Customer Success Manager

Posted Yesterday
2 Locations
Remote
55K-60K Annually
Mid level
Marketing Tech • Consulting
The Role
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.
Summary Generated by Built In
Client Success Manager

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 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

Skills Required

  • 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
  • Working knowledge of Meta Ads (Facebook/Instagram)
  • Familiarity with Google Ads concepts and basic digital marketing metrics
  • Exceptional verbal communication skills
Am I A Good Fit?
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The Company
HQ: Los Angeles, CA
56 Employees
Year Founded: 2021

What We Do

Trivium Group is a full-service Amazon agency that helps brands scale profitably on Amazon. We fully integrate with your team and become your full in-house Amazon team without the price tag. We are built on strong systems, sharp people, and good values. Ranked #170 on the 2025 Inc. 5000 list of the fastest-growing companies.

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