Clever Digital Marketing

Customer Success Manager

• Serve as the primary point of contact for your portfolio, building trust through proactive communication and consistency.
• Respond promptly to client questions, simplifying complex topics and ensuring alignment and clarity on next steps.
• Guide clients through challenges with confidence, empathy, and a solution-oriented approach.
• Demonstrate strong client management presence: calm, composed, clear, even in fast-paced, high-pressure moments.
• Analyze Facebook and Google campaign performance across the funnel from lead generation through SQL (Sales Qualified Leads) and revenue indicators.
• Diagnose bottlenecks, identify trends, and translate complex data into simple, actionable insights.
• Present performance reviews that drive clarity, direction, and next steps.
• Lead bi-weekly client calls focused on performance reviews and strategic alignment while ensuring every call delivers clarity, direction, and meaningful next steps.
• Advise clients on operational improvements that impact lead quality, speed-to-lead, sales cadence, and conversion performance.
• Tailor guidance to each client’s goals, growth stage, and unique challenges.
• Maintain strong portfolio retention by delivering consistent value and anticipating risks early.
• Identify upsell and cross-channel opportunities in collaboration with Senior CSMs and Team Lead.
• Anticipate and champion scalable client growth through proactive thinking and ideation, improving the client experience, and positioning the agency as a true strategic partner.
• Partner with Meta and PPC media buyers to align on insights, opportunities, and challenges.
• Support cross-department communication to ensure smooth execution and timely updates.
• Escalate challenges quickly and constructively, contributing clarity and structure rather than noise.
• Stay current on paid media best practices, industry trends, and home improvement nuances.
• Participate in ongoing CSM training sessions, process improvements, and department-wide initiatives.

Client Success Manager