About The Position

The Client Success Manager will own the post-sale experience for approximately 40 clients of a done-for-you Meta advertising and appointment-setting agency serving medspas and aesthetic wellness businesses across the United States. The role covers onboarding, campaign launch coordination, ongoing service, retention, and renewal support. The Manager will serve as clients’ primary point of contact and coordinate with creative, media buying, appointment-setting, sales, and operations teams. This is a client relationship and coordination role, not a hands-on media buying position. The role will help establish the agency’s first dedicated Client Success function by improving onboarding processes, developing SOPs, and creating a repeatable playbook as the agency grows. The position is fully remote for candidates in Canada (preferred) or the United States, with a Monday–Friday daytime schedule of approximately 9 AM–5 PM in an Eastern, Central, or Pacific time zone. Employment is full-time and classified as an independent contractor. Compensation includes a USD $60,000–$70,000 annual base and performance incentives mainly tied to quarterly client retention, with additional bonuses for client testimonials. Target OTE is approximately USD $80,000–$90,000 annually, negotiable based on experience; earnings above base are not guaranteed.

Requirements

  • Approximately 1–2 years of relevant experience in client success, account management, customer service, or a client-facing agency role; exceptional transferable experience will also be considered.
  • Excellent spoken and written English, with confident client communication.
  • Empathy, sound judgment, and a strong sense of ownership.
  • Strong organization and follow-through while managing multiple accounts and competing priorities.
  • Proactive problem-solving skills and comfort working with distributed teams in a fast-moving environment.
  • Ability to understand basic marketing performance reports and explain practical next steps to clients.
  • Based in Canada or the United States; Canada is preferred.
  • Availability Monday–Friday, approximately 9 AM–5 PM in an Eastern, Central, or Pacific time zone.

Nice To Haves

  • Experience with medspas, aesthetics, or wellness, or experience supporting growth at a medspa.
  • Familiarity with GoHighLevel, ClickUp or similar project management tools, and Meta Ads Manager; these platforms can be taught.

Responsibilities

  • Lead structured client onboarding, coordinate handoffs from sales to delivery, set expectations, and document client goals and success metrics.
  • Manage a portfolio of approximately 40 client relationships through scheduled check-ins.
  • Respond to client Slack messages within 24 hours on business days.
  • Keep CRM records accurate and up to date, logging client interactions within 24 hours.
  • Identify dissatisfaction and at-risk accounts early, coordinate recovery plans, and support renewals and retention.
  • Translate client concerns into clear actions for creative, media buying, appointment-setting, and operations teams, and follow through until they are resolved.
  • Prepare client-facing performance updates and maintain a portfolio health dashboard visible to leadership.
  • Improve onboarding checklists and SOPs, and build a repeatable Client Success playbook.
  • Track retention, NPS trends, response times, and onboarding SLAs.
  • Learn the client journey, tools, account history, and team workflows during the first 30 days.
  • Begin independently managing approximately 10–20 accounts, establish regular check-ins, and track account health during days 31–60.
  • Work toward full portfolio ownership, report on retention health, and recommend process improvements during days 61–90.

Benefits

  • Competitive USD base compensation of $60,000–$70,000 per year.
  • Performance incentives mainly tied to quarterly client retention, with additional bonuses for client testimonials; target OTE is approximately $80,000–$90,000.
  • Training on the agency’s platforms, including GoHighLevel, ClickUp, and Meta Ads Manager.
  • Opportunity to help build the agency’s first dedicated Client Success function and shape its processes and playbook.
  • Room to grow as the agency scales, with potential paths to Senior Client Success Manager and Head of Client Success.
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