Client Success Manager

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Requirements:

• Bachelor's degree from recognized institution (or equivalent experience)
• Experience maintaining regular client communication through digital channels such as Slack, email, and Zoom
• Skilled in managing time and prioritizing tasks across team projects, ensuring smooth coordination and attention to detail while handling multiple clients
• Eager to learn and develop skills in preparing detailed campaign summaries, analyzing data, and tracking client goals and KPIs to ensure program success aligns with expectations
• Familiar with maintaining account health insights and ensuring Salesforce or similar CRM systems are kept up-to-date and accurate
• Detail-oriented and organized, capable of reviewing leads for accuracy and alignment with targeting criteria, especially during initial campaign delivery
• Creative problem-solver with strong analytical and critical thinking skills
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward

Responsibilities:

• Work alongside Client Success Team Members and Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program
• Join all internal calls and post-sale client calls
• Prepare Kick-Off Call decks and join kick-off calls
• Gather and prepare materials for campaign launches
• Prepare regular client campaign reports
• Monitors pacing and escalates potential concerns to Client Success and Sales counterparts
• Works across multiple internal teams to support product and answer client questions
• Quickly respond to all client emails/requests (we pride ourselves on a quick response time and being easy to work with)
• Work with Client Success Team Members and Sales to respond to client feedback and provide recommendations and optimizations for their campaigns
• Logs all feedback from clients for internal stakeholders
• Identify client, category and product trends
• Consistently provides optimizations for campaign growth to clients
• Utilizes several internal tools to review and analyze data, manage client accounts and support clients needs effectively
• Help establish processes to increase efficiency and offer creative solutions to solve problems
• Help with onboarding new team members