Client Success Executive (Mandarin Speaking)

VERTEX MASTERY IS HIRING A CLIENT SUCCESS EXECUTIVE

Do you find joy in helping others succeed and thrive on creating impactful relationships? If you’re passionate about organization, strategy, and delivering exceptional client experiences, this is your moment to shine.

At Vertex Mastery, we believe in empowering businesses and individuals to achieve greatness. As a Client Success Executive, you’ll be at the heart of this mission—ensuring our clients receive unparalleled support and guidance every step of the way.

About the Role

• Client Consultations: You’ll assist coaches in preparing for and conducting personalized consultation sessions, ensuring a clear understanding of client challenges and actionable outcomes.
• Scheduling Pro: You’ll handle all scheduling logistics, including follow-ups and reminders, to ensure seamless coordination between clients and coaches.
• Client Onboarding: You’ll guide new clients through the onboarding process, setting clear expectations and ensuring they feel supported from day one.
• Client Check-Ins: You’ll maintain consistent touchpoints with clients to monitor progress, address concerns, and celebrate milestones.
• Data Collection & Analysis: You’ll collect client feedback and results, analyze performance metrics, and prepare reports to identify patterns and opportunities for improvement.
• Tailored Advice: You’ll work closely with coaches to develop personalized strategies and provide targeted advice that aligns with client goals.
• Upselling & Cross-Selling Opportunities: You’ll identify client needs for additional services or courses and recommend solutions to help them maximize their outcomes.
• Seamless Coordination: You’ll act as the communication hub, liaising between clients, coaches, and other departments to ensure all client touchpoints are aligned.
• Resource Sharing: You’ll curate and share relevant tools, templates, and resources that support client success.
• Crisis Management: You’ll proactively address any client concerns or setbacks, offering immediate solutions to maintain satisfaction and trust.
• Continuous Improvement: You’ll provide feedback to internal teams on service delivery and client needs, contributing to the refinement of our coaching programs and offerings.
• Event Support: You’ll assist in planning and executing events, ensuring that clients receive exceptional experiences both in-person and virtually.
• Program Optimization: You’ll work with the team to evaluate and improve coaching programs, ensuring they deliver tangible value to clients.
• Relationship Building: You’ll nurture long-term relationships with clients, becoming their trusted advisor and advocate within the company.

About You

• Experience-Driven: You have 1-2 years of hands-on experience in client management, customer service, or a related field—experience in the coaching, consulting, or events industry is a bonus.
• People-Centered: You genuinely love helping people and derive satisfaction from contributing to their growth and success.
• Organizational Ace: You excel at managing schedules, priorities, and multiple projects simultaneously without missing a beat.
• Customer Intelligent: You have a natural talent for understanding and anticipating client needs, delivering exceptional service that exceeds expectations.
• Effective Communicator: You can clearly and confidently convey ideas, instructions, and updates in a way that resonates with clients and teammates alike.
• Time Management Guru: You’re skilled at prioritizing tasks, meeting deadlines, and staying organized under pressure.
• Analytical and Detail-Oriented: : You enjoy diving into data to identify patterns, measure results, and propose actionable improvements.
• Critical Problem-Solver: You approach challenges with a structured mindset, identifying root causes and providing creative solutions.
• Business Mindset: You understand the importance of aligning client satisfaction with business objectives, always keeping the big picture in mind.
• Adaptable and Resilient: You thrive in a fast-paced environment, learning quickly and adjusting to change with ease.
• Team Collaborator: You’re a team player who values collaboration and knows how to work effectively across departments.
• Emotionally Intelligent: You remain empathetic, patient, and composed, even in high-pressure situations.
• Results-Driven: You’re focused on achieving measurable outcomes for both clients and the business, constantly striving to exceed expectations.
• Bilingual Proficiency: You’re fluent in Mandarin and English, with strong written and verbal communication skills to effectively engage with diverse clients.