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Client Success Manager

United States

28 Days ago

Job Description


Location: Remote ? US or Canada (or international with native-level American English) Schedule: Monday ? Friday, 10:00 AM ? 6:00 PM ET (flexibility for PST clients) | Full-Time

About the Role You will own the full client lifecycle from onboarding to ongoing account management, act as the primary point of contact for a growing portfolio of clients, and work hand-in-hand with the media buying team to ensure results, retention, and an exceptional client experience.

This role reports directly to the founder and is designed to take all client-facing responsibilities off leadership's plate so the company can continue to scale. The right person will have a clear growth path into a Director-level leadership position as the team expands. Requirements Key Responsibilities

Client Relationship Management

  • Serve as the primary point of contact for all clients, owning all client-facing communication.
  • Lead end-of-month performance review calls, weekly check-ins, and monthly strategy sessions.
  • Build deep, trust-based relationships ? ensuring every client feels personally cared for.
  • Proactively identify and address client concerns before they escalate, reducing churn and increasing lifetime value.

Onboarding & Launch

  • Own the full client onboarding process ? from welcome call to campaign launch readiness.
  • Coordinate with media buyers to ensure smooth campaign setups, creative approvals, and launch timelines.
  • Set clear expectations with new clients on deliverables, communication cadence, and performance benchmarks.

Cross-Functional Collaboration with Media Buying Team

  • Work as a tag team with the media buying team ? translating client goals into actionable briefs and ensuring the team delivers.
  • Attend strategy discussions and provide client context that shapes campaign direction.
  • Be knowledgeable enough about Meta Ads to answer client questions directly ? without needing to defer to a media buyer.
  • Monitor campaign results alongside the team and communicate performance updates to clients with confidence.

Operational Excellence

  • Maintain and follow SOPs for all client touchpoints ? onboarding, monthly reporting, escalation, and offboarding.
  • Track client health, satisfaction, and deliverable status using project management and CRM tools.
  • Flag at-risk accounts early, propose retention strategies, and execute save plays.

Growth & Retention

  • Identify natural upsell opportunities during client conversations.
  • Contribute to improving internal processes, SOPs, and client experience workflows as the company scales.

Ideal Candidate Profile

Requirements & Skills

  • Experience: 1-3+ years in a client-facing role ? client success, account management, customer success, or similar.
  • Communication: Exceptional verbal and written English. Must present as a native-level American English speaker on client calls ? this is non-negotiable.
  • Meta Ads Literacy: Ability to learn and speak confidently about Meta Ads Manager, campaign metrics, and lead generation fundamentals. You do not need to be a media buyer, but you must be able to answer client questions.
  • Tools: Comfortable working with Google Suite (Sheets, Docs, Drive), project management platforms (e.g., ClickUp), CRM systems and Meta Business Suite / Ads Manager.
  • Mindset: Proactive, coachable, high-ownership operator who thrives in a fast-paced, scaling environment. You take initiative, solve problems independently, and treat the business like your own.
  • Availability: Able to work 10:00 AM ? 6:00 PM ET (or 10:00 AM ? 7:00 PM ET to accommodate West Coast clients). Flexible on non-client-facing hours.

Nice to Have

  • Prior experience in a marketing agency or lead generation environment.
  • Familiarity with the home services, trades, or contractor industry.
  • Experience managing a portfolio of 30+ client accounts simultaneously.
  • Background working alongside or coordinating with media buyers or ad specialists.

90-Day Success Metrics

  • Fully integrated into the company ? understand the industry, the client base, the SOPs, and the team culture.
  • Successfully transitioned all client-facing responsibilities off the founder's plate.
  • Clients report feeling more cared for; satisfaction and communication quality improve measurably.
  • Churn rate decreases or holds steady through the transition period.
  • Able to independently lead end-of-month calls and answer client questions without escalation.

Benefits Compensation & Benefits

  • Salary: $55,000 ? $60,000 per year (base).
  • Growth: Direct mentorship from the founder.
  • Culture: Performance-driven but genuinely caring. Transparent communication, open-door leadership.
  • Impact: High-visibility, high-impact role where your work directly determines client retention, revenue growth, and company trajectory.

Job Overview


Job Function: Sales / Marketing and Advertising

Job Type: Full Time

Workplace Type: Remote

Experience Level: Mid-Senior level

Salary: $55,000 - $60,000 / Annual Salary

Experience: 3 - 4 yrs

Contact Information


Company Name: Trivium

Recruiting People: HR Department

Website: http://triviumco.com

Location

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