Customer Success Lead

Bolt Farm Treehouse
United States
RemoteCareer-pivot friendly

Who this role is best for

Strong fit for candidates with high-touch service experience who prioritize relationship-building and retention, working remotely in a coaching or community-based industry.

Best fit for

  • Candidates with experience in coaching or community-based memberships who prioritize relationship-building over transactional support
    — “Have experience owning customer or member relationships, ideally in coaching, memberships, communities, or another high-touch service business.”
  • Individuals who can balance empathy with proactive data-driven follow-through
    — “Can handle difficult conversations with empathy and clear judgment, including disengagement, dissatisfaction, and cancellation concerns.”
  • Professionals comfortable with AI and automation while maintaining human-centric engagement
    — “Embrace AI and automation while knowing that trust, nuanced conversations, and relationship ownership stay human.”

Things to consider

  • Retention-based rewards may require a candidate to focus on long-term relationships rather than short-term goals.
    — “Your incentive is aligned with member success and retention, not pressure to close sales.”
  • The role requires a strong ability to identify and address disengagement early, using data to inform actions.
    — “Are organized and proactive, comfortable using participation data and member records to spot issues before they become bigger problems.”

How to stand out

  • Highlight your success in reducing churn or improving engagement in prior roles.
    — “Protect retention. Monitor participation, recognize disengagement early, resolve member issues, and lead relationship-based save conversations.”
  • Demonstrate experience with AI and automation tools in a customer-facing context.
    — “Use AI and automation for tracking and routine follow-up so you can focus on the conversations that need a human.”
Pace · SteadyCollaboration · MediumAutonomy · HighDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • high member engagement
  • positive member feedback
  • successful renewals
Typical background
customer successcoachinghigh-touch service business

Skills & requirements

Required

Customer Relationship ManagementMember OnboardingRetention StrategiesAI And Automation In Customer Success

Preferred

CoachingCommunity Building

Stack & domain

LeadershipCommunicationProblem-solvingOrganizational SkillsEmpathyCustomer SuccessCoachingCommunity BuildingAi-enabled Operations

About the role

Original posting from Bolt Farm Treehouse via Ashby

You’re the person who makes people feel known, supported, and ready to take action.

You notice when someone stops showing up. You ask the question that uncovers what’s really holding them back. And you don’t confuse answering messages with helping someone make progress.

Bolt Coaching is hiring a hands-on Customer Success Lead to own the member relationship from onboarding through renewal. Reporting to the Revenue and Operations Driver and working closely with founders Seth and Tori Bolt, you’ll help members get started, stay engaged, experience wins, and see a clear path forward.

This is a relationship-owner role, not a ticket-clearing support desk or a sales-closing position.

WHAT YOU’LL OWN

  • Turn new members into active members. Lead onboarding, clarify next steps, and help people engage with the community and their program instead of getting lost in a content library. After a purchase or upgrade, help them settle into the next stage with confidence.
  • Build relationships that drive progress. Run thoughtful member check-ins, understand individual goals, celebrate milestones, and keep the community engaged. Spot the member’s next challenge and recommend relevant events or next steps.
  • Protect retention. Monitor participation, recognize disengagement early, resolve member issues, and lead relationship-based save conversations. Make sure members feel heard and know how to get value from their experience.
  • Connect members to the right opportunity. When a member is ready for a renewal, event, or next-level offer, create a warm introduction to the Revenue and Operations Driver with clear context. The Driver closes; you preserve trust and follow up after purchase. During events, support members and post-event onboarding remotely.
  • Build a better member experience. Keep member records accurate, gather testimonials and referrals, and bring recurring feedback to the founders. Use AI and automation for tracking and routine follow-up so you can focus on the conversations that need a human.

WHAT’S IN IT FOR YOU

  • Real autonomy and hands-on ownership. Own the member journey, bring ideas forward, and improve how the business supports people. You won’t be waiting for permission to care or take initiative within your role.
  • Close access to the founders. Work directly with Seth and Tori, learn how they think about coaching, community, and business, and help bring their vision to life.
  • A role you can grow with. Learn a ton across customer success, retention, community building, and AI-enabled operations as Bolt Coaching grows.
  • Meaningful, visible impact. See members reach milestones because you helped them get unstuck, stay engaged, and take the next step.
  • A solid base with retention-based rewards. Your incentive is aligned with member success and retention, not pressure to close sales.

YOU’LL THRIVE HERE IF YOU

  • Have experience owning customer or member relationships, ideally in coaching, memberships, communities, or another high-touch service business.
  • Combine warmth with follow-through. You remember the details, ask thoughtful questions, and make sure commitments turn into action.
  • Can handle difficult conversations with empathy and clear judgment, including disengagement, dissatisfaction, and cancellation concerns.
  • Are organized and proactive, comfortable using participation data and member records to spot issues before they become bigger problems.
  • Embrace AI and automation while knowing that trust, nuanced conversations, and relationship ownership stay human.

COMPENSATION

On-target earnings (OTE): approximately $65,000 to $75,000 annually, including base salary plus performance-based retention bonuses.

Source: Bolt Farm Treehouse careers (Ashby)

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