Client Success Manager
Position Description
Root23 Agency is a fast-growing boutique creative marketing agency that serves clients in the IT and telecommunications industries including service providers and channel organizations. We are hiring a Client Success Manager that will be responsible for onboarding new clients and projects, driving projects to completion, and managing the client relationship on an ongoing basis.
Core Responsibilities
Facilitate the onboarding of new clients and new projects after sale
Develop and set up project plans in our project management software
Resource planning and scheduling
Ensure timely completion of milestones by facilitating communication between stakeholders and resources
Produce monthly reports
Quarterly account reviews
Ongoing account support
Coordinate with Business Development Manager for upsell opportunities and pitches
About the Position
This position is a mix of account manager and project manager.
You will enable a warm handoff from sales and engage with new clients or clients that have new projects.
The project will be built out in our project management software according to our agency process, resources will be scheduled, and a project plan will be created for the client.
Once a project is built, it will be launched by facilitating a kickoff call and intake documentation will be shared with the client.
Once launched, you will coordinate with the resources for the project, facilitate communication, and manage deliverables to the set milestones.
You’ll also keep frequent, proactive communication with the client.
You’ll manage the ongoing client relationship by being a single point of contact, providing reports when applicable, and participating in regular account reviews
Desired Traits
The winning candidate will be:
Demonstrates strong interpersonal and relationship management skills
Organized with great attention to detail
Excellent at time management
Passionate about what you do and the industry in general
Current on trends and best-practices
Attentive and anticipatory toward the needs of clients
Requirements
Located within commuting distance of our Asbury Park office
3+ years in a related position at a marketing agency or client-side (account management, project management, or both)
Experience using project management and/or agency management software
Telecom or IT experience a plus
Workamajig agency management software experience a plus
History of selling to enterprise-level accounts
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.