Customer Success Manager

**We're Looking For**: An experienced appointment setter and customer success manager, who will be **conducting** **daily phone calls from your home office to schedule meetings with prospects and our sales representatives, and to ensure the sales representatives have the necessary support to be successful.** *We are looking for someone who loves putting a smile on a client’s face regardless of the situation. You'll be perfect for the role if you are a diligent and very detail-oriented person who loves helping people over the phone, is ready to go the extra mile and becomes excited by helping our customers feel unique and appreciated. *These are the required skills that you MUST have for this position: - Ability to sense customer problems before they go too far and take proactive action to address them before damage is done. - Ability to solve problems/issues with speed and effectiveness. - Thrive in a fast-paced team environment and are not afraid to be transparent in daily communication. - A minimum of 2 years of customer service experience in a professional or business field, preferably related to appointment setting. - Excellent ENGLISH verbal, written and customer service skills. **Who Are We?** Advisor Internet Marketing (AIM) is a fast growing US-based financial marketing organization that helps independent financial advisors grow their practice with just an Internet connection and a cellphone. We work with US-based independent financial advisors who are small business owners looking for help to grow their businesses. AIM specializes in offering done-for-you digital marketing services to their group of advisors. **Why We’re Hiring**: We're growing fast and we need you to join our team **What Makes Us Different**: Our mission is to help people succeed in life. Which means we are committed to helping our team members (that’s you), our advisors, and consumers live life to the fullest. **Your Primary Role**: As our Appointment Setter and Client Success Manager, you'll be: - Be the main point of contact for warm prospects who are looking for answers regarding our services that have filled out our contact forms on our website. - Answer inbound calls from prospects (who are mostly retired or approaching retirement) with questions. - Conduct a high volume of outbound phone calls to potential clients (in real-time as they come in) to schedule appointments for sales reps. - Achieve the highest level of customer satisfaction through one-call resolution typically by scheduling the appointment. - Coordinate any necessary communication between our sales reps and prospects. - Reset appointments on behalf of our sales reps. - Maintain a daily log of calls and appointments made to new leads and prospects, including detailed call notes. - Support sales reps in their process. **Our New Appointment Setter and Customer Success Manager Will Get**: - A role that they can make their own, in a fast growing company with lots of opportunities to further their own career. - An amazing team culture, where staff is VALUED and their contributions and hard work are recognized - Industry leading perks - access to world-class training to help you grow both in your career, and in your "outside of work" life, and also personal days off. **Key Responsibilities** - Ability to sense customer problems before they go too far and take proactive action to address them before damage is done. - Ability to solve problems/issues with speed and effectiveness. - Thrive in a fast-paced team environment and are not afraid to be transparent in daily communication. **Job Requirements** We are looking for: - A minimum of 2 years of customer service experience in a professional or business field, preferably related to appointment setting. - Excellent ENGLISH verbal, written and customer service skills. - Someone who is open and coachable to feedback in an effort to continuously improve. **To Be Successful, You’ll Need To Have**: - Excellent verbal, written, and visual/presentation skills in English - A growth mindset - with a willingness to embrace new challenges - A strong work ethic, with a "can do", solutions focused attitude - **Attention to detail. This is VERY important in this role. To make sure you've got the right attention to detail for this role - please submit a cover letter with the title "Succeed In Life".** **Important Admin Things About This Role**: - A very good internet connection is a must. - This role is 100% remote (meaning you can work full time from home) BUT, you'll need to be in a time zone that's close to Arizona, US (Mountain Standard Time) - This is a 100% contractor role - and we're not looking for freelancers or agencies at this time and the expected start date is ASAP. Ready To Join Us? We'll then guide you through the next steps. Pay: $22,000.00 per month **Experience**: - call center: 1 year (required) **Language**: - English fluently (required)