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.
Base pay range
$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 at scale. You’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
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
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