Client Success Manager

Valeria Aguerri; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Valeria Aguerri’s digital marketing agency is seeking an experienced Client Success Manager to guide client onboarding, strategy discussions, and retention initiatives. You will own client conversations, align strategy with purchased services, and collaborate with the founder and team to deliver exceptional client experiences.

You will review client goals, develop funnel strategies, and identify information gaps before production.

Qualifications

• Minimum of 3 years in client success, account management, or a client-facing digital marketing role.
• Working knowledge of sales funnels, lead generation, customer journeys, and conversion-focused marketing.
• Experience conducting client onboarding, discovery, or marketing strategy calls.
• Understanding of landing pages, email marketing, CRM systems, and marketing automation.
• Ability to interpret marketing performance data and identify opportunities for improvement.
• Experience managing client relationships, resolving concerns, and supporting retention.
• Excellent verbal and written communication skills, with confidence leading conversations with business owners.
• Strong organizational skills and the ability to manage multiple client relationships independently.

Responsibilities

• Review client onboarding questionnaires to understand business goals, target audiences, offers, and marketing needs.
• Schedule and lead client onboarding and strategy calls, gradually taking full ownership of the onboarding process.
• Help clients clarify their marketing objectives and develop appropriate sales funnel strategies based on their goals and purchased services.
• Identify missing information, required assets, and important decisions needed before production begins.
• Document strategic recommendations and client requirements, obtain founder approval, and communicate approved strategies to the internal team.
• Build and maintain strong relationships with clients, serving as a primary contact for strategic discussions and account-related concerns.
• Conduct client check-ins, manage expectations, and proactively address concerns to maintain satisfaction.
• Monitor client engagement, identify accounts at risk of cancellation, and recommend retention strategies.
• Track upcoming renewals, initiate renewal follow-ups, and support clients through the renewal process.
• Identify opportunities for additional services or expanded engagements and communicate them to the founder for consideration.

Skills

Sales funnels

Digital marketing

Lead generation

CRM systems

Marketing automation

Client onboarding

Communication

Organization

Tools

GoHighLevel

ClickFunnels

Meta Ads Manager

Job description

A digital marketing agency that helps businesses attract leads, increase conversions, and grow revenue through sales funnels, paid advertising, and marketing automation.

As the agency continues to grow, they're looking for an experienced Client Success Manager to lead client-facing strategy conversations, strengthen client relationships, and help the agency's clients achieve their marketing goals.

About the role

They're seeking a proactive, personable, and marketing-savvy Client Success Manager who understands sales funnels, digital marketing, and what it takes to build successful client relationships.

In this role, you'll lead client onboarding and strategy conversations, manage client relationships, support retention and renewals, and identify opportunities to improve campaign performance. You'll collaborate with the founder and internal team to ensure clients receive strategic guidance, clear communication, and an exceptional experience.

Key Responsibilities

• Review client onboarding questionnaires to understand business goals, target audiences, offers, and marketing needs.
  
• Schedule and lead client onboarding and strategy calls, gradually taking full ownership of the onboarding process.
  
• Help clients clarify their marketing objectives and develop appropriate sales funnel strategies based on their goals and purchased services.
  
• Identify missing information, required assets, and important decisions needed before production begins.
  
• Document strategic recommendations and client requirements, obtain founder approval, and communicate approved strategies to the internal team.
  

Client Success & Retention

• Build and maintain strong relationships with clients, serving as a primary contact for strategic discussions and account-related concerns.
  
• Conduct client check-ins, manage expectations, and proactively address concerns to maintain satisfaction.
  
• Monitor client engagement, identify accounts at risk of cancellation, and recommend retention strategies.
  
• Track upcoming renewals, initiate renewal follow-ups, and support clients through the renewal process.
  
• Identify opportunities for additional services or expanded engagements and communicate them to the founder for consideration.
  

Campaign Performance & Optimization

• Review client campaign results based on their services, marketing objectives, and available performance data.
  
• Analyze relevant metrics such as leads generated, conversion rates, cost per lead, and return on ad spend, when applicable.
  
• Identify performance gaps and opportunities to improve funnel conversions and campaign effectiveness.
  
• Collaborate with the founder and marketing specialists to develop optimization recommendations.
  
• Communicate campaign insights and approved recommendations to clients and relevant internal team members.
  

Requirements

• Minimum of 3 years of experience in client success, account management, or a client-facing digital marketing role.
  
• Working knowledge of sales funnels, lead generation, customer journeys, and conversion-focused marketing.
  
• Experience conducting client onboarding, discovery, or marketing strategy calls.
  
• Understanding of landing pages, email marketing, CRM systems, and marketing automation.
  
• Ability to interpret marketing performance data and identify opportunities for improvement.
  
• Experience managing client relationships, resolving concerns, and supporting retention.
  
• Excellent verbal and written communication skills, with confidence leading conversations with business owners.
  
• Strong organizational skills and the ability to manage multiple client relationships independently.
  

Preferred Qualifications

Experience with Facebook and Instagram advertising through Meta Ads Manager.

Familiarity with GoHighLevel, ClickFunnels, or similar funnel and CRM platforms.

Previous experience working in a digital marketing agency.

Experience with conversion rate optimization, campaign reporting, and client renewals.