Senior Client Success Manager

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Act as the primary contact for a portfolio of tree service clients via phone, text, and email.

• Ensure timely approval of client campaigns to meet weekly and semi-monthly direct-mail printing deadlines.

• Take ownership of post-sale onboarding, which includes setting expectations, fostering client enthusiasm, and gathering necessary information.

• Oversee enterprise accounts and manage related relationships.

• Expand the client portfolio by upselling larger plans that increase inbound call generation.

• Work together with Marketing Strategists on targeting and creative strategies to enhance client ROI.

• Provide client feedback regarding service areas and mailer designs.

• Report any app and dashboard issues to the Systems team.

• Test new dashboards and recommend process enhancements.

• Utilize Slack, ClickUp, GoHighLevel, the Tree Traction app, and Claude.

• Conduct client check-ins and 30-60-90 day reviews.

• Offer advice to clients in collaboration with Marketing Strategists and maintain feedback loops with Operations and Systems.

• Report directly to the Operations Manager.

⛳️ Requirements

• Proven experience managing client relationships at a marketing agency or marketing SaaS in a Client Success Manager role, or as an Account Executive managing clients post-sale.

• A solid history of account growth through upselling, expansion, or meeting sales targets, with quantifiable results.

• Regular interaction with clients through monthly strategy sessions and phone or video calls.

• Knowledge of marketing and lead generation, encompassing lead flow, conversion rates, and ROI.

• Strong relationship-building skills and ability to gather candid client feedback.

• Excellent written and spoken English with nearly flawless grammar and spelling for US clients.

• Experience with US clients is preferred.

• Daily use of AI tools is a plus.

• Familiarity with data, reporting, and CRMs is advantageous.

• Full-time availability and readiness to discontinue competing engagements, including freelance work, consulting, or paid side projects/businesses.

• Availability to work from 7 AM to 4 PM Mountain Time, Monday to Friday, plus respond to urgent client requests after hours.

🏝️ Benefits

• Opportunity to work while traveling; working during trips to Europe is permitted.

• Monthly wellness allowance.

• Home office stipend.

• 12 Company Holidays each year.

• 3 weeks of paid leave annually.

• Equal opportunity employer.

• Support for accommodations during the application or interview process.