Client Success Manager (Project Management & ClickUp Expert)

Elevate and Delegate

21h•Remote

About The Position

The company is a fast-growing web design and SEO agency helping local service businesses dominate Google and book more jobs. Their team is lean, remote, and highly performance-driven. If you're looking for a role with responsibility, growth, and freedom — this is it. They’re looking for a sharp, organized, and proactive Client Success Manager who can own project flow, drive client outcomes, and stay 10 steps ahead. This isn’t just a support role — you’ll be mission-critical to how they deliver insane results for local service businesses (contractors, pool builders, roofers, etc.) across the U.S. The primary mission of the CSM Support and Onboarding Specialist Manager is to oversee the successful onboarding process of each client and assist the specialists.

Requirements

Extremely organized and reliable — your ClickUp boards are clean and tight
A confident communicator — you keep things calm, professional, and productive
Highly proactive — you don’t wait for instructions, you hunt down problems and solve them
Familiar with client-facing tools: ClickUp, Slack, Figma (view-only), Google Drive
Industry-aware: you understand the mindset of local contractors and what they value
Fast learner, comfortable managing 10–20 projects at once

Nice To Haves

Light technical knowledge of Meta Ads, SEO, and Google Business Profiles is a major plus
Experience in an agency environment
Worked with Meta Ads, GBP, LSA, or service-based SEO
Led onboarding before or helped build SOPs/processes

Responsibilities

Reports to CEO
Onboarding clients successfully, accurately and on time.
It is your responsibility to delegate or complete, monitor and ensure the completion of asset creation, both internally and externally, and to find new and creative ways to drive better team functionality.
Your mission is not only to support the needs and requests of the Specialists and CEO but to be a solution resource that will help the entire team become faster and better. This includes:
Creating and posting SOPs for new and existing processes
SOP creation and posting for employee training,
Overseeing the creation of Client Projects in Clickup.
Ensuring all client campaigns structures are filled out: client roster, client projects, google drive, etc.
Spearheading and building out internal structures to improve efficiency; looking for and communicating places to specifically track better data and decrease client TTL.
Ensuring all GBPs are getting posted on, once per week, reporting is getting sent monthly, client emails are being responded to within 24 hrs, pushing all projects forward and identifying bottlenecks.
Compile, monitor and report on client results and campaign data to senior members of the team on a weekly basis.
Be a rock solid source of information and solutions for all team members, specifically the fulfillment Specialists.
Oversee your team's progress, results, training and overall success in their own roles. Communicate needs to management.
Fill out your EOD report, every day.