Client Success Managers / Backend Sales Reps
ABOUT US:
Our company, Fondako Media, is a growth agency for top 0.001% life insurance agents. We've scaled from $USD 0 to $USD 3,000,000 per year in less than 3 years.
We have world-class standards and intensity while promoting a healthy lifestyle. You'll be working in an extremely empowering environment.
We've helped over 1,200+ life insurance agents across North America in the last 3 years, and you'll get to be on the leading edge of these transformations.
ROLE:
The CSM is a crucial member of our organization, directly contributing to the success of our clients.
Your ultimate goal as a CSM is to increase the Lifetime Value (LTV) of our customer base.
And to ensure clients:
OUTCOMES/KPIs::
Successfully Managing A Book Of Clients: One client (4 months in the frontend and 6-12 months in the backend. +/- 50 managed clients required)
Conducting High Quality 1-on-1 Zoom Calls With Your Clients
Offer Mon-Fri 24H through Slack/WhatsApp/Skool support (Available Mon-Fri 8am to 5pm EST - a MAXIMUM 1H response time is required during business hours. Outside of business hours, messages should be treated first thing in the morning.)
Coordinating w/ Tech, Marketing and Sales Dept if needed
Daily Client Success Team Meetings (Mon-Fri) 9am EST (60 minutes)
Monthly Churn Rate BELOW 10%
Maximise retention of the clients you receive. (Renewing on the frontend program or upselling to the backend program)
Upsell 10% of the clients you receive from the frontend program to the backend. (We have a detailed renewal/upsell process that we can help you withYou can also use Team Lead to assist in renewals/upsells if needed.)
Renewing clients 25% of your clients into 6-12mo long term contracts after their initial 4-month contract
Refund/Cancellation KPI < 3%
Ensure standards of client success remain within integrity despite growth.
Company values, standards and culture are consistently upheld by all team members.
QUALIFICATIONS:
This Is For You If:
At Fondako Media, we want people who are amazing culture fits over anything else. We have found that some of our best team members have had little experience and/or college degrees relative to their role, but were extremely hungry, coachable, and driven to be the best.
So if that’s you, feel free to go ahead and apply at the bottom of this page!
DISQUALIFIERS:
**Please DO NOT apply to this position if you:
WORKING HOURS:
8 am to 5 pm Eastern Standard Time Zone (Flexibility Offered)
COMPENSATION:
On Track Earnings:
Your income is not capped. As the company grows, your your possibility to earn more also grows.
BENEFITS:
Work-life balance with remote work from anywhere.
All expenses paid company retreats, client masterminds, and annual planning sessions.
Access internal trainings (invested over $250,000 in the past 4 years in some of the best online marketing and sales mentors you can find)
Be part of the fastest growth agency for financial advisors in North America growing 24% quarter-over-quarter for the last 3 years and on track to hit $USD 7M in revenue in 2025, $USD 12M in revenue in 2026, $USD 20M in revenue in 2027 and aiming at a valuation of $USD 100M by 2030.
FONDAKO MEDIA CORE VALUES:
Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business.
Client Success Manager Application
Remote | Worldwide
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