Lead and manage end-to-end portfolio campaigns for SSDR Agency and Whistle OS.
Act as the primary relationship manager focused on client retention, ensuring contractual compliance, alignment of scope, and a target of 85% quarterly portfolio MRR retention.
Spot upsell and cross-sell opportunities, manage expansion initiatives, and maintain a clear pipeline with conversion tracking.
Anchor regular syncs with clients and internal SDR teams to keep goals aligned, managing expectations seamlessly.
Produce and share high-quality documentation, including meeting notes, action items, and clear communication briefs.
Gather and analyze feedback trends to capture satisfaction signals and proactively mitigate retention risks.
Continuously track campaign outcomes, building strategic optimization proposals aligned with the client's core business goals.
Build and deliver comprehensive campaign health reports, interactive dashboards, and quarterly KPI scorecards.
Act as the senior point of contact for complex issues, maintaining clear issue logs and swift resolution timelines.
Partner closely with internal SDRs and stakeholders to ensure high-quality, seamless service delivery.

Minimum 3–5 years in SDR management or SDR agency operations
Strong portfolio management, client engagement, and performance reporting expertise.
Native or professional-level English proficiency, with clear and concise communication.
Comfortable with CRM platforms, reporting dashboards, and campaign management systems.
Excellent written and verbal communication skills; ability to align diverse stakeholders.
Retention-focused strategist with a proactive approach to issue resolution and growth opportunities.

Customer Success Manager – Agency Campaigns

Key skills