We are hiring · Client Success
Client Success Manager
Help Financial Advisors Build 7-8 Figure Practices While Earning $15K-$37K+/Month Remotely (USD)
Watch this before you apply — it will tell you if you're the right fit.
Own a book of elite advisors and make sure they win, month after month.
Vision, mission & core values
Read these before you apply. If they don't sound like you, this won't work — for either of us. If they do, Fondako can be the vehicle you use to build your own freedom.
- The problem we're solving
- The most efficient financial strategies are complex and out of reach.
- Our vision
- To maximize freedom, impact and abundance for those who build value.
- Our mission
- To deliver the most efficient financial strategies at scale, through industry-leading systems and partnerships.
All in
Unshakable commitment to the mission, the team, and the long-term vision.
High say-do ratio
Trust is built on actions, not talk. We follow through on commitments and build momentum by consistently delivering results.
Radical transparency
We face facts, speak directly, and solve real problems. No blame, no fluff — only solutions and clarity that move us forward. Say it clearly and concisely. Be brutally honest, transparent and vulnerable: even when it hurts, it helps.
Raise the standard
Great isn't good enough. Be so competent and efficient that everyone around you rises to the occasion. Solve the right problems fast, own your outcomes, respect other people's time, and make success inevitable by raising the bar in every room you're in.
01
THE OPPORTUNITY
How often do you get to make a real difference in someone's life AND earn $15K-$37K+/month doing it?
At Fondako Media, we help top-tier financial professionals serve multi-seven- and eight-figure business owners with the most efficient financial strategies, reducing their tax burdens and helping them preserve their wealth while creating long-term freedom for thousands of families.
And we're just getting started.
We're on a mission to democratize access to the most efficient financial strategies—by building the systems, tools, and partnerships that allow advisors to grow at scale.
This isn't just about providing marketing services.
It's about giving the right advisors the infrastructure to win—so they can multiply their reach, results, and ripple effect.
We have world-class standards and intensity while promoting a healthy lifestyle. You'll be working in an extremely empowering environment.
We've helped over 2,000+ financial professionals across North America in the last 5 years, and you'll get to be on the leading edge of these transformations.
Our Track Record:
- Generates over 1,000 qualified business owner appointments every month
- Maintained 65-75% show rates (1.5x industry average)
- Growing 24% quarter-over-quarter for the last 3 years
- On track: $7M (2025) → $12M (2026) → $20M (2027) → $100M valuation by 2030
- Sound Like You? Apply Now →
02
YOUR #1 JOB: HELP CLIENTS CLOSE
Let's be clear about what this role actually is:
You're not a support rep answering tickets. You're not a relationship manager sending check-in emails.
You're a sales manager for your clients.
Your primary responsibility is increasing your clients' closing rate on the appointments we deliver. You do this by:
Reviewing their sales calls
Identifying why deals are lost
Holding them accountable
Running 1-on-1 coaching sessions
Doing whatever it takes
That's how you build a $25K-$37K+/month book.
This role is for people who've managed sales teams, closed high-ticket deals themselves, or coached others to hit revenue targets.
If you've never reviewed a sales call or given conversion feedback, this isn't the right fit.
I'm Ready to Coach Clients to Close →
03
THE ROLE
What You'll Actually Do
Your job isn't to make them feel good — it's to make them money. You do that by coaching them to close more of the appointments we deliver.
Maximize the Lifetime Value (LTV) of every client in your portfolio
Coach Clients to Close
This is your #1 priority.
Drive Client Revenue
Provide World-Class Support
Drive Retention & Upsells
This is NOT a support ticket role.
You're a strategic partner, high-ticket sales rep, problem solver, and trusted advisor rolled into one. You'll coach the most successful advisors in our industry on sales, troubleshoot appointment quality, coordinate cross-functional fixes, and execute backend sales (renewals, upsells, referrals).
You're the connective tissue between our marketing, sales, operations, and our clients' success.
Ready to Be a Strategic Partner? Apply →
04
YOUR RESPONSIBILITIES
PRIMARY FOCUS
- Review 5-10 client sales calls per week
- Identify patterns in lost deals and coach clients to overcome objections
- Hold clients accountable to follow-up sequences and pipeline management
- Track client closing rates and intervene when conversion drops
- Run sales-focused 1-on-1s using our coaching framework — not just relationship check-ins
- Celebrate closed deals and reverse-engineer wins to repeat them
Client Relationship Management
- Manage a portfolio of 40-50 active clients (advisors in our HTAB program)
- Conduct 8-12 high-quality 1-on-1 Zoom calls per week using our Perfect Meeting Agenda framework
- Monitor Client Health Scores daily and proactively intervene on at-risk accounts
- Provide Mon-Fri support via Slack/Email/Skool (8am-5pm EST, <1 hour response time)
Client Success Execution
- Help advisors maximize their appointment close rates
- Review appointment quality and coordinate with Marketing/Scheduling teams on lead improvements
- Troubleshoot issues (portal access, billing, appointment distribution, case design questions)
- Escalate technical issues to Operations and strategic issues to leadership
Backend Sales (Revenue Generation)
- Execute upsells: Renew advisors from 4-month frontend contracts into 3-6 month backend programs ($10K-$100K+ contracts)
- Hit upsell conversion rate minimums on your book of clients
- Renew your clients into 6-month + long-term contracts
- Generate referrals from happy clients (10% commission on referred revenue)
- Coordinate with Head of Client Success on save calls for churning clients
Team Collaboration
- Attend daily CSM Team Meetings (Mon-Fri, 9am EST, 60 min)
- Share wins, troubleshoot challenges, and refine processes with your team
- Contribute to playbook updates and SOP improvements
- Uphold company values, standards, and culture at all times
YOUR GROWTH PATH & HOW YOU GET PAID
All compensation is in USD.
