Client Success Advisor Application

On Site or Remote | Miami, FL

About Us:

At Uplevel Entrepreneur, our vision is to help business owners create real wealth, and our mission is to create 1,000 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.

This role is for a Client Success Advisor on our Tax Preparation and Bookkeeping Firm. 

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.

* 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.
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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