Client Success Partner - Remote Campaign & Insights

TechnologyAdvice; United States; On-site; USD 50,000 - 59,000; Full time

Benefits offered by this job

Remote-first culture

Flexible PTO

Health coverage

401K with match

Parental leave

Job summary

TechnologyAdvice is a remote-first company helping B2B tech buyers through trusted research and guidance. We seek a Client Success Coordinator to manage portfolios, drive campaigns, and analyze performance with Sales and Operations collaboration.

You will onboard clients, set timelines, and translate data into actionable insights, while partnering across teams to ensure client success and growth.

Qualifications

• 0–2 years of experience in client success, account management, marketing, sales, project coordination, or another client-facing role.
• A strong communicator who builds confidence through responsiveness, clarity, and professionalism with clients and teammates.
• Highly organized and able to manage multiple accounts, campaigns, and changing priorities while following through on commitments.
• A proactive problem-solver who asks thoughtful questions, takes initiative, and works to resolve issues before they escalat
• Experienced in analyzing data, identifying meaningful insights, and presenting findings and recommendations to clients or stakeholders.
• Proficient in Google Sheets or Excel with the ability to organize data, build reports, and check work for accuracy.
• Detail-oriented with a strong focus on the quality of campaign setup, reporting, and client deliverables.
• Curious and eager to learn B2B demand generation, Salesforce, and the tools and processes that support successful client programs.

Responsibilities

• Build strong partnerships with clients by managing day-to-day communication, setting expectations, reviewing performance, sharing insights, and aligning on goals.
• Manage multiple client portfolios and campaigns, keeping timelines, deliverables, and expectations on track.
• Set up, monitor, and optimize client programs in Salesforce, ensuring campaign details and deliverables are accurate and troubleshooting issues as they arise.
• Support client onboarding by setting expectations, establishing timelines, and aligning goals across stakeholders.
• Analyze campaign performance and client feedback to identify trends, opportunities, and actionable recommendations.
• Present campaign results and recommendations to clients, translating data into clear and meaningful insights.
• Take ownership of account health by staying close to client goals and campaign performance, identifying risks early, and partnering with internal teams to resolve issues.
• Partner closely with Sales and Operations to ensure seamless program execution and a positive client experience.
• Identify opportunities to deepen client partnerships and surface relevant cross-sell or upsell opportunities.
• Share ideas that help us improve our products and processes and create a more consistent client experience.

Skills

Strong communication

Highly organized

Proactive problem-solving

Data analysis

Excel/Google Sheets

Attention to detail

Curious about B2B demand gen

Tools

Salesforce

Google Sheets

Job description

TechnologyAdvice is a remote-first company helping B2B tech buyers through trusted research and guidance. We seek a Client Success Coordinator to manage portfolios, drive campaigns, and analyze performance with Sales and Operations collaboration.

You will onboard clients, set timelines, and translate data into actionable insights, while partnering across teams to ensure client success and growth.