Client Strategist / Client Success Manager

Trivium•Miami, FL

1d•$75,000 - $85,000•Remote

About The Position

We are hiring a Client Strategist / CSM who will own both the client relationship and the marketing strategy for a portfolio of approximately 30 accounts. This is not a coordinator role. You are the person who sets the plan, directs the creative, reviews the data, adjusts the approach, and hands the tactical execution to the fulfillment team. You will be the main point of contact your clients trust, the authority they look to for marketing guidance, and the strategist who drives their results. When a business owner picks up the phone, they should feel like they are talking to someone who understands their world — not a marketer reading from a deck. This role is part strategy, part relationship, and part sales. If you have experience in client-facing marketing roles, understand paid advertising, and know how to build trust with business owners through direct, peer-level conversations, this role was built for you.

Requirements

2–4+ years of experience in client strategy, account management, or customer success — preferably in a digital marketing agency environment
Hands-on experience with paid advertising (Facebook Ads, Google Ads) and SEO — you can read dashboards, diagnose underperformance, and speak to strategy with confidence
Strong verbal communication and commanding presence on the phone — this role lives and dies on live conversations, not just emails and messages
Strategic thinker with the confidence to set a plan, defend it, and adjust when the data says otherwise
Calm and steady in hard conversations — when results dip or a client pushes back, you hold frame, direct the call, and keep the relationship intact
Previous sales experience or a sales-driven mindset — this is partially a sales role where you are selling the client on a long-term relationship with you
Proactive, high-drive personality — you reach out before the client has to, and you never assume silence means satisfaction
Proficiency with CRM platforms, project management tools, and team communication tools

Nice To Haves

Experience managing marketing funnels end-to-end (ad creative → landing page → CRM flow → follow-up)
Familiarity with marketing automation platforms and lead management systems
Experience in an agency setting managing 15–30+ client accounts simultaneously
Background working with or selling to small business owners
Experience in industries where clients are direct, high-expectation, and results-focused

Responsibilities

Own the full-funnel marketing strategy for each client: lead generation ads, retargeting, CRM automation, and follow-up sequences
Set creative direction — determine what video and image assets should communicate, which angles to test, and what messaging to prioritize
Review campaign performance data across paid advertising and SEO, identify what is working and what is not, and adjust the plan accordingly
Translate marketing analytics into clear, actionable insights that business owners can understand without jargon
Hand off tactical execution to the fulfillment team while maintaining strategic oversight of all deliverables
Serve as the primary point of contact for a portfolio of approximately 30 client accounts
Lead weekly or biweekly strategy calls with clients — own the conversation, set the frame, present results clearly, and recommend next steps
Keep clients updated proactively via calls, text, and personalized reporting — do not wait for them to reach out
Build genuine trust and rapport with business owners through direct, peer-level communication
Proactively address concerns before they escalate and hold the relationship together when results fluctuate
Own client satisfaction, retention, and long-term account health
Identify upsell and expansion opportunities based on client goals and performance trends
Collect testimonials, referrals, and reviews through strong relationship management
Coordinate with the fulfillment team to ensure deliverables are completed on time and meet quality standards