Customer Success Manager

This range is provided by Wealth Society. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$65,000.00/yr - $80,000.00/yr

Direct message the job poster from Wealth Society

We’re hiring a full-time, in-house Customer Success Manager to support and engage the high-level members of The Wealth Society — a top-ranked, invite-only wealth-building community hosted on Skool.

Your mission is to ensure every member enjoys a seamless, high-value experience while helping drive onboarding, engagement, retention, and renewals ’ll manage day-to-day member workflows across Skool, Go High Level (GHL), and our internal trackers, while collaborating closely with leadership (including the COO) to execute our client retention strategy and optimize the member journey.

This is a fast-paced, impact-driven role ideal for someone who is highly organized, tech-savvy, and passionate about helping people succeed inside a high-performance community.

Compensation

• Up to $15,000 in performance-based bonuses, tied to member retention, engagement, and operational execution
• Comprehensive medical, dental, and vision insurance
• Complimentary membership to The Wealth Society (valued at $6,500/year)
• Exclusive back-end access to The Wealth Society leadership team
• Paid time off and major holidays
• Direct exposure to elite investing conversations, strategies, and systems
• Room for long-term growth inside a fast-scaling business

Responsibilities

Skool (Community Platform)

• Approve and onboard new members daily
• Welcome members and ensure they understand how to access tools, content, and community features
• Moderate posts and comments to maintain a high-quality, scam-free environment
• Monitor engagement and flag churn risks or disengaged users
• Respond to community DMs and questions in a helpful, professional tone
• Keep the Resources tab updated with tools, links, and event info
• Post important updates or announcements on behalf of the team
• Support member retention by proactively engaging and offering check-ins or nudges

Go High Level (CRM & Email Automation)

• Maintain and update member records inside GHL
• Track plan type, join date, renewal date, tags, and engagement levels
• Tag and segment members by pricing tier, VIP status, and renewal stage
• Set up and manage automated email workflows (onboarding, renewals, upgrades)
• Ensure correct sequencing and timing for lifecycle communications
• Support CRM hygiene and help improve internal tagging systems
• Collaborate with the COO to manage key metrics and support retention workflows

Member Retention & Lifecycle Support

• Assist with loyalty rewards and renewal bonus fulfillment
• Coordinate personalized touches for milestone moments and high-value members
• Prepare weekly reports on member retention, churn risk, and engagement trends
• Provide feedback and ideas to continuously improve the member journey
• Manage swag fulfillment for new members and VIP upgrades
• Maintain an organized swag tracker (items, shipping dates, fulfillment status)
• Coordinate premium packaging to ensure a polished, on-brand experience
• Oversee inventory, vendor coordination, and reordering as needed

Qualifications & Education

• 3–5 years of experience in customer success, community management, or online membership/coaching programs
• Comfortable using platforms like Skool, Go High Level (GHL), Google Sheets, or similar tools — we’ll train you on the specifics if needed
• Familiarity with email workflows and lifecycle communication strategy is a plus
• Excellent written and verbal communication skills with a friendly, professional tone
• Highly organized, proactive, and adaptable in a fast-paced environment
• Based locally or willing to relocate (this is a full-time, in-house role)
• Bonus:
  Experience in finance, investing, or coaching communities is a strong plus

Why Join Us?

• Be part of a top 1% investing community helping people achieve real financial freedom
• Work directly with a high-performing, mission-driven leadership team
• Play a core role in shaping the member experience and scaling the retention engine
• Enjoy long-term growth opportunities in a dynamic, fast-growing company

Apply now and help us build something legendary.

• Seniority level
  
  Mid-Senior level

• Employment type
  
  Full-time

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