Client Success Manager - Coaching & Sales Experience

ROLE

Earn a 6-Figure+ Income from Home Driving Impact for Entrepreneurial Moms

Are you great at encouraging and serving others?

Are you passionate about transforming the lives of moms & other entrepreneurial families?

Then The Rainmaker Family is looking for you!

A little about who we are and our mission

• The Rainmaker Family creates transformational experiences for moms who want to create time freedom, generational abundance & leave a thriving family legacy.
• Recently named the #2 fastest growing privately held education company in America by Inc Magazine, The Rainmaker Family is on mission to help mama bears become millionaires by leveraging the ecommerce economy on Amazon.
• We're always looking to steward and multiply what we do, looking for ways to love and serve families who are ready for time freedom and financial breakthrough.

Founders, Stephen & Chelsey Diaz are seeking full-time coaching personnel to transform clients in their Rainmaker programs.

The ideal Client Success Manager is

• Experienced with mindset and performance coaching and is motivated to help clients see transformation.
• Your superpowers are leaning into student's mindset blocks, being a creator of solutions, and possessing the ability to be decisive.
• Inspires action-taking and helps clients reach milestones.
• Hits KPIs through a proactive and engaging relationship based approach.
• Project Management: Proficient in managing projects, timelines, and deliverables to ensure successful outcomes.
• Utilizes the power of words to create breakthroughs and build rapport, akin to a conversation with a friend.
• Known for inspiring clients to chase their dreams and thrive outside their comfort zones.

The Rainmaker Family is fast-paced, dynamic, and ever-changing. Our work hours may flex up after launch weeks and flex down certain times of year due to seasonality. There may be times we need to work odd hours or even on weekends. Our Client Success Managers are willing to help out more when needed while still prioritizing health and rest in the process.

RESPONSIBILITIES

Student Engagement and Experience

• Maintain 40 calendar slots available each week for 30-min student calls
• Book a 30-min call with each student assigned to you every 2 weeks
• Provide personal onboarding to new students
• Keep students engaged and milestone progress on track
• Support students in overcoming walls, provide encouragement, and answer their questions
• Update student progress (milestones), engagement, and provide a short summary of your call at the end of each student call
• Book calls with Mastermind students who are eligible for renewal or interested in coaching packages to offer advancement options
• Ensure a positive experience to encourage continued collaboration with The Rainmaker Family

Student Call Preparation

• Complete agenda items from previous calls
• Review notes and plan strategies for next steps
• Reach out to book calls and assess client needs
• Create a student roadmap during the initial onboarding call for clear next steps using the client tracker
• Monitor student progress weekly, adjusting tracker dates as necessary

Asynchronous Student Support

• Check in daily with clients, responding to messages within 24 hours during business hours
• Connect students with coaching specialists, resources, and course material
• Keep moving forward on their progress in between student calls

Community Engagement

• Participate in weekly Mindset Monday calls for the Mastermind community
• Co-host relatable topics for breakthrough for Mindset Monday
• Host weekly Welcome Calls for new students, guiding them through the Rainmaker Training Portal
• Welcome new students and engage on welcome posts in the Rainmaker community app / Slack

Daily Team Meetings

• Attend daily team meetings, be on time, and be fully present
• Bring Personal, Professional, and Student Wins to share
• Celebrate team members who exemplify the Rainmaker ethos
• Participate in student call reviews and training provided by team leader

End of Day Reports

• Submit an end of day (EOD) report to team leader by COB Monday-Friday
• Include on your EOD report:
  • New Students
  • Scheduled Calls
  • Calls Taken
  • Sales and Revenue
  • Wins / Support Requests

Weekly 1:1

• Attend weekly 1:1 with team leader, be on time, and be fully present
• Bring questions, issues, celebrations, and student call to review to the meeting
• Complete agenda items from the previous 1:1 before the next meeting
• Be open to feedback from team leader
• Bring any support requests to team leader

Sales Targets and Compliance

• Provide monthly projections to the Success Coach Manager
• Offer weekly updates on pacing for projections (included in Friday EOD report)
• Ensure all data reported is accurate and up to date
  • This includes sales, revenue, student progress, student updates, and KPIs

Team Communication

• Check Rainmaker Family & Rainmaker Mastermind Slack workspaces in the morning and before clocking out.
• Complete tasks in Monday.com daily and promptly
• Collaborate with the Success Coach Manager to address issues
• Check Rainmaker email daily and clear notifications and inboxes in Monday.com.

