Director of Client Success

About InvestorBootz:
InvestorBootz is transforming real estate investing by equipping our members with faster service, smarter tools, and the expert support they need to scale confidently. We are committed to delivering outstanding service experiences and fostering long-term, value-driven relationships with our members.

As our Director of Client Success, you’ll play a critical leadership role within our organization — ensuring every interaction, process, and solution reflects our commitment to operational excellence and exceptional service.

About the Role:

We’re seeking an experienced, hands-on leader to oversee our global client service operations, lead a growing offshore team, implement scalable processes, and drive measurable performance improvements. This is an opportunity for a builder — someone who thrives in both strategic leadership and operational execution, especially during periods of growth and transformation.

This role requires demonstrated experience leading service delivery or support center teams, developing and managing to KPIs, and creating operational SOPs from the ground up. Experience managing offshore or globally distributed teams is essential.

Key Responsibilities:

• Lead Global Client Service Operations:
  Manage a remote, high-performing service delivery team responsible for supporting clients via voice, email, text, and web platforms.
  
• Develop and Implement SOPs:
  Build scalable, repeatable processes and escalation protocols that ensure consistent, high-quality client service while reducing errors and improving efficiency.
  
• Define and Manage KPIs:
  Establish operational metrics for responsiveness, resolution time, client satisfaction, and retention. Use data-driven insights to optimize performance and coach team members.
  
• Collaborate Across Functions:
  Act as the operational liaison between client success and other business areas including product development, finance, and marketing to ensure seamless service delivery.
  
• Implement Ticketing and CRM Systems:
  Oversee the rollout and optimization of ticketing systems, CRM platforms, and reporting tools to enhance operational transparency and service speed.

• Drive Continuous Improvement:
  Regularly assess service trends and client feedback to identify opportunities for operational improvements, automation, and staff development.

• Coach and Develop the Team:
  Foster a performance-driven, accountable culture. Provide hands-on leadership and development opportunities for offshore and U.S.-based team members.
  

Qualifications:

• 8+ years of experience in client success, service delivery, or operations management within a professional services, SaaS, or support center environment.
• Demonstrated experience managing offshore or globally distributed teams.
• Proven track record of building, managing, and optimizing service operations with clear KPIs and SOPs.
• Hands-on leadership experience — must have built service teams, processes, and systems (not just managed existing structures).
• Familiarity with ticketing, CRM, and support systems; experience with GoHighLevel (GHL) a plus.
• Strong data analysis and performance management skills.
• Excellent communication, interpersonal, and cross-functional collaboration abilities.
• Highly organized, accountable, and passionate about delivering an exceptional client experience.
  
  

Why Join InvestorBootz?

We value relentless learners, problem-solvers, and collaborative leaders. Our team culture is one where ideas are welcomed, everyone contributes to solving challenges, and delivering a remarkable client experience is non-negotiable. If you’re driven by operational excellence, continuous improvement, and the chance to make a measurable impact, this is the opportunity for you.

InvestorBootz Core Values:

• Member Experience: We are obsessed with providing an experience so remarkable that clients return, even after we’ve made a mistake.
• Accountability: We own our actions and outcomes.
• Continuous Improvement: We relentlessly learn and improve.
• Integrity: We keep our word, always.
• Innovation: We seek better ways.
• Teamwork: We win together.
  
  

Compensation:
$100,000–$125,000 base salary plus a 20% performance-based bonus.

Location:
Remote (U.S. based)

Apply Today:

If you’re ready to help build and lead a high-performing client success organization at a fast-growing, mission-driven company — we’d love to meet you.

Please complete the following Job Fit assessment: