Client Experience Specialist at Canada Life providing administrative support to advisors and ensuring excellent client service. Handling inquiries and coordinating client communication in a financial services environment.
About the role
- Client Success Specialist supporting Foundr’s students from ideation to scaling in coaching programs. Guiding founders through onboarding and helping with business metrics management.
Responsibilities
- Act as the primary day-to-day partner for a cohort of founders across our coaching programs
- Set clear expectations, milestones, and early wins from day one
- Help founders make sense of core business metrics (traffic, conversion rate, CPA, ROAS, revenue) and identify potential bottlenecks before looping in specialist coaches
- Host or support orientation calls, check-ins, and small-group sessions to ensure students feel supported and not “lost in the crowd”
- Monitor engagement and risk signals (no-shows, inactivity, refund indicators) and act early in partnership with the team
- Keep HubSpot and Asana records clean, accurate, and up to date so student health is always visible
- Help document student milestones, breakthroughs, and testimonials
Requirements
- 2-4 years of experience in a client-facing role (Customer Service, account management, agency, coaching, EdTech or similar)
- Strong organisational skills with high attention to detail
- Confidence working with data and structured frameworks
- Comfortable using tools like Google Sheets and Docs to track information and communicate clearly
- Experience working with CRM tools (e.g. HubSpot or similar)
- Familiarity with project management platforms (e.g. Asana, ClickUp, Trello)
- Exposure to eCommerce or digital marketing environments
- Familiarity with Meta Ads or performance advertising platforms will be highly advantageous
Benefits
- Full access to Foundr’s course library
- Hybrid work environment in Melbourne
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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