Here's exactly how it works:
The CSM Tier System
Tier
CSM in Training
Access:
New/Mo:
Max:
Learning phase
CSM
Senior CSM
World-Class CSM
Your growth fuels company growth. Company growth fuels yours.
The CSM Success Flywheel
🎯 1. PERFORMANCE
Hit your KPIs consistently
🤝 2. TRUST
Earn leadership trust
👥 3. MORE CLIENTS
Unlock higher capacity
💰 4. MORE MONEY
Higher earnings
🚀 YOUR SUCCESS
Repeat the cycle & grow faster
🎯 PERFORMANCE
Hit your KPIs
🤝 TRUST
👥 MORE CLIENTS
Unlock capacity
💰 MORE MONEY
The flywheel effect:
The 3 Types of KPIs
These protect cash flow, client experience, and delivery quality. Miss any one, and promotion is blocked for that month.
Fulfillment Collection Rate
New Backend Cash Collected
Referrals Closed
Each metric is weighted with points. Hit all Gate KPIs + score 60+ total = you advance immediately next month.
AR Collection Rate
Testimonial Ratio
Avg Time to Collect
Avg Launch Time
These don't block promotion or trigger demotion — they guide coaching and detect risk early:
• NPS
• Retention ratios
• Client ROI
• Fulfillment rate
Tier Movement Rules
Moving Up
Moving Down
2 months in a row
Realistic Earnings Timeline
Let's be direct about what to expect:
Months 1-3
You're in training. Learning systems, building fundamentals. Income is minimal while you prove consistency.
Months 4-6
$8-12k/month
Months 6-12
$10-20k/month
Year 1+
$25-37k+/month
06
THIS IS FOR YOU IF...
Experience & Skills
- You have experience in sales management, sales coaching, or high-ticket closing ($10K+ deals)
- You're comfortable reviewing recorded sales calls and giving tactical feedback
- You understand sales metrics: closing rate, show rate, pipeline velocity, follow-up conversion
- You can coach someone through objection handling
- You have 3+ years of high ticket sales/account management experience in the online consulting, coaching, or financial services industry
- You have an in-depth understanding of the online coaching/info product space (ideally B2B)
- You're comfortable discussing financial concepts (life insurance, tax strategies, wealth building)
- You have excellent communication skills (written and verbal)
- You're proficient with CRM software, data analysis tools, and digital platforms
- You have strong negotiation, objection handling, and closing skills
Sales Coaching Fit
You've managed a sales team or coached reps to hit quota
You've closed high-ticket deals yourself ($10K+ contracts)
You actually enjoy reviewing sales calls and giving direct feedback
You understand that client success = client revenue, not client happiness
You can have tough conversations when a client isn't putting in the work
Mindset & Work Ethic
- You find fulfillment in helping others achieve their goals (not just collecting a paycheck)
- You're results-oriented and take ownership of your outcomes
- You actively seek to improve through books, courses, mentorship, and feedback
- You want to be held to high standards and challenged in your work
- You're calm, confident, and grounded—even under pressure
- You're hungry, coachable, and willing to work 50-60 hours/week when needed
- You understand that to be the best, you have to learn from those further ahead than you
- You want ownership over your income — not a salary ceiling
- You thrive on clear metrics and direct accountability
- You're comfortable starting at a lower income and earning your way up through performance
Culture Fit
Some of our best team members had little experience relative to their role, but were extremely hungry, coachable, and driven to be the best.
If that's you, keep reading.
This Sounds Like Me — I Want In →
07
THIS IS NOT FOR YOU IF...
- Please DO NOT apply if you:
- You've never reviewed a sales call or given conversion feedback
- You're uncomfortable holding clients accountable to their own results
- You avoid direct feedback because it feels confrontational
- You have no experience in high-ticket sales or sales management
- Have less than 2 year of experience in online consulting/coaching/high-ticket sales
- Want this position for flexibility and travel freedom ONLY (we expect results, not clocked-in hours)
- Aren't willing to work 50-60 hours/week when needed
- Have no interest in continuing to train and improve your skills
- Can't take criticism, feedback, or direct communication
- Don't believe in the mission (helping financial advisors serve business owners with high-impact strategies)
- You need predictable high income from day one
- You prefer subjective reviews over hard metrics
- You're uncomfortable with a commission-heavy structure where you control your outcomes
- Still reading? That's a good sign. 👀
COMPENSATION
CSM in Training → CSM → Senior CSM → World-Class CSM
Below is the commission structure. Your actual earnings depend on your tier and performance.
