Company: People's Equity Group

Position: Client Relations Specialist / Customer Success Manager

Work Set up: Remote with occasional in-person collaborations

Pay: up to $90,000/year

Employment: 1099

Job Description:
- Problem the specific role solves in the company
  - Handoff from sales to delivery
  - Be the point person for due diligence with the prospect as they are looking at coming into the project
  - Maintain SEC compliance with investors in the receiving of funds
  - Create relationships with investors and respond to any questions they have in a timely manner
- Day-to-day performance (feature, and benefit)
  - Manding the client Slack channels for any pending questions and responses at the beginning of the day, end of the day, and within 2 hours during the day to give clients direct communication so they feel comfortable and confident in their investment with us.
  - Follow up with 5k deposit clients that haven't been onboarded into Slack to ensure they have a direct line of communication with the team, don't fall through the cracks or book in sales calls with 20 other companies that don't have the track record of results that we have
  - Follow up with anyone that had an onboarding call scheduled and had to reschedule to make sure they feel comfortable and confident in their decision to move forward with their investment with us
  - High level of communication and confirmation of receiving money from clients so they know their investment was received and feel confident in the next steps of what to expect from us and what we expect from them moving forward.
  - Once funds are received, take proactive, deliberate, and specific actions in the honeymoon phase with clients to make sure they hear from us, are comfortable with us, and have a chance to ask questions and give feedback so small questions are addressed early before they become big problems.
  - Overseeing the honeymoon sequence with touch point sequence
  - Set up testimonial/referral call on day 75 (after two royalty checks) to create more trust-building content to use in marketing and create more referrals to bring in new clients.
  - Capture testimonials/referrals from happy clients

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