Client Success Manager – Dental Industry

Role Overview

• Serve as the main point of contact for assigned dental practice clients
• Lead client onboarding and ensure all required assets, access, approvals, and campaign details are collected on time
• Manage ongoing client communication through email, calls, Slack, CRM, and internal project management systems
• Schedule and lead client check-in calls to review campaign performance, lead quality, bookings, show rates, and next steps
• Work closely with media buyers, appointment setters, creatives, and operations to ensure campaigns are launched and managed properly
• Track client performance metrics and identify issues before they become client complaints
• Follow up consistently with clients to collect feedback, treatment updates, patient outcomes, revenue updates, testimonials, and case information
• Ensure clients understand campaign expectations, timelines, deliverables, and their role in successful outcomes
• Escalate urgent client issues internally and help drive fast, professional solutions
• Maintain detailed client notes, updates, call summaries, action items, and next steps in our CRM/project management systems
• Support client retention by building trust, communicating clearly, and ensuring clients feel taken care of
• Identify upsell or expansion opportunities when clients are seeing strong results
• Collaborate with leadership to improve onboarding, reporting, communication systems, and the overall client experience
• Ensure no client account is left unmanaged, unclear, or waiting too long for a response

Requirements

• Minimum 3+ years of proven client success, account management, customer success, or relationship management experience
• Prior experience in the dental, healthcare, marketing, or agency space is strongly preferred
• Experience managing multiple client accounts at the same time
• Strong ability to communicate professionally with business owners, dental teams, and internal departments
• Clear spoken English that is easy to understand for North American clients
• Experience leading client calls, presenting updates, and explaining performance in a simple, confident way
• Strong computer skills and experience using CRM, project management, reporting, or communication platforms
• Proven ability to stay organized, follow up consistently, and keep client accounts moving forward
• Ability to handle client concerns, difficult conversations, and urgent issues with professionalism
• Highly organized with strong attention to detail
• Proactive and able to anticipate problems before they escalate
• Strong follow-through, you do not let tasks, clients, or action items slip
• Confident communicator who can lead calls and keep clients aligned
• Calm under pressure and able to manage client concerns professionally
• Comfortable working in a fast-paced remote environment
• Able to manage your own schedule, priorities, and client workload
• Strong sense of ownership over client outcomes and retention
• Team-oriented and able to coordinate across marketing, sales, creative, and operations departments
• Comfortable with repetitive follow-up and administrative tasks while maintaining a high level of professionalism

Benefits

• Competitive fixed monthly salary well above industry standards for experienced client success professionals
• Commission for upselling additional services
• Stable, predictable compensation with no cold calling and no commission-based pressure
• Paid comprehensive onboarding and continuous training
• 100% remote position with a supportive, fast-growing team
• Clear structure, systems, and SOPs so you can focus on doing great work
• Real path to grow into senior client success, operations, or leadership roles as we scale