Customer Success Manager

2 months ago

Miami, United States BogeGroup Full time

ABOUT BOGEGROUP

At BogeGroup, we seek individuals who are eager to learn and are deeply committed to continuous self-improvement. We value those who focus on enhancing their skills 365 days a year to create a positive impact on people's lives while achieving their own goals. As a Client Success Manager, you are directly responsible for impacting lives through working 1-on-1 with clients to deliver and complete funding consulting services while collecting remaining balances for those services. A successful candidate will demonstrate a strong desire to excel as a top producer, possess a positive and hardworking attitude, and exhibit exceptional communication skills.


Our mission is to empower individuals to expand their life using funding, business and investing tools. We created and partnered with several companies that provide business and investing tools through 1-on-1 mentorships, workshops and opportunities to help people get to where they want to faster. All of our team members embody our core values that create our culture and guide the hiring process: We are inspirational, disciplined, accountable, results-oriented, transparent and aligned. We operate nationally and are looking for Client Success Managers to drive the growth in becoming the #1 funding company in our industry. Discover more about our mission and offerings at our website.


THIS ROLE IS 5 DAYS A WEEK ON-SITE AT OUR MIAMI OFFICE


OBJECTIVES

  • Be willing to take more than 6 hours worth of 1-on-1 consulting calls per day in an 8-hour work day
  • Deliver and complete over 40 active clients per month
  • Collect payments owed for consulting services
  • Obtain client testimonials once funding is complete
  • Build and nurture relationships with clients and businesses
  • Communicate with clients and self-book appointments to consult clients based on what they need
  • Diffuse situations and encourage clients to be solution-oriented
  • Monitor client progress, report outcomes, and pinpoint areas for enhancement.
  • Coordinate with internal teams to ensure client requirements are fulfilled and any concerns are addressed promptly.
  • Support clients in preparing and submitting applications for funding.
  • Provide comprehensive guidance throughout the funding process, resolving queries and offering advice.
  • Role-play for over 1 hour per day to continuously develop communication skills and gain confidence in the consulting process
  • Track accurate statistics at the end of the day


COMPETENCIES

  • Strong ability to communicate with clients regarding BogeGroup Financial Consulting Solutions
  • Ability to meet or exceed quotas of clients completely delivered, remaining balance of the services and number of testimonials
  • Have strong emotional intelligence
  • Competency in talking to people interested in different business ventures from all walks of life
  • Hunger to recover qualified clients and encourage them to continue with services
  • Genuine desire to build relationships with prospects that want to change their lives by providing value while consulting
  • Ability to think quickly on feet and solve client’s problems
  • Leverage CRM and be accurate in taking notes on clients
  • Ability to follow a script while willing to improve and develop communication skills using company resources to use beyond the script
  • Disciplined with consistent follow up and ability to get creative when reaching out to clients (i.e. video messages, email...etc)
  • Applying strong level of interpersonal and communication skills
  • Be coachable on how to improve your statistics
  • Work weekends if needed
  • Ability to work in a fast-paced environment
  • Able to work on zoom with clients
  • Strong obsession for personal development


EDUCATION AND EXPERIENCE

  • GED or high school diploma preferred
  • Preferred at least 1-2 years’ work experience in a collection based or delivery role with a training, organizational development or content development focus


PHYSICAL REQUIREMENTS

  • Prolonged periods sitting at a desk and working on a computer using zoom



BENEFITS

  • Growth Opportunities: Advance within the company through performance-based progress.
  • Comprehensive Training: Receive in-depth training to ensure you are well-equipped to meet
  • the challenges of the role.
  • Supportive Team Environment: Be a part of a collaborative team that values mutual success and support.


COMPENSATION

  • This position is W2 only

**Starting base: $3,500 a month***

  • Bonus #1: $500 for every $25,000 milestone collected towards the remaining balance of the program
  • Bonus #2: $50 per completed funding cycle (regardless of results)
  • Bonus #3: $100 per video testimonial completed
  • Additional Bonus: 3% of cash collected to an upsell from a sister company (this is 1099)

****Top 5 earners are making between $10,000 and $15,000 a month****



COMMITMENT TO DIVERSITY

As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce BogeGroup recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation or disability, and actively foster inclusion in all forms both within our company and across interactions with clients, candidates and partners.

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