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Associate CRM Client Success Coach

Aesthetic Record -
Irving, TX

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Job Details

Full-time
$55,000 - $60,000 a year
8 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Life insurance

Qualifications

Google Workspace
Customer relationship building
Interpersonal skills
Video conferencing software
Attention to detail
Organizational skills
Presentation preparation
Productivity software
Video conferences (communication methods)
Account management experience
Technical Proficiency
Video conferencing systems operation

Full Job Description

Position Overview

The Associate Client Success Coach is an entry-level position responsible for providing foundational training and support to new clients during their onboarding journey with Aesthetic Record and LeadAR. This role focuses on guiding clients through essential system features, supporting more experienced team members, and ensuring clients utilize available onboarding resources to establish a strong foundation for success.

Your Impact & Contribution

As an Associate Client Success Coach, you will be instrumental in helping new clients navigate their early experience with LeadAR. You'll create positive first impressions through personalized support and guided training, ensuring clients feel confident in their ability to utilize our platform effectively. Your work directly impacts client satisfaction, adoption rates, and long-term retention as you help transform new users into knowledgeable, engaged clients.

In our performance-driven culture, you'll collaborate with other team members to create a cohesive onboarding experience while developing your expertise in training methodology and client success principles. Your ability to communicate clearly, demonstrate features effectively, and respond to client questions with patience and accuracy will set the foundation for successful client relationships.

Your Professional Learning Journey

This position offers an exceptional opportunity to begin your career at the intersection of technology and aesthetics – two of the fastest-growing industries in the US. You'll gain valuable experience in SaaS client education while developing specialized knowledge of the aesthetic medicine industry. You'll learn effective training techniques, develop technical expertise in our platform, and build skills in client relationship management.

Working closely with experienced team members, you'll observe different training approaches and client scenarios that will accelerate your professional development. As you grow in this role, you'll develop greater autonomy in client interactions, expand your technical knowledge, and begin contributing to training resource improvements. This position provides an excellent foundation for advancement within Client Success and the broader organization.

What Success Looks Like

New clients feel supported, confident, and informed during their early onboarding experience
Training sessions are well-prepared, clearly delivered, and aligned with established scripts and best practices
Clients consistently engage with onboarding resources and understand how to access additional support
Accurate and timely documentation of client interactions and training progress is maintained in all systems
Feedback from clients and teammates reflects professionalism, patience, and strong communication skills
You demonstrate measurable growth in product knowledge, training confidence, and independence over time
Teammates can rely on you as a dependable support partner during meetings and workshops
You effectively manage your daily schedule while meeting quality expectations and participation metrics
You actively apply feedback to improve performance and contribute positively to team culture

Key Responsibilities

Support scheduled Training Q&A meetings with onboarding clients, initially by shadowing experienced coaches and gradually taking on more independent responsibilities.
Perform outreach using established protocols and templates to engage onboarding clients.
Identify onboarding risks and proactively engage clients to improve adoption, satisfaction, and long-term retention.
Assist teammates by joining meetings to observe, take notes, or provide basic training perspective.
Collaborate with internal departments to coordinate resolutions for onboarding, compliance, billing, technical support, and account-related issues.
Host Virtual Workshops using defined scripts, ensuring key system features are covered and follow-ups are sent using standard templates.
Ensure clients understand and access onboarding resources by following standard processes.
Provide basic guidance regarding account plans, billing questions, wallet funding, subscription options, and escalation procedures when appropriate.
Accurately track onboarding call completion and documentation of meetings.
Conduct basic check-ins with customized emails and texts, promoting relevant resources within the first 90 days.
Follow up with clients post 90 days to check on their progress, sharing appropriate training plans, account management plans, and free resource options.
Assist clients with communication compliance requirements, including A2P registration guidance, phone system configuration, SMS setup, and related onboarding requirements.
Encourage client engagement with 1-1 onboarding meetings and other training options.
Maintain organized documentation of client interactions and training progress.
Manage a schedule of up to 4-5 client training sessions (45 minutes each) per day while completing associated preparation and follow-up tasks.
Attend and participate in internal team meetings including but not limited to full team meetings, branch meetings, town hall, playground testing, and internal training.
Any additional responsibilities deemed necessary by management to contribute to the continued success of the company and its departments.

Required Qualifications

Bachelor's degree or equivalent experience
Excellent verbal and written communication skills
Strong aptitude for learning technical platforms and explaining them to others
Basic understanding of training concepts or educational principles
Customer service orientation with patience and empathy
Ability to follow structured processes while providing a personalized experience
Proficiency with video conferencing platforms and presentation tools
Strong organizational skills and attention to detail
Adaptability and willingness to learn from feedback
Professional presence and ability to build rapport virtually
Responds well to both positive and constructive feedback, making timely and appropriate adjustments as needed.

Preferred Qualifications

Experience in customer education, training, or technical support roles
Experience with teaching or training adult learners
Knowledge of or interest in aesthetic medicine or healthcare technology
Background in client-facing roles
Experience with CRM systems or learning management platforms
Understanding of adult learning principles

Technical Skills

Comfort with learning and navigating new software applications
Ability to effectively use video conferencing tools for professional presentations
Basic troubleshooting skills to help clients with common technical issues
Proficiency with email communication platforms and text follow-up systems
Experience with Google Workspace

Pay: $55,000.00 - $60,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Health insurance
Life insurance
Paid time off
Vision insurance

Application Question(s):

Have you reviewed the education requirements, job responsibilities, and salary range?
This role requires 4 days in our office in Irving, Texas. Do you have any concerns with this?

Ability to Commute:

Irving, TX 75062 (Preferred)

Work Location: Hybrid remote in Irving, TX 75062

Quick Apply

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