**Client Success Lead - Remote** Flourish Legal Well-Being is a fast-growing company transforming how law firms take care of their people. We need a Client Success Lead who’s as committed to excellence as we are. This is a remote/work-from-home position. You’ll need to have your own computer, phone, and reliable high-speed internet. **What We Offer**: - **Competitive pay**: Starting at $1,250 USD per month for about 40 hours of work per week (independent contractor role). - **Remote flexibility**: work from home - we’re a fully remote team. - **Friendly colleagues**: we treat each other well and enjoy working together. - **Growth opportunities**: This role has the potential to grow into a leadership position as our company expands. **About Us**: Flourish Legal Well-Being provides well-being workshops and coaching for law firms and legal teams. We've worked with the world's top law firms, Fortune 100 companies, Harvard, Stanford, and Yale. **The Role**: You will be the face of our company to clients. If a client has a question, needs help, or is upset about something, you’ll handle it with warmth, grace, and skill. You’ll also manage and coordinate our expert instructors, who deliver our services to the client. Finally, you’ll carry out occasional operational tasks and projects for the CEO. You’ll interact with clients and colleagues mostly in writing but occasionally via Zoom or phone. **Who We're Looking For**: If you’re the right fit, - Our clients will reach out, unprompted, to tell us what a joy it is to work with you. - Our CEO will feel relief at how much work you’ve taken off his plate and how little oversight you need. In more detail: People Skills You are a “people person.” You bring warmth, friendliness, and empathy to every interaction - it’s just your nature. You delight in giving our clients a VIP-level experience, helping them feel valued, thought about, and cared for. You understand the nuances of interpersonal interactions and can tailor your responses with skill and subtlety. You speak outstanding, fluent English. An accent is no problem, as long as our clients and team members can understand you effortlessly. Operational Skills You are detail-oriented, reading instructions carefully and following established processes to the letter. You are organized, able to manage multiple tasks and projects without missing deadlines or dropping balls. You think on your feet, love to learn, and enjoy a challenge. **Detailed Role Responsibilities**: - **Client Onboarding and Coordination**: - Work with clients to schedule Flourish workshops and coaching sessions. - Guide clients through the onboarding and program preparation process, leveraging our Standard Operating Procedures and templates. - Own and maintain the “engagements database” in our Notion workspace, keeping records accurate, up-to-date, and structured for future use. - **Relationship Management**: - Act as the primary point of contact for all client inquiries. - Proactively check in with clients to anticipate needs and enhance their experience. - Foster strong relationships with clients, ensuring high satisfaction and retention. - **Team Coordination & Scheduling**: - Coordinate with Flourish’s expert instructors to organize and schedule meetings, workshops, and other engagements. - **Occasional Travel & Growth Opportunities (Optional)**: - Represent our company at select conferences, alongside the CEO. **Software To Be Used**: - Gmail - Google Calendar - Google Docs - Google Sheets - Microsoft Word, Excel, PowerPoint - Slack (for chat-based communication) - Dropbox (for file storage) - Bitwarden (for password storage) - Calendly (for call scheduling) - Notion (for project/task/knowledge management) **Our Values**: - **Hospitality**: Inspired by five-star hotels, we aim to delight our clients with thoughtful, unexpected touches. - **Ownership**: We admit mistakes and embrace feedback, seeing both as opportunities to grow. - **Honesty**: We tell the truth and keep our word. - **Kindness**: We treat everyone with caring, consideration, and respect. - **Quality-focused**: You take pride in doing excellent work on even the smallest tasks. - **Self-directed**: You can think on your feet, find solutions, complete tasks without hand holding, and — with time — anticipate needs. - **Detail-oriented**: When you are given instructions, you follow them carefully. You can keep track of multiple tasks and responsibilities, and you don't let things slip through the cracks. - **Articulate**: You write and speak in outstanding, fluent English. - **Accountable**: When you make a mistake — which everyone does — you don't hide it or make excuses. You acknowledge the mistake, propose a fix, and treat it as a learning experience. - **Tech-savvy**: You’re comfortable in the digital environment, able to use all the required software tools (see above), and able to learn new, user-friendly software services. - **AI-savvy**: If you don't alrea