Job Description:

The Client Success Coordinator #1 is responsible for owning the entire workshop customer journey—from purchase to onboarding into AI Edge. This is not a simple support role; it is a customer journey orchestration position focused on ensuring every customer moves forward without getting stuck.

Your core mission:

•Increase implementation, reduce friction, and guarantee forward customer momentum.

Key Responsibilities:

Journey Orchestration (40%)

•Own the full pathway: Purchase → Prep Party → Workshop → System Installation → AI Edge

•Identify where customers may get stuck and intervene proactively

•Monitor automated communications and ensure accuracy

•Troubleshoot issues (links, access, scheduling)

•Track progress of every customer

•Weekly tasks include reviewing purchasers, following up on missed milestones, and identifying bottlenecks

AI Edge Membership Activation (25%)

•Ensure new members complete onboarding within 7 days

•Encourage attendance to first AI call within 14 days

•Track course progress, flag dormancy, and re-engage members

•Welcome members personally and highlight wins in community

Workshop Support (20%)

•Provide live support during prep parties and workshops

•Assist with technical issues, chat support, breakout rooms

•Stay after events to help participants finish setup

•Document common issues

Automation & Communication QA (10%)

•Upload email sequences to GoHighLevel

•Test automations, links, and triggers

•Troubleshoot or escalate broken automations

•Perform weekly QA checks on email journeys

Multi-Channel Question Management (5%)

•Handle inquiries via email, Telegram, GHL Chat, phone/text

•Follow response-time priority system (30 mins–next business day)

•Reduce repeat questions by improving resources

Tools to Be Used:

•GoHighLevel (GHL) – automations, sequences, customer journey tracking

•Gmail Workspace – communication

•Telegram – community and real-time questions

•Zoom – prep parties, workshops, live support

•Calendar Systems – scheduling

•OBVIO Platform – member access tracking

•Spreadsheets for tracking metrics

•Documentation tools for logs and improvements

Hourly Rate:

•$5–8 per hour, based on performance and tenure.

Working Hours:

•40 hrs/week

•Must be available during 10 AM – 2 PM Pacific Time for event support

•Additional hours flexibly spread across the week depending on client journey needs

Benefits:

•Paid 30 business days of training (mindset + skillset).

•Work-from-home opportunity.

•Access to training resources.

Why Join us?

As a Client Success Manager at Phyllis Song Consulting, you'll play a key role in building strong, lasting relationships with clients while ensuring their goals are met through personalized support. Join us to make a real impact in a collaborative environment that prioritizes both client satisfaction and your professional growth.