Client Success Manager

Dear client success manager,

If you’re looking for an exciting, rewarding, and remote customer service role and

Your eyes are bleeding from the numerous “We’re seeking a top account management professional blah, blah, blah ”

Then buckle up, because you’re about to take a ride

The client success manager role is the key liaison between our ad buying team, lead management team, and sales team with our clients.

As a true advisor for our clients and a project manager for our team, it is your overall responsibility to ensure that our team meets deadlines and that our clients get profitable results and a pleasurable client experience working with us, so they continue to do so.

The client success manager, will follow systems and procedures to onboard our new clients and clarify their brand, message, and expectations. It will then be your responsibility to guide their campaign by structuring their marketing strategy and getting their approval.

On an ongoing basis, you will be responsible for reviewing their campaign performance with them and setting clear expectations so they feel comfortable and confident that we can and will continue to deliver what they were promised.

It is the client success manager’s responsibility to identify opportunities in their campaigns by regularly reviewing their campaign analytics and ensuring that all campaign statistics are updated by our clients.

Where necessary you will need to coach the clients and hold them accountable to stay on top of their responsibilities and to direct our team to make adjustments to better serve our clients’ goals.

Ultimately, a client success manager will provide excellent guidance to both our clients and team to ensure that everyone is on the same page and achieving results so we can have an enduring and profitable joint relationship.

If I’m speaking your language, then keep on reading

Besides the fact that over the last 5 years, we’ve developed one of the most innovative business development systems for medical professionals across the United States

Have spent over $4.9m on ads and generated tens of millions for our clients

Have been awarded tons of reviews, referrals, and partnership opportunities

Been featured on Thrive Global, MarketWatch, and Disrupt

And are currently experiencing a rush of more business than we can possibly handle.

We’re looking for a world-class Client Success Manager to join our team of 25 and help us pursue our mission of solving the number one problem that most businesses faceGetting more customers

Our core values are the backbone of our business and guide our hiring process: We are inspirational, disciplined, data-driven, focused on details, transparent, aligned, operationally excellent, and results-oriented.

You’ll be directly responsible for:

- Onboarding new clients by helping them structure their offer appropriately, setting their expectations, and clarifying their brand, patient avatar, & story
- Onboarding clients into our dedicated CRM platform and ensuring that they're updating it regularly by reviewing their stats and system
- Training new client’s on effective best practices for lead management & in-office procedures by utilizing the resources available in our training platform
- Ensuring that our team has everything they need to launch our client’s campaign and holding them accountable to get it done on time
- Conducting weekly check-in calls or video updates with clients to review their campaign and financial performance, any challenges they’re facing, and new campaign updates
- Identifying any opportunities to improve our clients’ results and then resolving or relaying them to our team or clients for assistance
- Building relationships with our clients that turn them into raving fans resulting in referrals and positive reviews (we want our clients talking about us over drinks on the weekend with people that don’t even understand their business)
- And attending weekly team huddles with our herd of marketing bulls to talk marketing science & strategies to improve our client’s results

This is a fast-paced environment and best for someone who:

- Is data-driven and relies on numbers and statistics to make better decisions
- Is a leader and coaches and guides people to make the decisions that are in their best interest when necessary
- Is passionate about marketing results and business
- Is social and has a love for helping people achieve their goals
- Is an A-Player that follows through with what they say they’re going to do
- Won’t settle for anything, but being the best at what they do
- Is coachable & hungry to continue to grow and learn
- Is attentive to details
- Is proficient with CRMs, Google Drive, and spreadsheets
- Is proficient with Facebook Ads & Google Ads
- Is proficient with funnels
- Has 2+ years of experience in online advertising with Facebook and/or Google Ads
- Has 2+ years of experience in Client Success or Account Management responsible fo