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.
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