Customer Success Manager

Surfside; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

Surfside is looking for a highly motivated Customer Success Manager to drive client relationships and optimize campaign performance. In a collaborative and fast-paced environment, the role involves leading account management, upselling opportunities, and business reporting to ensure clients exceed their KPIs.

The ideal candidate will have 2+ years in digital advertising, strong analytical skills, and a passion for technology. Join us at Surfside to be a part of an innovative team focused on providing top-tier customer service.

Qualifications

• 2+ years experience in digital advertising, focusing on account management and customer success.
• Incredibly data driven, with deep understanding of advertising performance metrics.
• Passion for technology and consumer insights.

Responsibilities

• Lead client relationships and optimize campaign performance.
• Onboard new customer success team members with best practices.
• Analyze data to provide actionable insights and recommendations.
• Develop reporting materials to inform clients on KPIs.

Skills

Strong organizational skills

Communication skills

Data-driven mindset

Account management

Customer success

Education

Bachelor's degree or equivalent experience

Tools

Advanced Excel

PowerPoint

Job description

Surfside is a technology company powering the infrastructure, APIs, and software that businesses need to quickly build custom ad platforms for personalized commerce, sponsored ads and full funnel media campaigns. We help retailers unlock new value to personalize, grow, and monetize their customer experiences by enabling brands and advertisers an entirely new performance channel to reach high-intent consumers when and where they purchase.

The Opportunity

At Surfside, the work environment is collaborative, fast-paced and team-driven. Opportunities for growth are significant and immediate as the team is expected to grow significantly in 2026, with no sign of slowing down. We are currently seeking a Customer Success Manager to focus on client relationships, analyze and optimize campaign performance, strategically manage and upsell key accounts, and lead complex processes and organizational workflows in our Operations department. We're looking for a highly motivated and experienced individual, who is ready to roll up their sleeves, think outside the box, and help lead our customer success, sales and measurement efforts across the US.

This role is core to maintaining existing accounts and assisting with campaign implementation and reporting. You will work closely with sales, clients, ad ops and engineering to help support our rapid client and revenue growth. Your core focus will be on acting as the main point of contact between ad operations and clientele with your product expertise and real-time knowledge on live campaigns within the Surfside platform to ensure revenue growth and platform adoption. You will be responsible for developing reporting materials, optimization reports and business reviews that exhibit and inform our clients how to best utilize the Surfside technology to meet and exceed their KPIs. The ideal candidate works well in groups, is a creative thinker, organized, and committed to excellence in customer service.

Responsibilities

• Lead, manage, and proactively grow relationships with key clients and agency partners
• Help onboard new customer success team members and specialists, ensuring they understand best practices and key cross-functional relationships
• Lead internal workflows and processes to maintain internal metrics and business dashboards
• Dive deep into campaign performance data; guide KPI driven measurement strategies, identify performance trends, optimize campaigns to achieve results, and provide recommendations for upsell opportunities
• Increase adoption and engagement of Surfside's self-service platform providing ongoing technical support and real time analysis
• Proactively develop best-in-class case studies that deliver a constantly evolving test-and-learn agenda across the category
• Ability to understand data and trends to “tell a story” to a client through reportable insights, case studies, and optimization recommendations
• Recognize upsell opportunities; lead and influence clients to invest when opportunities arise
• Support Sales throughout campaign process by being active participant on client meetings for reporting updates, business reviews and campaign performance
• Develop a strong understanding of Surfside's value proposition and become an expert in our product offering (current and future)

Requirements

• 2+ years experience in digital advertising, specifically programmatic advertising, focused on account management, customer success, reporting and client services
• Bachelor's degree or equivalent experience
• Strong organizational, presentation project management, and communication skills
• Advanced Excel and PowerPoint skills, as well as experience with analyzing datasets and delivering actionable insights
• Incredibly data driven, with deep understanding of advertising performance metrics
• Passion for technology, media measurement, programmatic advertising and consumer insights
• Self driven and motivated; ability to handle multiple projects at once

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.