Work Arrangement: Remote, Latin America, Independent Contractor

Schedule: Versátil (20 hrs/week, primarily weekdays)

Rate: 15-18/hr, depending on experience

Language: English C1+ (Native speaking)

Travel: Ability to travel to the US is preferred, but not required

About the Role
A high-end financial coaching business serving physicians is seeking a mature, emotionally intelligent Client Experience & Growth Manager.This role combines high-touch client care with relationship-based sales. You will make clients feel seen, understood, and personally supported by learning their goals, remembering important details, recognizing milestones, and creating thoughtful touchpoints throughout their experience.You will also identify when clients are ready for additional support and guide them toward the right program, product, or service. Success will be measured partly by upgrades and sales results.This is not a hard-sales role. You will act as a trusted guide, helping clients choose the right next step without pressure or aggressive sales tactics.

Responsibilities

- Manage onboarding and ongoing client relationships
- Learn each client’s goals, progress, needs, and preferences
- Maintain detailed client notes and follow-up reminders
- Create thoughtful, personalized client touchpoints
- Monitor engagement and address concerns early
- Ensure clients receive attentive and consistent support
- Identify renewal, upgrade, and cross-sell opportunities
- Guide clients toward the most appropriate next offer




- Conduct relationship-based upsell conversations
- Meet agreed sales, renewal, retention, and referral goals
- Reconnect with inactive or former clients
- Gather feedback and recommend client experience improvements

Qualifications

- 3-5 years in client success, account management, customer experience, or relationship-based sales
- English proficiency at C1 level or higher
- Experience with renewals, upselling, retention, reactivation, or account growth
- High emotional intelligence, maturity, and discretion
- Strong relationship-building and communication skills
- Able to balance genuine client care with sales goals
- Comfortable recommending premium services and guiding decisions
- Excellent organization, attention to detail, and follow-through
- Proactive and able to anticipate client needs
- Able to work independently and bring ideas to the team
- Experience with coaching, premium services, financial services, or physician clients preferred

Requirements (Equipment & Setup)

- Laptop or desktop computer with at least an Intel i5 processor or equivalent.
- Minimum 8GB RAM.
- Reliable high-speed internet connection of at least 10 Mbps.
- Backup internet connection.
- Noise-canceling headset with a clear microphone.
- Quiet, professional work environment.
- Reliable power supply or backup power solution.

Job Type: Part-time

Pay: $200.00 - $260.00 per hour

Expected hours: 20.0 per week

Work Location: Remote

📌 Client Experience & Growth Manager (México)
🏢 OutsourceYourTasks
📍 México