Client Success Manager

Trivium
$55,000 - $60,000Remote

About The Position

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

  • 1–3+ years in a client-facing role — client success, account management, customer success, or similar.
  • Exceptional verbal and written English. Must present as a native-level American English speaker on client calls — this is non-negotiable.
  • 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.
  • Comfortable working with Google Suite (Sheets, Docs, Drive), project management platforms (e.g., ClickUp), CRM systems and Meta Business Suite / Ads Manager.
  • 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.
  • 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 Haves

  • 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.

Responsibilities

  • 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.
  • 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.
  • 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.
  • 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.
  • Identify natural upsell opportunities during client conversations.
  • Contribute to improving internal processes, SOPs, and client experience workflows as the company scales.

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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