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.

Requirements

4+ years in a client-facing, portfolio management, or account management role.
Strong soft skills: communication, clarity, client rapport, and expectation-setting.
High proficiency with Excel/Sheets and performance dashboards.
Experience analyzing marketing or sales funnels, even if not in paid media.
Ability to manage a portfolio of 10–15 accounts and maintain strong retention.
Performance marketing or digital agency experience. (Preferred)
Familiarity with Meta Ads Manager, Google Ads, and Looker Studio. (Preferred)
Experience in home improvement, home services, or high-ticket lead generation. (Preferred)
Strong understanding of B2C or high-ticket service funnels. (Preferred)
Bachelor’s degree in business, marketing, or related fields. (Preferred)

Benefits

Competitive base salary + performance-based bonuses
Flexible remote work environment with option for in-person collaboration (Vaughan, ON)
Group Benefits - Medical, Dental, Vision, RRSP/401k Plan w/matching, more.
Company-provided MacBook computer
Home office budget and Clever merch delivery to get you started
Work Abroad Policy: Need a new working environment? Our work abroad policy supports this!
The chance to shape and grow a high-performing Client Success team
A culture of performance and respect where the best work happens with extreme ownership and accountability meets collaboration.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills

data analysisperformance marketinglead generationsales qualified leadsportfolio managementclient managementmarketing funnel analysisoperational improvementsupsellingcross-channel opportunities

Soft skills

communicationclarityclient rapportexpectation-settingempathysolution-oriented approachproactive thinkingstrategic alignmentcalm under pressureanticipating risks

Certifications

Bachelor's degree in businessBachelor's degree in marketing