Client Success & Retention Specialist

We are hiring a Client Success & Retention Specialist for a B2B marketing services company in the lead generation industry. This is a Part-Time remote role for a United States based client. The role is focused on managing client relationships, supporting retention, driving upsells, and maintaining CRM hygiene.

The ideal candidate is a persuasive, metrics-driven communicator with strong follow-through, and hands-on experience with GoHighLevel CRM or similar systems.

Key Responsibilities

• Primary workflows include handling onboarding calls, check-in calls, client communication, and offboarding calls.
• Manage customer retention initiatives, upselling opportunities, and testimonial collection.
• Own day-to-day client communication, including campaign updates and service-related discussions.
• Maintain accurate and up-to-date CRM records and pipeline tracking (GoHighLevel or similar).
• Support basic sales conversations with clients where opportunities for expansion arise.
• Ensure a high level of client satisfaction through structured follow-ups and proactive communication.

Required Qualifications

• 2–3 years of proven experience in customer service, account management, or sales support roles.
• Hands-on experience managing outreach, pipelines, or client workflows in GoHighLevel (GHL) or similar CRMs.
• Ability to confidently handle client conversations and identify upsell opportunities.
• Excellent spoken and written English with a clear, neutral accent and strong phone presence.
• Highly process-driven, coachable, and comfortable working in a fast-paced, KPI-focused environment.
• Experience working in a remote, global team environment.

Preferred Qualifications

• Experience working with marketing agencies, lead generation companies, or professional services firms.
• Familiarity with cold SMS and cold email best practices, including compliance and opt-out handling.
• Experience booking meetings or handling client communications in financial services or high-trust niches.

Required Skills & Tools

• Email and calendar management tools (Gmail/Outlook and Calendly)
• Google Workspace and Slack (or similar communication and reporting tools)
• GoHighLevel for CRM, outreach, pipeline, and calendar management
• VoIP dialer tools (e.g., JustCall, Aircall, Twilio)
• Productivity and documentation tools (Google Workspace or Microsoft 365)

Schedule & Pay

• Full-Time position; 20 hours per week; US business hours (Monday–Friday, 9AM–1PM Central Time, with flexibility across US time zones)
• Fully remote role for a United States based client
• Pay ranges from R7000 – R10,000 ZAR per month, plus performance-based bonuses for retention, upsells, and testimonials
• Includes training, playbooks/SOPs, and strong growth potential in a fast-scaling program

System Requirements

• Internet speed of at least 20 Mbps upload and download
• Computer with a 2.4 GHz processor or higher
• 8 GB of RAM or higher
• Windows 10 or newer, or Mac OS X 10.10 or newer
• HD 720p webcam
• Headset with microphone

Benefits

• Competitive pay rates with performance-based upside
• Consistent hours and predictable workload
• Fully remote work with long-term potential
• Direct collaboration with the founder and sales team, making a real impact
• Supportive and inclusive work environment
• Opportunity to grow alongside a fast-scaling marketing program

If you’re a proactive, client-focused professional who enjoys building strong client relationships, driving retention, and identifying growth opportunities, and you thrive in a fast-paced environment, we’d love to hear from you.