Customer Success Manager

Summary

Join MyAdvice as a Marketing Coach and help healthcare and legal practices grow using our digital marketing and AI-powered platform. You will serve as a strategic advisor, leading client relationships, setting goals, reviewing performance, and advising on digital marketing best practices. This role requires strong communication and problem-solving skills, experience with SMB clients, and an AI-enabled mindset. You will work closely with internal teams and use AI tools to streamline communication and uncover insights. Success in this fast-paced environment is directly tied to client growth and retention. MyAdvice offers a remote-first work environment with flexible schedules and a comprehensive benefits package.

Requirements

• 5+ years of experience in Customer Success, Client Strategy, or Marketing Consulting—preferably in SaaS or digital marketing environments
• Exceptional communication skills—written and verbal—with ability to lead strategic conversations and simplify complex ideas
• Experience managing SMB clients and tying strategies directly to business outcomes like revenue growth and ROI
• Confidence in resolving client escalations with urgency and empathy
• AI-Enabled Mindset - You’re eager to explore and use tools like ChatGPT or Jasper to save time, improve quality, and drive results. You don’t need to be an expert—but you need to be curious and adaptable
• Strong time management and ability to thrive in a high-paced, client-facing environment with multiple priorities
• Bachelor’s degree preferred in Marketing, Business, Communications, or related field (or equivalent experience)
• Strong fluency in written and spoken English
• Proven ability to drive results, manage strategic client relationships, and operate independently in a remote work setting
• Legally authorized to work in the U.S

Responsibilities

• Serve as the primary advisor for a portfolio of clients, driving profitable growth through structured marketing strategies and proactive consultation
• Facilitate onboarding, goal alignment, and milestone planning that ties marketing strategy directly to revenue and operational goals
• Guide clients in using the MyAdvice Success Center to generate and convert leads, automate operations, and scale efficiently
• Encourage consistent usage of tools within our platform, provide training, and help reinforce the behaviors that will enable clients to achieve their goals
• Proactively monitor KPIs and account health to flag risk and implement retention strategies grounded in business value
• Guide strategic conversations that strengthen trust, improve satisfaction, and encourage renewals, referrals, and reviews
• Lead regular video meetings to review analytics, align on priorities, and recommend action plans tailored to each client’s industry and goals
• Turn performance reports into compelling stories that inspire decisions and measurable action
• Work closely with internal teams to coordinate successful execution of strategic plans
• Ensure timely delivery of client-facing deliverables, tracking updates in CRM and communication platforms

Preferred Qualifications

• Strong digital marketing acumen: solid understanding of strategies like local SEO, PPC, and Social Media marketing
• Experience with Customer Success & CRM platforms like Planhat and Hubspot
• Experience with analytics tools like Google Analytics and Google Search Console
• Knowledge of paid ad platforms (Google Ads, Facebook Ads Manager)
• Hands-on experience supporting healthcare or legal clients—or other high-trust service businesses
• Basic understanding of HTML or CMS like Wordpress for light troubleshooting or content review
• Power user of AI tools like ChatGPT to automate repetitive work, uncover faster insights, and deliver even more value to clients

Benefits

• Base Salary: Range of $45k-55k based on experience
• Incentive Pay: Monthly performance bonuses tied to net revenue retention & upsells
• Employer Contributed Plans: Medical, Vision, Life and AD+D Insurances
• Voluntary Plans: Dental, Critical Illness, Accident and Pet Insurances
• Unlimited Paid Time Off + 9 Paid Holidays
• 8 Week Paid Maternity Leave
• Remote-first Company, Flexible Schedules + Early Out Fridays!
• 401(k) Plan with 50% Company Match (up to 6%)
• Employee Assistance Program (free mental health services, financial/legal consultations and more!)
• Tuition Reimbursement Program (up to $1,800 annually) and Executive Mentorship Program
• Leadership Training Program: Learn the basics of how to lead a team! Available to all employees
• Ongoing Personalized Coaching and Career Development
• Casual Dress and Fun Work Environment
• Perks at Work Employee Discount Program
• Core Value "Pay It Forward" Initiative, Project Fantastic (client collab) and more!