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    Client Success

    Manage 20 clients, drive retention, and grow accounts. Your book of business.

    Own the post-sale client relationship. Oversee onboarding, campaign performance, retention, and upsells across our commercial client accounts. You manage a portfolio of up to 20 active clients, ensuring our acquisition infrastructure delivers measurable revenue growth every month.

    Remote Full-Time

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    The Opportunity

    Why this role is different

    Own a portfolio of up to 20 active clients. This is your book of business.

    Commission on every upsell you drive. Retention and growth are your revenue engine.

    Work directly with business owners across commercial roofing, HVAC, and tutoring verticals.

    Clear path into client success leadership as the department scales.

    What you'll own

    • Manage a portfolio of up to 20 active client accounts across commercial roofing, HVAC, and tutoring verticals
    • Lead client onboarding: system setup, calendar integration, lead source connection, and go-live
    • Conduct monthly performance reviews with clients, presenting leads, bookings, and revenue data
    • Proactively identify and resolve issues before they become churn risks
    • Drive upsell opportunities: additional markets, additional niches, expanded lead volume
    • Collaborate with media buying and technical teams to optimize campaign performance
    • Leverage AI tools for client reporting automation, sentiment analysis, churn prediction, and proactive outreach
    • Maintain a client health score and escalation system for at-risk accounts

    How success is measured

    01Client retention rate and net revenue retention (primary)
    02Monthly recurring revenue retained and grown via upsells
    03Client satisfaction and NPS scores
    04Time-to-first-booked-job for new client onboarding
    05Upsell revenue generated per quarter

    Compensation & upside

    Base salary + performance bonus + commission on upsells. Designed to reward retention and growth, not just maintenance.

    • Competitive base salary
    • Monthly performance bonus tied to client retention and satisfaction metrics
    • Commission on all upsell revenue generated from your portfolio
    • Quarterly retention bonuses for maintaining high portfolio health
    • Full remote flexibility

    Who we're looking for

    • 3+ years in client success, account management, or customer success within B2B SaaS or marketing services
    • Strong understanding of lead-to-sale pipelines, CRM workflows, and campaign analytics
    • Proficient at leveraging AI tools for reporting automation, client health analysis, and proactive outreach
    • Proactive communication skills and ability to build trust with business owners
    • Experience managing 15+ accounts simultaneously without dropping the ball
    • Relentless focus on client revenue outcomes over vanity metrics
    • Comfortable presenting data and performance reports to executive-level clients

    Reports To

    Head of Client Success

    Experience Level

    Mid-Level (3+ years)

    Apply Now

    Ready to build with us?

    We review every application personally. If your track record matches what we are building, you will hear from us within 48 hours.

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    Apply for Client Success Manager

    Complete the structured application below. We review every submission personally.

    Question 1 of 5

    What is the largest client portfolio you have managed simultaneously? What was your retention rate?

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