
Chief Client Success Officer
2 weeks ago
As a Client Success Strategist, you will play a vital role in driving exceptional client experiences through effective onboarding, quality assurance, and strategic direction. This involves managing the onboarding process, overseeing quality assurance, and ensuring the successful fulfillment of all services.
This requires strong communication, problem-solving, and organizational skills to build client relationships, drive retention, and maintain high service standards. The ideal candidate will possess a proven track record in client success, account management, or a related marketing role.
The key responsibilities of this position include:
Client Onboarding & Integration (First 30-60 Days)- Lead a seamless and efficient onboarding process, setting clear expectations and ensuring alignment on goals and deliverables.
- Conduct onboarding meetings to introduce key team members, review strategy, and outline timelines.
- Monitor client engagement during the onboarding phase, addressing any concerns and ensuring a smooth transition into ongoing services.
- Understand the Client's business, their needs, and other unique factors to ensure the service plan, marketing strategy, etc is tailored to their needs, not a cookie cutter approach.
- Clients are not responsible for actively managing the ads, launching campaigns, etc. That is the Media Buyer's responsibility.
- The CSM should have a deep enough background on Paid Advertising to be able to have meaningful conversations with clients regarding strategic direction, allocation of resources (Google vs Meta vs other platforms depending on situation).
- The CSM should be able to interpret common KPIs and accurately and clearly relay that information and frequent updates/reports to clients, and should also have the knowledge to answer standard questions regarding campaigns and performance during Client Calls.
- Ensure all deliverables meet the agency's quality standards before being sent to the client.
- Identify and address any service gaps, ensuring that the client receives all promised services on time and at the highest quality.
- Work closely with internal teams to streamline workflows and improve service efficiency.
- Conduct regular check-ins and strategy meetings to review progress, gather feedback, and ensure client satisfaction.
- Act as the client's advocate within the agency, addressing concerns and troubleshooting challenges to enhance the client experience.
- Proactively identify opportunities for account growth, renewals, and additional services that align with client needs.
- Work closely with sales and marketing teams to ensure a seamless transition between new business acquisition and client success.
- Establish a cadence for check ins with all Paid Ads Clients (Minimum once a week).
- Building out Ads and Loading it into Meta for Strategist to take.
- Keeping department organized with updates / outstanding tasks.
- Onboarding All Paid Ads Clients & assigning applicable parties to their dedicated tasks.
- Holding the team and client accountable in an 80/20 capacity.
The ideal candidate will have a foundation of advertising knowledge and terminology, as well as a strong understanding of paid advertising metrics. Strong organizational skills with the ability to manage multiple clients and projects, detail-oriented with a strong focus on quality assurance and performance, excellent communication and relationship-building skills, and a problem-solving mindset with a proactive approach to client needs.
This is a full-time position with a Monday to Friday schedule from 8 am to 6 pm EST. Work set-up is remote.
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