Client Success Manager – Meta Advertising, Appointment-Setting

Posted 16 hours ago

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About the role

  • Client Success Manager owning onboarding, retention, and renewals for medspa clients at a Meta advertising and appointment-setting agency. Coordinating creative, media buying, appointment-setting, sales, and operations teams.

Responsibilities

  • Lead structured client onboarding, coordinate handoffs from sales to delivery, set expectations, and document client goals and success metrics.
  • Manage a portfolio of about 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.
  • Spot dissatisfaction and at-risk accounts early, coordinate recovery plans, and support renewals and retention.
  • Turn client concerns into clear actions for the creative, media buying, appointment-setting, and operations teams, and follow through until they’re 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.
  • Work toward annual client retention of 93% or higher and identify churn risks before they escalate.
  • Progress from learning workflows and managing 10–20 accounts to full portfolio ownership during the first 90 days.

Requirements

  • About 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 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 (preferred) or the United States.
  • Available Monday–Friday, approximately 9 AM–5 PM Eastern, Central, or Pacific Time.
  • Experience with medspas, aesthetics, or wellness, or experience supporting growth at a medspa is nice to have.
  • Familiarity with GoHighLevel, ClickUp or similar project management tools, and Meta Ads Manager is nice to have; these platforms can be taught.

Benefits

  • Fully remote role for candidates in Canada or the United States.
  • Consistent Monday–Friday daytime schedule.
  • Competitive USD base compensation of $60,000–$70,000 per year.
  • Performance incentives tied to quarterly client retention, plus bonuses for client testimonials. Target OTE is approximately USD $80,000–$90,000.
  • Training on the agency’s platforms, including GoHighLevel, ClickUp, and Meta Ads Manager.
  • Chance 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.

Job type

Contract

Experience level

Junior

Salary

$60,000 - $70,000 per year

Degree requirement

No Education Requirement

Location requirements

RemoteUnited States

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