Client Success Manager

Summary

Join TechnologyAdvice's Client Success team in the United Kingdom as a remote-first employee. Collaborate with team members and sales counterparts to manage client expectations, prepare materials for campaign launches, and monitor campaign pacing. Responsibilities include preparing reports, responding to client inquiries, identifying trends, and providing optimizations. The ideal candidate possesses a bachelor's degree or equivalent experience, strong communication and analytical skills, and experience with CRM systems. TechnologyAdvice offers competitive benefits, including remote work, flexible Fridays, health and dental insurance, paid time off, parental leave, and various wellness perks.

Requirements

• Bachelor's degree from recognized institution (or equivalent experience)
• Experience maintaining regular client communication through digital channels such as Slack, email, and Zoom
• Skilled in managing time and prioritizing tasks across team projects, ensuring smooth coordination and attention to detail while handling multiple clients
• Eager to learn and develop skills in preparing detailed campaign summaries, analyzing data, and tracking client goals and KPIs to ensure program success aligns with expectations
• Familiar with maintaining account health insights and ensuring Salesforce or similar CRM systems are kept up-to-date and accurate
• Detail-oriented and organized, capable of reviewing leads for accuracy and alignment with targeting criteria, especially during initial campaign delivery
• Creative problem-solver with strong analytical and critical thinking skills
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward

Responsibilities

• Work alongside Client Success Team Members and Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program
• Join all internal calls and post-sale client calls
• Prepare Kick-Off Call decks and join kick-off calls
• Gather and prepare materials for campaign launches
• Prepare regular client campaign reports
• Monitors pacing and escalates potential concerns to Client Success and Sales counterparts
• Works across multiple internal teams to support product and answer client questions
• Quickly respond to all client emails/requests (we pride ourselves on a quick response time and being easy to work with)
• Work with Client Success Team Members and Sales to respond to client feedback and provide recommendations and optimizations for their campaigns
• Logs all feedback from clients for internal stakeholders
• Identify client, category and product trends
• Consistently provides optimizations for campaign growth to clients
• Utilizes several internal tools to review and analyze data, manage client accounts and support clients needs effectively
• Help establish processes to increase efficiency and offer creative solutions to solve problems
• Help with onboarding new team members

Benefits

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives
• Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays
• Remote-First Culture: Work from the comfort of your home
• Private Health & Dental Insurance : Comprehensive coverage, including discounted gym memberships and additional perks
• Paid Time Off : Start with 25 days of holiday per year, with an additional day added for each year of service
• Parental Leave : Supportive maternity and paternity leave policies
• Salary Sacrifice Nursery Benefit : Save on childcare costs with our tax-efficient program
• Life Assurance : Peace of mind with coverage to protect your loved ones
• Pension Plan: Invest in your future with our competitive pension scheme
• Employee Assistance Program : Access free counseling and other support services
• Wellness Perks: Access the Headspace app to support your well-being
• Speaker Series Bonus: Present in our monthly speaker series and earn a bonus