Client Success Manager, Scale

AgencyBlocCedar Falls, IA
5h

About The Position

The Client Success Manager, Scale is responsible for driving product adoption, retention, and client satisfaction through scalable, technology-driven engagement strategies within the AgencyBloc suite of products and services. This role leverages automation, data insights, and digital resources to support a broad client base efficiently. The ideal candidate is analytical, tech-savvy, and passionate about optimizing the client experience at scale.

Requirements

  • 2+ years of experience in SaaS client success, digital engagement, or customer lifecycle management.
  • Familiarity with CRM and client success automation platforms (e.g., Gainsight, HubSpot, or similar).
  • Strong analytical and problem-solving skills with the ability to interpret data and drive action.
  • Excellent written communication and digital content creation skills (e.g., emails, guides, or video scripts).
  • High comfort level with technology and SaaS applications.
  • Strong organizational skills and attention to detail in managing processes across a large client base.
  • Collaborative and adaptable team player who thrives in a fast-paced, evolving environment.
  • Motivated by improving processes and scaling client impact through automation and innovation.
  • Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Responsibilities

  • Client Engagement & Adoption
  • Serve as a product and process expert on the AgencyBloc’s suite of products, guiding clients to success through scalable, technology-driven engagement.
  • In collaboration with the Client Experience team, create, maintain, and optimize digital touchpoints; including in-app guidance, knowledge base articles, email campaigns, and webinars; to support product adoption and client education.
  • Support scalable renewal and retention initiatives by ensuring clients understand and realize the value of AgencyBloc’s solutions.
  • Customer Health & Insights:
  • Monitor customer health and product usage trends to identify at-risk accounts and opportunities for proactive engagement.
  • Leverage analytics and reporting tools to track adoption metrics, identify trends, and recommend actions to improve retention and satisfaction.
  • Contribute to the continuous improvement of automation and client lifecycle management tools.
  • Cross-Functional Collaboration:
  • Collaborate with Product, Marketing, and Support teams to deliver coordinated client communications and enhance the customer journey.
  • Act as the voice of the customer, collecting and communicating feedback to inform product enhancements and experience improvements.
  • Participate in internal knowledge sharing to continuously refine tech-touch strategies, tools, and workflows.
  • Perform other duties as assigned to support the success and scalability of the Client Success team and its initiatives.
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