Client Relationship Manager
CurrentClient Relationship Manager (CRM) at Client Attraction University (CAU):Served as the primary liaison between clients and the business, ensuring a seamless communication channel.Provided a high-touch coaching and training experience for clients in high-ticket programs.Became an expert in CAU's strategies, attending all weekly live coaching calls, tracking client progress, and offering strategic feedback.Initiated contact with clients within 24 hours of their onboarding, guiding them through online systems.Offered accessibility via text message with a commitment to a 24-hour response time; scheduled phone calls for urgent issues.Ensured clients adhered to program timelines and addressed questions through detailed screen-shared Loom videos for enhanced visual communication.Team Collaboration:Attended daily meetings with the admin team and coaches to align on client progress and ensure consistent communication.Maintained ongoing communication throughout the day to provide clients with timely and accurate information.Leadership Role:Assumed a leadership role when the team expanded, participating in the onboarding of two new CRMs.Demonstrated effective communication and training skills during the onboarding process.Revised Standard Operating Procedures (SOPs) to enhance efficiency and clarity.Technical Proficiency:Proficient in using Monday, JustCall, Loom, and Zoom for streamlined operations and communication.