Client Relations Representative

  • Part-Time
  • Remote
  • Ends on January 8, 2026

Overview

IS THIS YOU?
Are you so magnetic you bring warmth & sunshine to any group & business you are involved in?
Do you care deeply & feel it is your calling in life to warm up others through service?
Are you one of those rare individuals that everyone wants to be around & makes everyone feel loved & safe? Do you get a thrill out of taking a frustrated customer and turning them into a raving fan? Are you a natural diplomat & matchmaker between challenges & solutions? Do you love a rapidly changing environment & dealing with new issues daily?

Are you highly organized and detail oriented? Do you enjoy being on top of things and keeping things moving forward? Does it bother you if things aren’t organized & accurate? Are you naturally aggressive at making sure things are accomplished quickly? Is listening & extracting information from others one of your innate talents?

If so, then you might be our dream client success assistant!

ROLE:
Your role is to assist in retention & progression of all clients by building one-on-one relationship. You will proactively reach out to check in with our clients, providing guidance & support and helping them to resolve any questions & concerns. As a primary point of contact for clients, you will both initiate and respond to emails and phone calls, while also working closely with the fulfillment team to monitor development timelines. Clearly communicate expectations and clients’ next right thing, holding clients accountable & helping them stay focused. You will ensure our billing system & CRM is up to date, and timely process cancellations to remove clients’ access once they cancel. Ensure clients are moving forward & being communicated with proactively

RESPONSIBILITIES:
– Create OS & ATS accounts for clients & enter their data into the system
– Respond to emails, calls, texts, and Telegram messages from clients (goal is within 24 hours)
– Direct clients & send them appropriate links, trainings, documents, resources etc that they need or request
– Ensure clients attend Q&A calls on Wednesday or Friday to get answers to questions or clarity on next steps
– Ensure clients are engaged in the program & moving forward
– Call clients with overdue invoices to remind them they have a past due balance & collect payment
– Walk clients through the correct development timeline & give them appropriate resources & checklists to ensure our team collects all information needed for their website or logo project
– Complete calls with clients to explain & provide clarity on certain stages of our program to give them resources, set expectations, and explain the process
– Proactively contact any client who has an active branding, logo or website project throughout the process
– Track customer interactions with detailed notes & input in our CRM
– Attend the group coaching calls weekly to take notes & post to the Mastermind Announcements Telegram channel
– Monitor DG Academy progress for clients and ensure they have access to the appropriate training videos
– Collaborate with CEO & executive team & share relevant feedback & client updates
– Identify potential red flags & escalate problems to our executive team
– Set up exit interviews with clients & the Client Success Manager to try to retain clients and gather feedback from clients that leave the program
– Process client cancellations & remove them from all of our systems & resources

RESULTS (Expected Accomplishments):
– Clients are engaged, excited & working on their goals. Clients are being held accountable & taking action
– Fulfillment team is aware of clients’ status & what they are working on
– Clients feel supported & valued
– Consistent improvement in client retention rates
– At risk clients are 10% or less
– Churn rate is 3% or less
– Clients with overdue invoices are proactively reached out to & are either paid up or removed from the program
– We escalate & ascend as many clients as possible & clients are sending us referrals
– Social media manager is aware of client wins for testimonials
– Our team is aware of any potential issues with clients

Tagged as: customer service

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Qualifications

IS THIS YOU? Are you so magnetic you bring warmth & sunshine to any group & business you are involved in? Do you care deeply & feel it is your calling in life to warm up others through service? Are you one of those rare individuals that everyone wants to be around & makes everyone feel loved & safe? Do you get a thrill out of taking a frustrated customer and turning them into a raving fan? Are you a natural diplomat & matchmaker between challenges & solutions? Do you love a rapidly changing environment & dealing with new issues daily?Are you highly organized and detail oriented? Do you enjoy being on top of things and keeping things moving forward? Does it bother you if things aren’t organized & accurate? Are you naturally aggressive at making sure things are accomplished quickly? Is listening & extracting information from others one of your innate talents?If so, then you might be our dream client success assistant!ROLE: Your role is to assist in retention & progression of all clients by building one-on-one relationship. You will proactively reach out to check in with our clients, providing guidance & support and helping them to resolve any questions & concerns. As a primary point of contact for clients, you will both initiate and respond to emails and phone calls, while also working closely with the fulfillment team to monitor development timelines. Clearly communicate expectations and clients’ next right thing, holding clients accountable & helping them stay focused. You will ensure our billing system & CRM is up to date, and timely process cancellations to remove clients’ access once they cancel. Ensure clients are moving forward & being communicated with proactivelyRESPONSIBILITIES: - Create DoorGrow OS & ATS accounts for clients & enter their data into the system - Respond to emails, calls, texts, and Telegram messages from clients (goal is within 24 hours) - Direct clients & send them appropriate links, trainings, documents, resources etc that they need or request - Ensure clients attend Q&A calls on Wednesday or Friday to get answers to questions or clarity on next steps - Ensure clients are engaged in the program & moving forward - Call clients with overdue invoices to remind them they have a past due balance & collect payment - Walk clients through the correct development timeline & give them appropriate resources & checklists to ensure our team collects all information needed for their website or logo project - Complete calls with clients to explain & provide clarity on certain stages of our program to give them resources, set expectations, and explain the process - Proactively contact any client who has an active branding, logo or website project throughout the process - Track customer interactions with detailed notes & input in our CRM - Attend the group coaching calls weekly to take notes & post to the Mastermind Announcements Telegram channel - Monitor DG Academy progress for clients and ensure they have access to the appropriate training videos - Collaborate with CEO & executive team & share relevant feedback & client updates - Identify potential red flags & escalate problems to our executive team - Set up exit interviews with clients & the Client Success Manager to try to retain clients and gather feedback from clients that leave the program - Process client cancellations & remove them from all of our systems & resourcesRESULTS (Expected Accomplishments): - Clients are engaged, excited & working on their goals. Clients are being held accountable & taking action - Fulfillment team is aware of clients’ status & what they are working on - Clients feel supported & valued - Consistent improvement in client retention rates - At risk clients are 10% or less - Churn rate is 3% or less - Clients with overdue invoices are proactively reached out to & are either paid up or removed from the program - We escalate & ascend as many clients as possible & clients are sending us referrals - Social media manager is aware of client wins for testimonials - Our team is aware of any potential issues with clientsREQUIREMENTS: - A computer with a webcam - Excellent Internet - Great phone & people skills; diplomatic and adept at conflict resolution - Must love talking on the phone and connecting with people all day - Able to figure out cloud-based tools quickly

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