Customer Success Lead

Bolt Farm Treehouse

. Own the member relationship from onboarding through renewal .

Posted 11/12/2026full-timeRemote • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing member relationships through onboarding, engagement, and retention strategies while utilizing AI and automation for efficient tracking and follow-up. Capable of handling sensitive conversations with empathy and maintaining accurate member records to enhance community involvement.

Highest-signal resume keywords

Member Relationship ManagementOnboarding ExperienceData OrganizationEmpathy in CommunicationAI and Automation Utilization

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

WarmthFollow-ThroughEmpathyJudgmentOrganization

Tools & Technologies

AIAutomation

Industry Keywords

CoachingMembershipsCommunity EngagementHigh-Touch Service

About the role

Key responsibilities & impact

Own the member relationship from onboarding through renewal
Lead onboarding, clarify next steps, and help members engage with the community and their program
Run member check-ins, understand individual goals, celebrate milestones, and maintain community engagement
Identify members’ next challenges and recommend relevant events or next steps
Monitor participation and identify disengagement early
Resolve member issues and lead relationship-based save conversations
Connect members ready for renewal, events, or next-level offers with the Revenue and Operations Driver
Support members during events and post-event onboarding remotely
Maintain accurate member records
Gather testimonials and referrals
Bring recurring member feedback to the founders
Use AI and automation for tracking and routine follow-up

Requirements

What you’ll need

Experience owning customer or member relationships, ideally in coaching, memberships, communities, or another high-touch service business
Warmth combined with follow-through
Ability to handle difficult conversations with empathy and clear judgment, including disengagement, dissatisfaction, and cancellation concerns
Organization and proactive use of participation data and member records
Willingness to embrace AI and automation while maintaining human relationship ownership

Benefits

Comp & perks

Retention-based performance bonuses
Real autonomy and hands-on ownership
Close access to the founders
Professional growth across customer success, retention, community building, and AI-enabled operations
Meaningful, visible impact
Remote work arrangement