About The Position

The Customer Success Manager plays a crucial role in ensuring successful campaign execution by serving as a key partner to sales teams, external clients, and internal execution teams. This role is responsible for three core functions: pre-sales and sales operations; direct client support and relationship management; and campaign execution and day-to-day operations. The ideal candidate is an excellent communicator, resourceful, detail-oriented, deadline-driven, and adaptable.

Requirements

  • Bachelor’s degree in Project Management, Marketing, Communications, or a related field.
  • 2-3 years of experience in account management, client services, or a related industry.
  • Proven ability to develop and grow strategic client relationships.
  • Exceptional account and project management skills.
  • Strong problem-solving and analytical abilities, with a strategic mindset.
  • Ability to manage multiple tasks efficiently, ensuring accuracy and adherence to deadlines.
  • Demonstrated track record of client relationship development.
  • Proactive, with the ability to identify and effectively resolve challenges.

Responsibilities

  • Create or edit proposals and contracts under the direction of sales leaders as needed, including new RFP’s and contracts for routine upsells.
  • Act as a liaison between digital advertising, demand generation services and sales team leaders to determine inventory availability.
  • Review and vet signed contracts before acceptance, ensuring accuracy and feasibility of deliverables.
  • Ensure a smooth hand-off post-sale, acting as the key point of contact once sales are closed, gathering campaign assets and organizing timelines.
  • Handle all kickoff calls to explain how programs work post-sale and align expectations with internal and external stakeholders.
  • Communicate campaign performance reports (e.g., sharing progress, metrics, and insights) to clients throughout the campaign, meeting regularly to identify ways to improve performance and ensure client satisfaction.
  • Identify potential new revenue opportunities through upsells and renewals when campaigns are complete.
  • Respond to client questions, and escalate client concerns or risks to the sales team or operations team as needed to resolve issues quickly and effectively, with a client-first mindset.
  • Work with internal teams to receive and manage campaign assets (e.g., creative materials, targeting parameters). Ensure timely collection of required assets from clients, tracking progress and communicating any delays.
  • Conduct weekly internal check-in meetings to ensure teams stay on track and meet deadlines.
  • Schedule and coordinate calls with clients and partners, including project updates and planning sessions.
  • Develop and maintain a unified production schedule, gathering client feedback as needed and ensuring timely execution of deliverables. Communicate production schedule changes to both clients and internal teams to keep everyone aligned.
  • Work with Finance to resolve billing discrepancies, credit applications, and ensure accurate invoicing.
  • Oversee order entry and Salesforce management for supported reps, ensuring campaigns are tracked properly from start to finish.

Benefits

  • Medical, dental, and vision coverage
  • Disability and life insurance
  • Paid vacation, sick, personal, and mental health days
  • Parental leave and holiday pay
  • 401(k) program
  • Pretax transportation benefits
  • Fitness reimbursement
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