Client Success Manager

Posted 3 Hours Ago
Be an Early Applicant
Provo, UT, USA
Hybrid
Entry level
Agency
The Role
Manage client onboarding, communications, project milestones, risks, quality assurance, documentation, reporting, and project closure. Maintain client relationships through regular calls and updates, coordinate internal teams, track workflows in Asana and HubSpot, address concerns, gather feedback, and support client retention. The role requires strong organization, communication, customer service, project management, and proficiency with collaboration and productivity software.
Summary Generated by Built In

Client Success Manager

****Local Applicants Only will be considered****

LUMN, a growing dental marketing company, is on the hunt for a experienced, seasoned Client Success Manager—a role akin to an account executive or project manager. If you are a bright, friendly, organized, and detail-oriented individual with a knack for managing client projects and workflows, we need you!

Key Areas of Responsibility:

  • Client Onboarding: Kick-off projects with success calls, engage stakeholders, and ensure a smooth onboarding by collecting all necessary information.
  • Regular Follow-Up: Maintain regular contact with clients through weekly calls and emails to review progress and address any concerns.
  • Project Milestone Tracking: Use our PM software to keep tabs on milestones, and keep the team and client informed of any risks or delays.
  • Quality Assurance: Ensure deliverables meet our high standards before presentation to the client.
  • Client Communication: Uphold protocols for clear client communications, including email formats, status updates, and issue escalation.
  • Risk Management: Identify project risks and develop mitigation strategies.
  • Documentation: Keep meticulous records of all project details, ensuring everything is up-to-date in HubSpot and Asana.
  • Project Closure: Conduct debrief sessions and make sure projects are formally closed out.
  • Client Retention and Feedback: Use client feedback for continuous improvement.
  • Reporting: Prepare and present regular status updates and performance metrics.

Essential Skills:

  • Understanding of web design principles
  • Proficiency with software and a willingness to learn new tools
  • Solid organizational and time management skills
  • Exceptional memory and communication skills
  • Customer service and project management experience
  • Ability to work well with various personalities and build consensus

Qualifications:

  • Relevant college degree from top university (required)
  • Expert level experience with Google Docs and Drive, Asana, HubSpot, Dropbox and Slack

Personal Attributes:

  • Detailed and punctual
  • Positive attitude with a good sense of humor
  • A team-player mindset
  • Energetic, enthusiastic, and client-oriented

Compensation and Benefits:

  • Annual competitive starting salary
  • Paid time off (Two weeks per year)
  • All typical holidays
  • 401K / HSA
  • Paid access to local physician for employee and family.

LUMN Core Values:

  • We Are Ridiculously Responsive.
  • Our Clients Are Our Friends.
  • We Take Pride in Our Craft.
  • We Are Givers.
  • We Practice Kaizen.
  • We Are Wise Stewards.
  • We Are Professional and Have Fun.

Application:

Required: Please submit a cover letter detailing why you’re the perfect fit for this role.  Join us and become the day-to-day face of a company known for its exceptional client service. This full-time position is based in our Provo office from 8:30 am to 5 pm, Monday through Friday. We’re excited to train you on our project management software and welcome you to our fun, dedicated team.  Apply today to shape a smile-worthy future with LUMN!

Skills Required

  • Relevant college degree from a top university
  • Expert-level experience with Google Docs and Google Drive
  • Expert-level experience with Asana
  • Expert-level experience with HubSpot
  • Expert-level experience with Dropbox
  • Expert-level experience with Slack
  • Customer service and project management experience
  • Understanding of web design principles
  • Strong organizational and time management skills
  • Exceptional communication skills
  • Ability to work with varied personalities and build consensus
  • Local applicant availability
  • Ability to work full-time onsite in the Provo office, Monday through Friday, 8:30 a.m. to 5 p.m.
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The Company
20 Employees
Year Founded: 2011

What We Do

LUMN is a small-business marketing agency. It can serve as an outsourced Chief Marketing Officer, shaping and executing marketing to build brands, attract ideal customers, and support business growth. Its offerings include websites, maintenance, design, writing, video, SEO, and full-service ongoing marketing leadership. It takes a highly customized approach, using clients’ goals to shape campaigns that improve visibility and customer engagement.

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