Act as the primary day-to-day partner for a cohort of founders across our coaching programs
Set clear expectations, milestones, and early wins from day one
Help founders make sense of core business metrics (traffic, conversion rate, CPA, ROAS, revenue) and identify potential bottlenecks before looping in specialist coaches
Host or support orientation calls, check-ins, and small-group sessions to ensure students feel supported and not “lost in the crowd”
Monitor engagement and risk signals (no-shows, inactivity, refund indicators) and act early in partnership with the team
Keep HubSpot and Asana records clean, accurate, and up to date so student health is always visible
Help document student milestones, breakthroughs, and testimonials

2-4 years of experience in a client-facing role (Customer Service, account management, agency, coaching, EdTech or similar)
Strong organisational skills with high attention to detail
Confidence working with data and structured frameworks
Comfortable using tools like Google Sheets and Docs to track information and communicate clearly
Experience working with CRM tools (e.g. HubSpot or similar)
Familiarity with project management platforms (e.g. Asana, ClickUp, Trello)
Exposure to eCommerce or digital marketing environments
Familiarity with Meta Ads or performance advertising platforms will be highly advantageous

Client Success Specialist

Key skills