Client Success Manager

Peak Uplift Digital; Manila; On-site; PHP 400,000 - 650,000; Full time

Job summary

Peak Uplift Digital is seeking a client success and operations coordinator who acts as the single point of contact for clients, onboarding, weekly updates, and renewals while also moving internal projects forward to timely launches.

You will manage performance metrics, coordinate tasks in ClickUp, QA phases, and maintain dashboards and SOPs to keep all work current and transparent.

Qualifications

• 2+ years in client success, account management, or agency project coordination.
• Comfort with performance numbers (CPL, show rate, cost per kept appointment).
• Hands-on with ClickUp (or Asana/Monday), Slack, Google Sheets; HighLevel and Meta Ads Manager are a plus.
• Ruthless follow-through; you close loops without reminders.
• Nice to have: home-services or local lead-gen experience.

Responsibilities

• Own client relationships end-to-end: onboarding calls, weekly/bi-weekly check-ins, monthly performance reviews.
• Translate performance data into plain-English updates clients actually understand.
• Spot churn risk early and elevate with a fix, not just a flag.
• Collect creative assets, offers, approvals and account access without being chased.
• Run the ClickUp board: every client request becomes a task with owner, due date, and status.
• Maintain and improve SOPs; keep trackers, reporting sheets, and dashboards accurate.

Skills

Client success

Account management

Project coordination

Data interpretation

Follow-through

Communication

Tools

ClickUp

Asana

Monday.com

Slack

Google Sheets

HighLevel

Meta Ads Manager

Job description

You are the single point of contact for our clients and the person who keeps delivery moving internally. Half the job is client success: onboarding, weekly comms, reporting, and keeping accounts happy and renewing. The other half is ops: making sure every client request becomes a tracked task, gets QA'd, launches on time, and nothing goes stale.

What you'll own

Client success (~50%)

Own client relationships end-to-end: onboarding calls, weekly/bi-weekly check-ins, monthly performance reviews.

Translate performance data (leads, appointments kept, cost per kept appointment) into plain-English updates clients actually understand.

Spot churn risk early — slow lead flow, low show rates, quiet clients — and elevate with a fix, not just a flag.

Collect creative assets, offers, approvals and account access without being chased.

Ops / project coordination (~50%)

Run the ClickUp board: every client request becomes a task with owner, due date, and status. No orphan requests.

Traffic the creative → QA → launch → optimization loop; chase blockers and keep QA from becoming a bottleneck.

Own the Slack request pipeline: intake, prioritization, daily standup of what's due, end-of-day recap of what shipped.

Maintain and improve SOPs so the process survives without heroics.

Keep trackers, reporting sheets, and dashboards accurate and current.

You're a fit if you have

2+ years in client success, account management, or agency project coordination (paid media / marketing agency strongly preferred).

Comfort with performance numbers: CPL, show rate, cost per kept appointment. You don't need to build ads, but you must read a report and know what's off.

Hands‑on with ClickUp (or Asana/Monday), Slack, Google Sheets; HighLevel and Meta Ads Manager experience is a big plus.

Ruthless follow-through. You close loops without reminders.

Nice to have: experience with home‑services or local lead‑gen clients, appointment‑setting funnels, light copy/creative brief writing.

Success in the first 90 days

Days 1–30: know every client, their offer and their numbers; own the ClickUp board and daily standup.

Days 31–60: run all client comms and monthly reporting independently; QA-to-launch cycle time down measurably.

Days 61–90: zero stale tasks >7 days, no missed client check‑ins, documented SOPs for intake → launch → report.