[Hiring] Client Success Manager @TechnologyAdvice

Role Description

At TechnologyAdvice, talented, driven, and dedicated team members are at the core of our company’s success. We’re looking for someone just as passionate to help us expand our company further and work collaboratively with the Client Success team. Our ideal candidate will share the tenacity and excitement we have for all things TechnologyAdvice.

Our client success team focuses on the happiness of our clients. Each Client Success Manager is the main point of contact for a batch of specific accounts and works closely with TechnologyAdvice sales, operations, and technology teams to ensure the greatest experience from onboarding to delivered product.

Qualifications

• 2 - 4 years in client account management, campaign management, or a related client-facing role, preferably within B2B media, marketing, or advertising.
• Proven ability to maintain consistent, professional client communication through Slack, email, and Zoom, with a record of meeting agreed SLAs for response times.
• Demonstrated success managing time and priorities across multiple projects, ensuring smooth collaboration with cross-functional teams and zero missed client deadlines.
• Experience preparing detailed campaign performance summaries, interpreting data, and tracking goals and KPIs to ensure program delivery meets or exceeds contractual commitments.
• Skilled in maintaining accurate account health insights and keeping Salesforce or similar CRM systems updated with 95% or higher data accuracy.
• Highly detail-oriented in reviewing campaign deliverables and leads for accuracy, alignment with targeting criteria, and compliance with client specifications, particularly during initial delivery phases.
• Recognized creative problem-solver with proven analytical and critical thinking skills, capable of identifying issues and implementing actionable solutions.
• Thrives in fast-paced, high-volume environments and adapts strategies quickly to changing client priorities and business needs.

Requirements

• Partner with Client Success and Sales to review signed agreements, clarify deliverables, and set accurate client expectations.
• Participate in all assigned internal planning calls and post-sale client calls, ensuring key takeaways and next steps are documented.
• Prepare and deliver Kick-Off Call decks, leading assigned agenda sections, and ensuring client alignment.
• Collect, verify, and organize all creative assets, targeting details, and launch materials before campaign start dates.
• Monitor campaign pacing daily and flag potential underdelivery or performance risks to Client Success and Sales, providing actionable recommendations.
• Respond to all client inquiries within the agreed SLA (e.g., same business day), maintaining TechnologyAdvice’s reputation for speed and reliability.
• Work with Client Success Team Members and Sales to respond to client feedback and provide recommendations and optimizations for their campaigns.
• Document client feedback in the appropriate system for visibility across internal teams.
• Recommend and implement optimizations based on performance trends, client feedback, and category insights.
• Proactively identify upsell or cross-sell opportunities and share with Sales.
• Liaise with Product, Operations, and other internal teams to address client questions and resolve issues.
• Utilizes several internal tools to review and analyze data, manage client accounts, and support client needs effectively.
• Contribute to process documentation and efficiency initiatives; test and refine new workflows.
• Assist with onboarding and mentoring new team members.

Benefits

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives.
• Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays.
• Remote-First Culture: Work from the comfort of your home.
• Private Health & Dental Insurance: Comprehensive coverage, including discounted gym memberships and additional perks.
• Paid Time Off: Start with 25 days of holiday per year, with an additional day added for each year of service.
• Parental Leave: Supportive maternity and paternity leave policies.
• Salary Sacrifice Nursery Benefit: Save on childcare costs with our tax-efficient program.
• Life Assurance: Peace of mind with coverage to protect your loved ones.
• Pension Plan: Invest in your future with our competitive pension scheme.
• Employee Assistance Program: Access free counseling and other support services.
• Wellness Perks: Access the Headspace app to support your well-being.
• Speaker Series Bonus: Present in our monthly speaker series and earn a bonus.