Client Success Lead (Contract Role)

💡 Interested in this role? Please email jobs@offsite.com

Why Offsite?

While there are many benefits for employers and employees alike in working remotely, running any company is challenging enough, let alone a remote-first organization.

Offsite (offsite.com) is helping create more engaged, connected, and empathetic workplaces of the future by allowing People Leaders at high-growth tech companies to easily plan, manage, and follow-up after team retreats and other types of Offsites.

Offsite is looking for Client Success Lead(s) who will:

• own the client experience from onboarding to post-event surveys
• follow the SOPs set forth by Offsite for maximizing the value we provide Offsite clients when planning team retreats
• use the Offsite.com marketplace to help source venues and vendors (ie swag, photographers, videographers, travel partners, activity providers, etc)
• plan 10-100 person offsites for a diverse set of clients, including venture-backed startups, nonprofits, Fortune 1000s, and conference organizers in varying industries
• have the ability to handle multiple offsites at once (up to 5 per Client Success Lead)
• occasionally travel to support client events

This is a unique opportunity to:

👉 join a VC-backed startup as a part-time contractor (and possibly full-time in the future)

👉 work wherever you want and however you want (so long as you have exceptional WiFi connection),

👉 build a network of staff at leading hotels around the world as well as Chiefs of Staff, Executive Assistants, and People Leaders at high-growth companies who use Offsite

👉 be part of a dynamic, fast-growing startup revolutionizing the way teams connect and collaborate in-person

👉 and so much more!

About The Role

Although this is a part time contractor role, you will be onboarded and treated as an equal team member in Offsite’s “best in class” Client Success department.

You will have access to all of Offsite’s resources, softwares, and SOPs.

You are someone who:

• has planned countless events including multi day retreats,
• has exceptional customer service and communication skills
• has at least 5+ years experience in event planning
• is familiar with google sheets
• is comfortable in a fast paced, startup environment
• is a valued consultant and mentor/leader to our clients (i.e. we are the “thought leaders” our clients depend on for their Offsites)
• experience in the travel and hospitality industry is a plus
• experience using tools like ChatGPT and developing automated workflows, AI workflows, etc is a plus

What Does Success Look Like?

• Happy Clients: After events, clients will fill out surveys letting us know about their experience working with Offsite.
• Clients Who Re-Sign With Us, as well as Expand Their Accounts: Offsite’s goal is to land new clients (handled by our marketing and sales teams), then seek new opportunities to plan more and bigger events for those clients (ie re-signs and “land-and-expand” deals)
• Cost and Time Savings: Clients should save lots of time and money through Offsite’s negotiations and vendor partnerships, in addition to the great work of our Client Success team.

Job Responsibilities:

• Onboard new clients, learning their event goals and visions, and working within timelines to create and exceed their expectations while planning their offsite
• Maintain strong communication with the clients with regular zoom meetings, emails, slack messages, etc.
• Be a thought leader in suggesting locations, venues, programming ideas, agenda changes, etc with the client
• Build and maintain a budget for the client
• Follow Offsite’s SOPs to maintain client quality control
• Send RFPs to hotels and negotiate hotel contracts on behalf of the client
• Source, negotiate and lock in vendors for the client’s offsite
• Prepare clients to execute offsites while they are on-site
• Attend Offsite’s weekly Client Success department meeting and a weekly 1-on-1 with the Head of Client Success

Hours and Compensation:

This is currently a part time contractor role and candidate will be paid per event.

Before onboarding a new client, the Head of Client Success will reach out to you, present event details, # of expected attendees, budgets, projected event dates, etc and will propose a contractor payment per event attendee, ranging from $40-$60/attendee based on the size, complexity, and stage of event being planned (i.e. if you are asked to plan a 50 person event at $50/attendee, you will earn $2500).

You will have the opportunity to take on this event or pass.

There will also be opportunities to earn commissions for helping to re-sign and sell “day of” event coordination services (where you would travel to support a client during the event).

How To Apply:

If you’re excited about crafting unforgettable experiences for teams worldwide and have the skills to excel in this role, we’d love to hear from you.

Apply today by emailing jobs@offsite.com with your resume and a short (3ish min) video letting us know why you want to work for Offsite, as well as relevant offsite planning experience you have.

Finally, in your video, share one idea for a workflow automation you’d think about building to make offsite planning easier for your clients with the use of tools like ChatGPT, Notion, Zapier, etc.

We are excited to hear from you!

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