Serve as the primary point of contact for assigned client accounts across multiple platforms (Slack, WhatsApp, SMS, Zoom)
Build and maintain strong, long-term client relationships
Identify upsell and cross-sell opportunities, assist with contract negotiations, and maximize client profitability
Prepare account status reports and maintain clear communication with internal and external stakeholders
Develop trusted advisor relationships with key client stakeholders
Address client inquiries, concerns, and needs promptly and professionally
Communicate progress on initiatives (weekly, monthly, quarterly) to ensure alignment with client goals
Handle challenging client requests or escalations as needed
Collaborate with sales, paid ads, and content teams to align strategies with client objectives
Oversee project timelines and deliverables using management software (e.g., Teamwork)
Schedule and lead client status meetings and internal discussions
Resolve project issues promptly to maintain quality and meet deadlines
Monitor key metrics — leads, sales, and performance indicators — to ensure goals are met
Identify areas for improvement and optimize strategies based on data-driven results
Partner with internal teams to ensure seamless communication and project alignment
Participate in agency initiatives including video content creation and strategy development

3+ years of experience as a Client Success Manager, Account Manager, or related role
Hands-on experience with Meta Ads, Google Ads, or SEO campaigns
Proficiency with CRMs and productivity tools (e.g., HubSpot, GHL, MS Office, Google Docs)
Exceptional organizational skills and strong attention to detail
Strong communication and presentation skills
BA/BS degree in Business Administration, Marketing, or a related field (preferred)

Client Success Manager

Key skills