READ THIS BEFORE YOU APPLY

If you're looking for a plug-and-play job where you just clock in, follow SOPs, and clock out…this is not for you.

But if you’re a high-caliber Client Success operator, with a rare mix of heart, head, and hustle — someone who:

Thinks like an owner and moves before they’re asked
Designs experiences, solves creatively, and leads conversations
Notices the tone shift in a client’s voice before they ever ask for help
Identifies a dip in retention and comes to leadership with 3 solutions tested

Then this isn’t just a job for you…it’s your next arena.

WHO WE ARE

CataLeads Systems helps top-producing real estate agents book double-qualified seller appointments at scale. We’re a high-speed, high-standard, client-obsessed company. We don’t do average — we build systems, teams, and experiences that win.

ROLE MISSION

Own the entire client lifecycle experience post-sale — from onboarding to renewal — ensuring each client:

Feels deeply seen, heard, and cared for
Gets real results (with us as their guide)
Renews, refers, and raves about CataLeads

You’re expected to drive the entire Client Success function forward — bringing strategy, initiative, and creative ideas to the table. You won’t just be executing SOPs — you’ll be building the future of how we serve our clients.

North Star KPI: 90%+ monthly client retention, with 20% of clients upsold into higher tiers.

OTE: Base + Commission based on retention + upsells. $4K-7K+ Per Month OTE

WHAT YOU'LL OWN

1. Client Experience & Retention (Primary Focus)

Onboard new ‘Agent Catalyst’ clients with warmth, clarity, and strong leadership
Proactively nurture client relationships via check-ins, voice notes, calls, texts, Looms
Remember key client pain points + milestones and follow up like a trusted advisor
Prevent churn with early warning systems and direct, human touch
Drive strategic retention campaigns to hit 90%+ renewal rates
Serve as both the Experience Designer and Community Champion — cultivating emotional loyalty and helping foster connection between clients and our brand, our programs, and each other

2. Upsell, Referrals, & Advocacy

Identify upsell & referral opportunities and close them with tact + confidence
Strategically guide 20% of clients into next-level packages
Secure testimonials, case studies, and community contributions
Make our clients feel like part of something elite — because they are

3. Internal Liaison & Ops

Be the bridge between Client Success and Fulfillment (daily communication)
Flag at-risk clients, prioritize support, and ensure campaign timelines are honored
Keep CRM (GoHighLevel) data accurate and current — stages, notes, tasks, tickets
Complete asset reviews for client materials with speed and precision

4. Creative Leadership within Client Success

This is not a checklist role. We want your initiatives and systems thinking within the Client Success realm
You’re expected to lead conversations on how we improve retention, experience, advocacy, and LTV
See a gap? Draft a plan, test it, bring data and recommendations to leadership
Implement your own innovations: follow-up systems, client journey touch-points, community engagement methods, etc.

WHO YOU NEED TO BE

You’ve already...

Managed 20–40+ clients simultaneously in a high-stakes client-facing environment
Taken ownership of client success KPIs — and beat them
Balanced empathy with edge — leading clients with care and clarity
Thought like a builder, not an executor

MUST HAVE'S:

2+ years in Customer Success, Account Management, or Coaching
Clear, charismatic communicator — written, verbal, and on Zoom
Detail-obsessed (we don’t miss. ever.)
Proven results in retention, renewals, or client transformation
Ownership mentality — you never say “not my job”

BONUS SKILLS:

Digital marketing knowledge: funnels, ads, CRMs
Tech stack: GoHighLevel, Slack, Zoom, Stripe, PandaDoc, Zapier
Experience in B2B, real estate, or coaching businesses
Coaching or consulting experience (formal or informal)

KEY METRICS YOU OWN:

90%+ Client Retention
20% of Clients Upsold

COMPENSATION & BENEFITS:

$4,000 - $7,000+ per month on-target earnings (Base + performance-based incentives)
Full-time, remote role (must be U.S. or Canada based)
Opportunity for advancement in a fast-growing company
Collaborative, high-performance team culture
Supportive leadership that values autonomy, ownership, and innovation

HOW TO APPLY:

To be considered for this role, you must complete the full application:

Complete the application in its entirety
Record a short 2-minute video introducing yourself and explaining why you’re a strong fit (Loom or unlisted YouTube link)

>> APPLY HERE NOW: https://form.jotform.com/232536604262149

Let’s build something legendary.

>> Applications without a video submission will be considered incomplete and will NOT be considered. <<

Job Type: Full-time

Pay: $3,000.00 - $7,000.00 per month

Benefits:

Flexible schedule
Work from home

Work Location: Remote

CataLeads Systems

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