Full Name
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Email
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Where did you hear about us?
Do you have experience working as a Client Success Manager / Client Relations Manager?
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Do you have experience working as a Client Success Manager / Client Relations Manager?
Yes
No
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Please explain your responsibilities as a Client Success Manager / Client Relations Manager, what was the number of clients that you handled on average, and what were some of your accomplishments in that role
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Do you have experience creating ads or creatives for Facebook or Instagram ads?
Yes
No
Do you speak English fluently, without the need for chat GPT or other AI platforms to communicate?
Yes
No
Do you have a quiet and distraction-free workspace suitable for zoom calls with clients every day Monday - Friday?
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Yes
No
Are you available for full-time remote work in US time zones?
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Yes, I can work full-time in US time zones
Yes, but with limited availability in some hours
No, I cannot commit to full-time US hours
Do you have any experience in the dental / medical industry?
Over $10,000 per sale
Between $5,000 and $10,000
Between $2,000 and $5,000
Less than $2,000
What are your yearly salary expectations for this position?
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What are your yearly salary expectations for this position?
$55.000 - $65.000
$65.000 - $75.000
More than $75.000
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How many years of experience do you have in sales?
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5+ years
3–5 years
1–2 years
Less than 1 year
Have you worked with high-ticket clients (businesses paying $2K+ per month or per project)?
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Yes, regularly
Yes, occasionally
No
Have you managed client relationships remotely?
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Yes, I have worked 100% remotely in a client success role
Yes, I’ve worked remotely but also met clients in person
No, I have only managed clients in person
Which of these responsibilities have you handled in a client success role? (Select all that apply)
Onboarding new clients
Regular check-ins and relationship management
Handling client complaints and issue resolution
Upselling or expanding existing client accounts
Client churn prevention and retention strategies
None of the above
What is your experience with upselling or expanding existing client accounts?
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I actively look for opportunities to upsell or expand services
I bring up upsell opportunities when clients ask about them
I only focus on client retention, not upselling
I have no experience with upselling
How many client accounts have you managed at once, on average?
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1-5
6-20
21-70
71+
N/A
What CRM or client management tools have you used? (Select all that apply)
HubSpot
Salesforce
GoHighLevel
Close.io
I have never used a CRM
What do you believe is the most important KPI for a Client Success Manager?
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Client retention rate
Net revenue growth from existing accounts
Customer satisfaction scores
Number of new sales closed
Imagine you have just taken over a client account where the previous manager failed to meet the client’s expectations, which has led to dissatisfaction. How would you handle the situation to take ownership and turn around the client’s perception?
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Rate your ability to handle criticism without becoming defensive. Provide an example of a time you received tough feedback and how you dealt with it.
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Can you describe a situation from your past role where you anticipated a potential problem and took initiative to prevent it before it affected the project or client relationship?
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Describe a time when you were faced with a challenge that had no obvious solution. How did you approach the problem, and what was the outcome?
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Imagine a client is frustrated because they feel they aren’t seeing the ROI they were promised. How would you handle this situation?
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A client wants to cancel their contract because they are dissatisfied, claiming lead quality is not good. What steps would you take to retain them?
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Thank you for completing this survey!