Customer Success Manager

Key Responsibilities

Client 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

Tools You Will Work With

• 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

Visit the company's website for more information

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