Client Success Manager

Bridgetree, Inc.; Mooresville (NC); On-site; USD 65,000 - 95,000; Full time

Job summary

Bridgetree, Inc. is seeking a Client Success Manager in North Carolina to own client relationships across campaigns, coordinating internal teams to deliver on time and on budget.

You will translate client goals into clear directions for delivery and ensure executive stakeholders stay informed. In this role you will run client meetings, update status dashboards, and advocate for the client while protecting agency timelines and quality standards.

Qualifications

• Experience managing multiple client accounts and campaigns.
• Proven ability to coordinate cross-functional teams to meet deadlines.
• Strong written and spoken communication with senior stakeholders.

Responsibilities

• Serve as main client contact and maintain regular updates.
• Manage timelines, budgets, and deliverables across teams.
• Lead client meetings and present results using slides.
• Develop and maintain project plans in the PM platform.
• Coordinate handoffs between internal teams and partners.
• Translate client requests into actionable briefs for delivery teams.

Skills

Account management

Project management

Communication

Data interpretation

AI tools awareness

Education

Bachelor's degree in business or related field

Tools

Asana

ClickUp

Monday.com

Salesforce

HubSpot

Job description

The Client Success Manager is the primary point of contact for assigned clients and the person who keeps campaigns moving across internal teams. This role owns the client relationship day to day, from marketing managers up to executive stakeholders, and makes sure work ships on time and on budget at the quality the client expects. It sits at the center of the account: turning client goals into clear direction for delivery teams, and turning team progress into updates the client trusts.

This is a coordination and relationship role. The Client Success Manager works alongside strategists and channel specialists who own the strategic direction, and leans on them for the heavy strategic thinking. Success looks like calm, organized accounts where the client always knows where things stand and delivery teams always know what they owe and when.

Responsibilities

• Serve as the main point of contact for assigned client accounts, including regular communication with client marketing teams and executive stakeholders.
• Keep campaigns on track by managing timelines, deliverables, and budgets across internal creative, media, and production teams.
• Run client meetings: set the agenda, present updates and results in PowerPoint or Slides, capture next steps, and follow through on every commitment.
• Build and maintain project plans in the agency's project management platform, keeping each task, owner, and due date current.
• Coordinate handoffs between teams and outside partners so campaigns move cleanly from intake through launch and reporting.
• Translate client requests into clear briefs for delivery teams. Translate performance results back into plain updates clients understand.
• Monitor account health and surface risks, delays, or client concerns early, before they turn into problems.
• Partner with strategy and account leadership to identify growth and optimization opportunities, then bring them to the client.
• Maintain accurate account documentation, status reports, and CRM records.
• Advocate for the client internally while protecting the agency's timelines and quality standards.

Qualifications Required

• Bachelor's degree in business, marketing, communications, or a related field, or equivalent experience.
• 2+ years in account management, client success, campaign management, or marketing project management, ideally in an agency setting.
• Working knowledge of direct and digital marketing: how campaigns come together, what the major channels do, and how results get measured. Deep channel expertise is not required.
• Strong project management skills, with a track record of running several accounts and competing deadlines at once without dropping details.
• Excellent written and verbal communication, including confidence presenting to senior client stakeholders.
• Hands-on experience with a project management platform such as Asana, ClickUp, Monday, or Workfront.
• Skilled with PowerPoint or Slides, plus Excel or Sheets, for building client decks, status reports, and simple performance views.
• Familiarity with CRM and client management tools such as Salesforce or HubSpot. Preferred
• Comfort using AI tools for meeting notes, reporting, drafting, and status updates, with good judgment about when to rely on them.
• Ability to read marketing dashboards well enough to interpret results, not only pass them along.
• A continuous improvement mindset and a habit of tightening process where it runs loose.

What makes someone a fit

The right person is organized to their core and genuinely likes people. They can live inside the details of a project plan, then step back and see where an account is heading. They stay calm under pressure and are experts at shutting down swirl. Clients trust them because they always know the status and they always do what they said they would. They are the face of the agency to the client, and they carry that well. They are well-aligned with Bridgetree's core values.

Company Description

For more than 30 years, Bridgetree has helped organizations turn complex data and marketing challenges into measurable results. Founded in 1995 with a simple mission to make marketing work better, we design, build, and run data-driven marketing programs for Fortune 100 brands and other large organizations across retail, banking, healthcare, government, and consumer services.

Our expertise spans the full marketing lifecycle, from data engineering and predictive modeling to digital marketing, multichannel campaign execution, and analytics. But what sets us apart is how we work. We combine deep technical expertise with world-class service, becoming an extension of our clients' teams. We learn their businesses, solve problems alongside them, and take ownership of outcomes, not just deliverables. It's an approach that has earned us lasting trust, with many client partnerships spanning well over a decade.