Client Success Manager

Posted Sep 15

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the daily management, progress tracking, and execution of assigned campaigns.

• Act as the main point of contact for designated clients from the onboarding phase through to ongoing campaign oversight.

• Facilitate new client onboarding, which includes hosting internal kickoffs, setting up Salesforce, creating Slack channels, requesting dashboards, sending analytics notifications, and establishing finance accounts.

• Extract, analyze, quality check, and deliver weekly performance reports that include insights and recommendations.

• Manage client relationships and maintain proactive communication, which involves responding to emails within 2 hours and providing call summaries.

• Detect campaign trends, anomalies, risks, and opportunities for expansion; collaborate with the Growth team on strategies and qualified growth signals.

• Oversee Quarterly Business Reviews, from preparation to delivery and follow-up.

• Coordinate efforts among media, creative, analytics, activation, and growth teams for assigned accounts.

• Maintain Basecamp projects, Salesforce forecasts, competitive reports, and client-facing materials.

• Organize optimizations, makegoods, script variation requests, promo codes, creative approvals, radio airchecks, top reads, and bonus reporting.

• Request and approve invoices while coordinating CIA invoice reconciliation with the accounting department.

• Lead internal and external weekly calls, prepare agendas, distribute results, and follow up on action items.

• Present media plans to clients and facilitate internal alignment meetings.

• Manage host order details, vendor/creator onboarding calls, pixel measurement adjustments, and host read calls as necessary.

• Maintain monthly Salesforce forecasts, request CIA invoices, approve post invoices, create QBRs, and update competitive reports.


⛳️ Requirements

• Outstanding communication abilities; capable of clearly presenting results to a CMO and simplifying complex information into client confidence.

• Strong attention to detail and effective time management while handling multiple clients and projects concurrently.

• A relationship-first mindset.

• A genuine motivation to discover the first, best, and most distinctive solutions every time.

• Proficiency in Salesforce, Basecamp, Google Workspace, and Microsoft Office.

• Familiarity with performance dashboards such as Qlik or Tableau is advantageous.

• Capability to manage various clients, campaigns, projects, and cross-functional workflows.

• Ability to analyze campaign performance metrics and offer data-driven recommendations.

• Skill in coordinating campaign optimizations, makegoods, script variations, promo codes, invoices, and client approvals.

• Competence in leading client calls, internal meetings, weekly reporting, and Quarterly Business Reviews.


🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and career advancement.

• Flexible work schedule and remote work options.

• Collaborative and innovative work environment.

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