Manage client onboarding, ensure satisfaction across ~30 accounts, collaborate with media buyers on campaigns, and identify upsell opportunities. Communicate effectively and maintain organized client records.
Client Success Manager
Requirements
Benefits
Location: Remote | US or Canada
Salary: $55,000 – $60,000 USD Base + Performance Bonuses
Hours: Flexible | Client-Facing Calls ~10AM–7PM EST
Employment Type: Full-Time
Portfolio: ~30 Client Accounts
Key ResponsibilitiesClient Onboarding & Launches
- Own the end-to-end onboarding process for new clients — set expectations, establish communication cadence, and ensure a smooth launch
- Introduce clients to the team, tools, and processes with confidence and clarity
- Ensure every new client feels taken care of from day one
Week-to-Week & Month-to-Month Client Management
- Serve as the primary point of contact for your entire client portfolio (~30 accounts)
- Conduct regular check-in calls and monthly performance reviews with clients
- Keep clients informed, aligned, and confident in their campaigns at all times
- Proactively flag issues before clients notice them — always stay one step ahead
Media Buyer Collaboration
- Work closely with the media buying team of four to align on campaign strategy and performance
- Coordinate between clients and media buyers — translate client feedback into actionable direction
- Attend and co-lead end-of-month strategy calls alongside the founder and media buyers
- Understand campaign metrics well enough to speak to them confidently without always deferring to the team
Retention & Growth
- Own churn prevention — proactively identify at-risk clients and take action before they escalate
- Drive client satisfaction and relationship quality across your entire portfolio
- Identify natural upsell opportunities (e.g., appointment booking add-on) and surface them at the right time
- Collect testimonials, referrals, and Google reviews from satisfied clients
Operations & Communication
- Manage client communication across calls, emails, and messaging platforms
- Keep ClickUp tasks and client records up to date and organized at all times
- Ensure nothing falls through the cracks — ever
Requirements
Experience
- 1–4 years of experience in Client Success, Account Management, or a client-facing role
- Proven ability to manage multiple client accounts simultaneously
- Background in a digital marketing agency environment is a strong plus
- Experience in the trades or home services industry is a bonus — but not required
Marketing Knowledge
- Working knowledge of Meta Ads (Facebook/Instagram) — enough to answer client questions confidently
- Familiarity with Google Ads concepts and basic digital marketing metrics
- Ability to read performance data and translate it into clear, plain-English conversations
- You don't need to press the buttons — but you need to understand what the buttons do
Communication & Presence
- Exceptional verbal communication — clear, confident, and professional on video calls
- Native or near-native English fluency — our clients are blue-collar US business owners
- You present polished and professionally on camera — appropriate setup, lighting, and appearance
- You can hold a real conversation with a business owner without sounding scripted
Mindset & Character
- Highly coachable — you absorb feedback fast and apply it immediately
- Ownership mentality — you don't wait to be told; you figure it out
- Performance-driven — you care about results as much as relationships
- Calm under pressure — when a client is frustrated, you are the steady hand
- Team-first attitude — you thrive in a collaborative, fast-moving environment
- Meta Ads Manager & Meta Business Suite
- ClickUp — task management and internal communication
- Google Workspace (Drive, Sheets, Docs) — reporting, SOPs, documentation
- GoHighLevel (GHL) — CRM and client communication
Benefits
- Schedule: Flexible overall — as long as work gets done. Client-facing calls must fall within business hours, typically 10AM–7PM EST to accommodate PST clients.
- Location: Fully remote. US or Canada-based strongly preferred. Candidates outside North America will be considered if they are native-level English speakers with no detectable accent on calls.
- Compensation: $55,000–$60,000 USD base + performance-based bonuses
- Reports To: Founder Daniel Pereira, directly
- Team: Working alongside a dedicated team of 4 media buyers
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