This is a commission-based role with uncapped earning potential.
Build your own book of clients—a business within a business.
Income Breakdown:
1. Initial Contract Commission (5.75% of client MRR)
*Applies to first 4 or 12 weeks (excludes setup fees)*
Our service fees range from $4,000 to $16,000+ per month per client.
$230/month per client
$460/month per client
$920/month per client
Average client:
At 50 clients:
$11,500/month
2. Upsells, Downsells & Continuity (14.25% post-initial term) 🔥
*This is where you almost TRIPLE your income per client*
After a client's initial 4-12 week commitment, when you renew them:
$570/month per client
$1,140/month per client
$2,280/month per client
Example:
This is your biggest opportunity to earn $1,000+ per month per client by keeping them long-term.
3. Financed Backend Deals (10% of upfront cash collected) 💰
Close 3-6 month financed deals ranging from $22.5K to $250K+ in long-term commitments.
You keep 10% of the upfront cash you collect.
Examples:
$5,000 commission
$10,000 commission
$25,000 commission
*(Sales experience is very important for this opportunity)*
4. Cancellation Fees Collected (5.75%)
When clients cancel and we collect cancellation fees, you earn 5.75% of the collected amount.
5. Cross-Sells (2.5%)
If your client's client buys our other adjacent services of ours (e.g., advisor buys our content offer), you earn 2.5% of that sale.
6. Referrals (10% of closed referrals)
When your clients refer other advisors to Fondako, you earn 10% commission on the referred advisor's payments for as long as they stay.
7. Performance Bonuses
Bonuses may apply to this role based on exceptional performance.
Your income is NOT capped. As the company grows (24% QoQ), your earning potential grows with it.
I'm Ready to Build My Income — Apply →
09
Next Steps
Timeline:
10
Do Your Homework
The best candidates show up prepared. Here's how to learn more about Fondako, our mission, and how we operate — so you can hit the ground running if you join us.
Follow: Our Founders
Get a feel for our culture and leadership style.
11
What We Actually Do
Preserve Wealth Group (PWG)
Together: Fondako builds the systems. PWG fills the pipeline. Our clients receive high-quality appointments that turn into $50K-$500K+ commission cases.
12
What We Stand For
Our Mission
To Maximize Freedom, Impact, and Abundance For Those Who Build Value — By Delivering The Most Efficient Financial Strategies At Scale Through Industry-Leading Systems & Partnerships.
3-Year Target
$18M in annual revenue by December 31st, 2028, with 33%+ profit margin.
Core Values
What Sets Us Apart
13
What Sets Us Apart
Questions about your application?
Not the right role? Check out other open positions
The practical details
WORKING HOURS
8am to 5pm Eastern Standard Time (Mon-Fri)
Flexibility offered based on performance and results.
More about Fondako Media
Worth reading before you apply, but it won't change whether the role fits.
WHY JOIN FONDAKO MEDIA?
Work 100% Remotely
We're a fully remote, officeless company. Work from home, co-working spaces, or while traveling the world. Official time zone is U.S. Eastern Time, but depending on your performance, you may have flexibility.
Earn More Than Most W-2 Roles
We value results over clocked-in hours. Top-performing CSMs earn $15K-$37K+/month—more than most salaried roles in the industry.
Work With A-Players & Top Performers
- You'll work alongside:
- A marketing team generating 1,000+ qualified appointments/month with 65-70% show rates
- Our clients closing $51K average cases daily
- A client success team that has scaled 118+ agents to 7-8 figures
- Some of the brightest minds in the financial services and online marketing/sales space
- You'll be immersed in an environment of excellence, absorbing practical knowledge and being pushed to achieve your full potential.
Career Advancement Opportunities
- We invest heavily in personal and professional development. It's not uncommon for team members to advance rapidly:
- Quarterly performance reviews
- Promote from within (our Head of Client Success started as a CSM - 5xed his salary in 18 months)
- Salary increases for exceeding expectations
- Opportunities to collaborate on innovative projects
Company Events & Retreats
Recent retreats:
Wake Up Excited Every Day
We take our work seriously and achieve outstanding results, but we know how to have fun along the way. Our team culture is vibrant and energetic, with live events and a lively Slack community where we share ideas, celebrate wins, and support each other.
Think this is you?
Read the whole page first. If it still sounds like you, the application is right below.
Apply for Client Success Manager →Apply for Client Success Manager
Takes about 10 minutes. The Loom video is the part we actually watch first.