Head of Customer Success

$62K–$96K / Year 100% Remote US Business Hours Financial Services

We build and run full-stack marketing systems for financial advisors. Ads, funnels, CRM, automations, client communication… everything it takes to keep a steady flow of qualified prospects walking through the door.

Step 1 Read the full job description below

Step 2 Apply at the bottom of the page.

Who We Are

One niche. Long-term clients. A small team that takes full ownership of results.

Our average client stays over 7 months because what we deliver actually works. We don't churn through accounts… we build partnerships with advisors who trust us to run a critical part of their business.

What It's Like to Work Here

We're a small, focused team scaling fast. No bureaucracy, no middle management, no hiding behind process. You'll have direct access to the CEO, real decision-making authority, and full visibility into how the business runs.

We hold a high standard… for our clients, for each other, and for ourselves. If you want to coast, this isn't the place. If you want to be surrounded by people who move fast, think clearly, and care about the outcome… you'll fit right in.

Don't treat this like a job. We don't treat you like a number. This is an opportunity to build something meaningful alongside a team that's going somewhere.

Your Opportunity

You will own the entire client relationship… from the first onboarding call through month 13 and beyond. You're the person our financial advisor clients trust to keep everything on track, everything delivering, and everything moving forward.

You'll manage a portfolio of accounts, run recurring strategy calls, catch problems before they become fires, and make sure what we deliver matches what we promised. No hand-holding from leadership. You see what needs to happen and you make it happen.

People who thrive here figure things out before asking, communicate directly even when it's uncomfortable, and take personal ownership of client outcomes. If that's not you, don't apply.

Key Responsibilities

Client Relationship Management

Own the client experience end-to-end, from onboarding through long-term retention
Build genuine, consultative partnerships with financial advisors through proactive communication and consistent delivery
Run recurring check-in calls and strategy sessions to keep clients aligned and engaged
Identify early warning signs of churn and act on them before they escalate

Delivery Oversight

Coordinate across the team to ensure every account is delivering on what was promised
Monitor campaign performance and flag issues that need attention
Keep internal systems, trackers, and client records clean and current
Spot opportunities to improve results or expand the engagement

Onboarding and Retention

Lead onboarding for new clients… set expectations, build trust, establish the rhythm
Develop and refine processes that improve the client experience over time
Drive retention through results, communication, and relationship quality

Requirements

2+ years in account management, client success, or a similar client-facing role
Strong communication skills… written and verbal, direct and clear
Organized enough to manage multiple accounts without anything slipping
Ability and willingness to learn new tools quickly and figure things out independently
Comfortable working directly with business owners
Experience in digital marketing or agency work is a plus… but character, resourcefulness, and coachability win over a resume every time

Ideal Qualities

Takes full ownership… if something is off, you flag it and fix it
High emotional intelligence and the ability to build trust fast
Strong problem-solving instincts with excellent follow-through
Results-oriented with a bias toward action
Genuinely cares about client outcomes, not just task completion

Compensation

$62,000 – $96,000 USD/year

$5,100 – $8,000/month • Based on experience and capability
Performance bonuses tied directly to client retention • Specifics discussed in the interview process

Additional Benefits

Direct access to and mentorship from the CEO

Real decision-making authority over your accounts

Ground-floor opportunity at a growing, profitable agency

Access to $200K of training (Including Alex Hormozi's ACQ Vantage)

What Happens Next

We respond to everyone within 7 days. Deadline: Friday, April 10th at 12:00 PM Eastern.