Momentum Client Success Specialist
Wealth Creators Live
📍 Remote💰 NAOperationsFull-TimeCompany
About the role
We are looking for a Momentum Client Success Specialist to help build and manage the end-to-end client success function for Momentum, a financial literacy foundation program.
This role is ideal for someone who is highly organized, proactive, detail-oriented, and comfortable managing multiple members, trackers, follow-ups, and engagement risks.
Key Responsibilities: Track mentee progress, attendance, engagement, blockers, and next steps. Monitor at-risk or disengaged members and document follow-ups. Coordinate with coaches and internal teams on mentee progress. Maintain trackers, reports, documentation, and weekly updates. Flag retention risks, payment-status concerns, and operational blockers. Help build scalable processes, reporting rhythms, and escalation paths.
Qualifications: 3+ years of experience in client success, program operations, community management, coaching operations, or customer engagement. Strong experience with trackers, reporting, follow-ups, and escalation management. Proficient with Google Sheets, Google Workspace, Slack, CRM/client tracking tools, and task management systems. Experience in financial education, coaching, online learning, or membership programs is a plus.