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



  • 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.