RESULTS

• 20% Closing Percentage on Coaching Extension Offers
• 10% Closing Percentage on Advancement Offers (KPI will be updated in 6 months)
• 10% Closing Percentage on Coaching Connection Offers (KPI will be updated in 6 months)
• 10% Closing Percentage on Mastermind Renewal Offers (KPI will be updated in 6 months)
• Maintain 80% Student Progress in Milestones
• Maintain 80% Student Engagement

REQUIREMENTS

• Learns quickly
• Tech Savvy
• Tactful
• Flexible
• Always learning
• Kind and gracious, even in stressful situations
• Enthusiastic, upbeat, and contagiously positive
• Efficient communicator
• Able to follow instructions thoroughly
• Adaptable as we continually improve the Rainmaker Mastermind experience
• Not easily offended or intimidated
• Solution-oriented
• Rainmaker Family Culture Fit (see below)

Tools You'll Be Using

• Slack
• Rainmaker App
• Facebook & Facebook Groups
• Google Sheets
• Google Forms
• Gmail
• Google Calendar
• Monday.com
• Zoom
• Calendly
• Clockify

Key Attributes

Key attribute #1: A+ Attitude

Client Success Managers uphold the reputation of Rainmakers. All communications with clients should reflect the Rainmaker heart: kind, transformative and solution-focused!

Key attribute #2: Results Driven

Ensures clients hit milestones successfully. Consistently hit KPIs.

Key attribute #3: Encourager

A successful Client Success Manager is someone who is a coach at heart. You are ready to implement the unique coaching techniques each student needs to experience breakthrough.

Key attribute #4: Transformation Driven

You love digging into mindset blocks and objections to help clients find their breakthrough, keep their momentum, improving both retention and advancement! This program is primarily focused on financial transformation but often we see transformation happen in other areas of life (health, wealth & relationships) as well.

AGREEMENT TERMS

• If for any reason you are unable to complete the duties outlined within your role or will be out for a certain period of time, let your Team Lead know as soon as possible to make proper arrangements.
• 90 Day Trial
• High Level of Accountability
  • Daily Check-Ins w/ Team during Business Week
  • End of Day Reports Monday - Friday
  • KPI Standards
    • Churn: < 3%
    • Extension Offers: > 20%
    • Other Offers: > 10%
    • Student Progress: > 80%
    • Student Engagement: > 80%

• Hours: 40 hrs/week
• Capacity: 40 - 70 clients
  • Based on the volume of incoming clients
• Base Pay: $32/hr (90 day trial as Full-Time Contractor)
  • Base Pay: $5,000/month for Senior CSM (employee position) after 90 day review
• Additional Benefit Potentials:
  • Rainmaker Time Freedom Benefits: We'll Cover Your Laundry or House Cleaning
  • 7% uncapped commissions on all revenue generated
  • On Track Earnings (OTE) at 20% (KPI) for Extension Offers
    • @ 20% = Additional $21k+/yr
    • @ 30% = Additional$31.5k+/yr
      • (these are based on an average number of new students per month)
      • You are eligible for additional commissions from other products and offers

Not Included in this role

When team members are focused on the responsibilities of the role and stay in their lane, all systems run smoothly. Here are some things Client Success Managers will not do:

• Offer coaching to Rainmaker students outside the Rainmaker ecosystem
• Communicate with clients outside Slack & FB Mastermind Group
• Offer coaching to Rainmaker students in other groups or chats outside Rainmakers