We are hiring · Client Success
Head of Client Success
Watch this before you apply — it will tell you if you're the right fit.
Lead the CSM team and own retention across the entire client base.
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 find a role where the marketing machine already works, clients are already closing six-figure deals, and your job is to build the coaching infrastructure that takes the entire portfolio to the next level — with full authority, a team to lead, and a direct line between your performance and your income?
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, preserving their wealth, and creating long-term freedom for thousands of families.
5 years
2,000+ financial professionals
24% quarter-over-quarter
Here's why this role exists:
$400K, $500K, over $1M+ per year
Right now, we don't have systematic visibility into close rates across all clients. We don't have a dedicated sales coaching infrastructure to help every advisor — not just the top performers — convert at the level we know is possible. Our CSM team does solid work supporting clients, but they're not yet operating as true sales coaches reviewing calls, coaching on objections, and driving conversion as a department.
The gap between where we are and where we could be is worth millions in client lifetime value. And that's where you come in.
You're here to take what's already working and make it world-class. Not by answering tickets. Not by sending check-in emails. By building the sales coaching infrastructure that elevates how our clients close deals — and gives us full visibility into the results.
Sound Like You? Apply Now →
02
YOUR #1 JOB: MAKE CLIENTS MONEY
Let's be direct about what this role actually is.
You're not a VP of Customer Service. You're not a glorified account manager with a leadership title. You're not here to make clients feel warm and fuzzy.
You are a sales manager — for your clients AND for your team.
Your primary responsibility is building the systems, coaching frameworks, and team culture that increase client closing rates on the appointments we deliver. You do this by:
THE ROLE: What You'll Actually Own
03
THE ROLE: What You'll Actually Own
I'm Ready to Lead — Apply Now →
04
PROOF — OUR CLIENTS ARE ALREADY WINNING
1% of the wins
130+ Google Reviews
The best-reviewed marketing company for financial professionals in the entire space.
Now imagine what happens when every client in the portfolio gets systematic sales coaching, call reviews, and accountability.
That's the job. That's the upside.
These are self-reported results from our community. Individual results vary based on skill, effort, and market. We don't guarantee specific financial outcomes.
05
WHAT SUCCESS LOOKS LIKE
North Star: Client Results Improvement
We don't have reliable baseline data today — building that visibility is part of the job. But directionally:
Metric
Key Outcomes (12-Month Vision)
COMPENSATION
This is a leadership role with leadership-level compensation. The structure is designed so you earn roughly equal income from your personal client book and from team performance — creating dual incentives to both manage clients exceptionally AND elevate the entire CSM team's results.
On-Track Earnings
Personal Client Book (15–20+ accounts)
Personal Client Book (15–20+ accounts)
You'll directly manage our highest-value clients — Premium and Gold tier accounts. Your commissions are tied to their success and retention, including percentage of client MRR, bonuses on financed deals, and referral commissions.
Team Performance Overrides
You also earn based on how well your CSM team performs — overrides on backend collections and team-driven upsells.
The more your clients succeed, the more they stay. The more they stay, the more you earn. And the better your team performs, the more that compounds.
We'll walk through the full commission structure in detail during the interview process.
I Want to Build My Income — Apply Now →
07
Experience (Non-Negotiable)
Experience (Non-Negotiable)
Leadership & Character
Mindset
08
WHY THIS ROLE IS DIFFERENT
Perks
🎯 OUR VISION
09
To Maximize Freedom, Impact, and Abundance For Those Who Build Value.
🚀 OUR MISSION
Think this is you?
Read the whole page first. If it still sounds like you, the application is right below.
Apply for Head of Client Success →Apply for Head of Client Success
Takes about 10 minutes. The Loom video is the part we actually watch first.