Client Success Manager

About Us
7 Ways to Wealth helps families and entrepreneurs build, protect, and pass on wealth. We run online programs (DIY, DWY, DFY) with one promise: No client gets left behind.

Your Role
As Client Success Manager, you’ll be the main point of contact for clients — from onboarding to program completion. You’ll ensure clients feel guided, supported, and cared for every step of the way.

Key Responsibilities
1. Onboard new students within 2 business hours.
2. Lead and support DFY Trust setups with accuracy and empathy.
3. Manage client inquiries via phone, SMS, and email (respond within 2 hours).
4. Keep dashboards and pipelines updated.
5. Engage with clients across communities (Facebook, Telegram, GHL).
6. Support workshops, masterclasses, and live events.

You’ll Thrive in This Role If You:
Gets It ? You understand client success and community engagement.
Wants It ? You love serving clients and creating meaningful experiences.
Have Capacity ? You can handle multiple tasks with detail and consistency.

Must-haves:
- Excellent English communication (verbal + written).
- Proactive, reliable, empathetic problem-solver.
- Comfortable with GoHighLevel, ---------- , Zoom, Google Suite.
- Able to work EST hours.

Not for you if you:
Need constant direction.
Avoid direct client interaction.
Struggle with fast-paced deadlines.

Success Looks Like:
- 95% of clients onboarded within 2 hours.
- 90%+ DFY Trust setups completed on time.
- 95%+ client inquiries resolved within 2 hours.
- 85%+ program completion rate.

How to Apply
IMPORTANT: Only applications via this link will be entertained. No DMs or emails will be responded to.

Apply here: ----------

At 7 Ways to Wealth, we live by our values: Transparency, Respect, Unity, Skill, Thoughtful. If these resonate with you — we want you on our team.