success Advisor at Uplevel Entrepreneur, you will take on a crucial responsibility in walking our clients through our program and services, and nurturing one-on-one engagement. Your contribution will be instrumental in leveraging the best possible service and experience to our clients.
responsibilities:
* Become a "Client Success Advisor," guiding clients through our processes.
* Review and organize client documents in our CRM - TaxDome.
* Track client success and progress within our program.
* Take notes for client meetings to keep the team informed.
* Manage client onboarding processes.
* Collaborate with in-house and outside counsel for legal document drafting and execution.
* Communicate with clients weekly.
* Debrief the team on client situations every two weeks.
qualifications:
* Background in managing documents for clients.
* Proficient in English.
* Strong understanding of professional communication with high-profile individuals.
* Ability to work efficiently in a fast-paced environment, managing multiple clients.
* Experience with software like Zoom, TaxDome (not required), Loom, G-Mail, Slack, and Miro.
* Excellent attention to detail in spelling, document review, and data sharing.
* Strong communication skills for remote team collaboration.
* Minimum of 2 years of relevant experience in client management and administration.
measures of success:
* Full understanding of your client's situation at any point in time
* Client Satisfaction Survey
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 base compensation range would be between $38,000 to $42,000 per year, depending on the your experience and qualifications. Bonuses can be as high as 40% of your base salary.
benefits:
* Medical Insurance
* Dental insurance
* Vision Insurance
* Paid-Time Off
* Paid Holidays
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.
* Extreme Ownership: We own the outcome. Every win. Every challenge. Every detail. Excuses are easy — we choose accountability.
* Strategic Precision: Strategic Precision. We don’t guess. We design. Every recommendation is grounded in law, logic, and leverage. We move with intent and calculate for results.
* Long-Term Thinking: We build for legacy, not just the next tax season. Our strategies are rooted in durability, scalability, and generational sustainability.
* Fiduciary Excellence: We operate only in the black and white. No grey zones. No half-truths. Our Clients trust us because we stay anchored in what’s tested, legal, and proven.
* Capitalism Without Apology: We believe business is the greatest tool for Freedom. We champion personal responsibility, private ownership, and the right to prosper.
* Client First, Always: Our loyalty is to our Clients’ outcomes. We never chase trends — we pursue truth. We measure our success by the real, lasting results we help deliver.
* Mastery Over Mediocrity: We don’t do good enough. We pursue mastery—in systems, service, strategy, and self. Our standard is higher because our Mission demands it.
Copyright © 2024, Uplevel Entrepreneur, LLC. All rights reserved.
This site is not a part of the Facebook website or Facebook, Inc. Additionally, this site is not endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
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