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Robert Ventures

Client Success Manager

Buenos Aires , Argentina
Remote

AI overview

Drive investor engagement through proactive communications, efficient CRM management, and strategic online presence while enhancing customer experience and lead nurturing efforts.

About the Role
We are seeking a proactive, detail-oriented Client Success Manager to oversee investor communications, manage daily operational workflows, support lead nurturing, maintain a strong digital presence, and ensure our CRM and reporting processes run smoothly. This role is essential in supporting investor relations, enhancing customer experience, and ensuring the efficiency of our sales and onboarding pipelines.The ideal candidate is highly organized, resourceful, comfortable with technology, and able to manage multiple touchpoints across platforms and communication channels. This role replaces a current team member and requires someone ready to step into an established workflow and continuously improve it.

Key Responsibilities
Daily Communication

  • Manage Meta Business Suite DMs/comments (respond, resolve, delete harmful comments).
  • Respond to all GoHighLevel (GHL) inbox messages (email/SMS/calls).
  • Monitor multiple inboxes for investor/support inquiries and update records accordingly.

Lead Nurturing & Calling

  • Daily WAVV call outreach to Smart Lists (Hot leads, Booked Calls, No-Shows, Webinar leads).
  • Follow up with SMS and maintain accurate notes in CRM.

CRM Management

  • Mark appointment results (show/no-show/canceled).
  • Spot-check Opportunity Pipeline vs. Transactions; ensure data accuracy.
  • Identify email typos, automation issues, and fix/flag errors.
  • Monthly: verify new investors complete ACH connections, including wire senders.

Marketing & Online Presence

  • Monthly review of online presence and competitor positioning.
  • Assist with UTM performance tracking.
  • Create and schedule monthly social media posts (FB/IG/LinkedIn) with a 30-day buffer.
  • Facilitate and sometimes lead webinar sessions with customers.

Weekly & Monthly Reporting

  • Weekly: call summaries, pipeline accuracy, capital raise status, Meta comment tracking, AI conversation insights.
  • Monthly: total raised (Pipeline vs. Portal), capital insights, KYC expenses, accreditation/age reports, maturity/notice dates, ACHQ expenses.

Requirements

Qualifications

  • Fluent in English speaking language
  • 2–4+ years in Client Success, Investor Relations, CRM management, or similar role.
  • Experience with GoHighLevel (required or strong willingness to learn quickly).
  • Strong phone communication and client-facing skills.
  • Highly organized with exceptional follow-through.
  • Comfortable with multitasking and managing multiple systems.
  • Social media content and basic design familiarity is a plus.
  • Strong analytical and reporting abilities.
  • Ability to work US hours.
  • Investor Relations experience is a plus

Success Traits

  • Proactive problem solver
  • High attention to detail
  • Clear communicator
  • Tech-savvy and fast learner
  • Works well independently and with leadership
  • Consistent, dependable, and accountable
Robert Ventures

Join our groundbreaking team at the cutting edge of alternative asset investment. We're a forward-thinking company focusing strongly on real estate and Web3 investments. We pride ourselves on the expertise and dedication of our team members, who consistently deliver exceptional results for our investors.We're seeking top talent to join our ranks and contribute to our ongoing growth and success. By joining our team, you'll have the unique opportunity to work alongside some of the industry's most seasoned and highly regarded professionals, all within a dynamic, innovative, and fast-paced environment.Leap into an exciting and fulfilling career in alternative asset investments by applying to join our team today! As a tight-knit and agile group, we value personal connections and flexible working arrangements, allowing remote communication and daily collaboration.Under the guidance of our CEO, a seasoned investor with over 20 years of experience in real estate, startups, and digital assets, we expect our team members to bring passion and dedication to their work, adapt to tight deadlines, and excel in a fast-paced setting. Don't miss your chance to be part of our exceptional team and make a real impact in the alternative investment space.

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