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Trivium Group

Client Success Manager

Posted 3 Hours Ago
Remote
Hiring Remotely in Canada
Junior
Remote
Hiring Remotely in Canada
Junior
The Client Success Manager will manage client relationships, oversee onboarding, and ensure satisfaction while collaborating with the media buying team for effective campaign execution.
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📍 Location: Remote — US or Canada (or international with native-level American English)

🕒 Schedule: Monday – Friday, 10:00 AM – 6:00 PM ET (flexibility for PST clients) | Full-Time

About the Role

You will own the full client lifecycle from onboarding to ongoing account management, act as the primary point of contact for a growing portfolio of clients, and work hand-in-hand with the media buying team to ensure results, retention, and an exceptional client experience.

This role reports directly to the founder and is designed to take all client-facing responsibilities off leadership's plate so the company can continue to scale. The right person will have a clear growth path into a Director-level leadership position as the team expands.


Requirements

Key Responsibilities

Client Relationship Management

• Serve as the primary point of contact for all clients, owning all client-facing communication.

• Lead end-of-month performance review calls, weekly check-ins, and monthly strategy sessions.

• Build deep, trust-based relationships — ensuring every client feels personally cared for.

• Proactively identify and address client concerns before they escalate, reducing churn and increasing lifetime value.

Onboarding & Launch

• Own the full client onboarding process — from welcome call to campaign launch readiness.

• Coordinate with media buyers to ensure smooth campaign setups, creative approvals, and launch timelines.

• Set clear expectations with new clients on deliverables, communication cadence, and performance benchmarks.

Cross-Functional Collaboration with Media Buying Team

• Work as a tag team with the media buying team — translating client goals into actionable briefs and ensuring the team delivers.

• Attend strategy discussions and provide client context that shapes campaign direction.

• Be knowledgeable enough about Meta Ads to answer client questions directly — without needing to defer to a media buyer.

• Monitor campaign results alongside the team and communicate performance updates to clients with confidence.

Operational Excellence

• Maintain and follow SOPs for all client touchpoints — onboarding, monthly reporting, escalation, and offboarding.

• Track client health, satisfaction, and deliverable status using project management and CRM tools.

• Flag at-risk accounts early, propose retention strategies, and execute save plays.

Growth & Retention

• Identify natural upsell opportunities during client conversations.

• Contribute to improving internal processes, SOPs, and client experience workflows as the company scales.

Ideal Candidate Profile

Requirements & Skills

• Experience: 1–3+ years in a client-facing role — client success, account management, customer success, or similar.

• Communication: Exceptional verbal and written English. Must present as a native-level American English speaker on client calls — this is non-negotiable.

• Meta Ads Literacy: Ability to learn and speak confidently about Meta Ads Manager, campaign metrics, and lead generation fundamentals. You do not need to be a media buyer, but you must be able to answer client questions.

• Tools: Comfortable working with Google Suite (Sheets, Docs, Drive), project management platforms (e.g., ClickUp), CRM systems and Meta Business Suite / Ads Manager.

• Mindset: Proactive, coachable, high-ownership operator who thrives in a fast-paced, scaling environment. You take initiative, solve problems independently, and treat the business like your own.

• Availability: Able to work 10:00 AM – 6:00 PM ET (or 10:00 AM – 7:00 PM ET to accommodate West Coast clients). Flexible on non-client-facing hours.

Nice to Have

• Prior experience in a marketing agency or lead generation environment.

• Familiarity with the home services, trades, or contractor industry.

• Experience managing a portfolio of 30+ client accounts simultaneously.

• Background working alongside or coordinating with media buyers or ad specialists.

90-Day Success Metrics

• Fully integrated into the company — understand the industry, the client base, the SOPs, and the team culture.

• Successfully transitioned all client-facing responsibilities off the founder's plate.

• Clients report feeling more cared for; satisfaction and communication quality improve measurably.

• Churn rate decreases or holds steady through the transition period.

• Able to independently lead end-of-month calls and answer client questions without escalation.


Benefits

Compensation & Benefits

• Salary: $55,000 – $60,000 per year (base).

• Growth: Direct mentorship from the founder.

• Culture: Performance-driven but genuinely caring. Transparent communication, open-door leadership.

• Impact: High-visibility, high-impact role where your work directly determines client retention, revenue growth, and company trajectory.

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