Senior Product Designer
STACK
Client Success Manager
TechnologyAdvice
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 £40,000 - £46,000 per year
Job Level
JuniorMid-Level
About the role
- Partner with Client Success and Sales to review signed agreements, clarify deliverables, and set accurate client expectations.
- Participate in all assigned internal planning calls and post-sale client calls, ensuring key takeaways and next steps are documented.
- Prepare and deliver Kick-Off Call decks, leading assigned agenda sections and ensuring client alignment.
- Collect, verify, and organize all creative assets, targeting details, and launch materials before campaign start dates.
- Monitor campaign pacing daily and flag potential underdelivery or performance risks to Client Success and Sales, providing actionable recommendations.
- Respond to all client inquiries within the agreed SLA (e.g., same business day), maintaining TechnologyAdvice’s reputation for speed and reliability.
- Work with Client Success Team Members and Sales to respond to client feedback and provide recommendations and optimizations for their campaigns.
- Document client feedback in the appropriate system for visibility across internal teams.
- Recommend and implement optimizations based on performance trends, client feedback, and category insights.
- Proactively identify upsell or cross-sell opportunities and share with Sales.
- Liaise with Product, Operations, and other internal teams to address client questions and resolve issues.
- Utilizes several internal tools to review and analyze data, manage client accounts, and support client needs effectively.
- Contribute to process documentation and efficiency initiatives; test and refine new workflows.
- Assist with onboarding and mentoring new team members.
Requirements
- 2 - 4 years in client account management, campaign management, or a related client-facing role, preferably within B2B media, marketing, or advertising.
- Proven ability to maintain consistent, professional client communication through Slack, email, and Zoom, with a record of meeting agreed SLAs for response times.
- Demonstrated success managing time and priorities across multiple projects, ensuring smooth collaboration with cross-functional teams and zero missed client deadlines.
- Experience preparing detailed campaign performance summaries, interpreting data, and tracking goals and KPIs to ensure program delivery meets or exceeds contractual commitments.
- Skilled in maintaining accurate account health insights and keeping Salesforce or similar CRM systems updated with 95% or higher data accuracy.
- Highly detail-oriented in reviewing campaign deliverables and leads for accuracy, alignment with targeting criteria, and compliance with client specifications, particularly during initial delivery phases.
- Recognized creative problem-solver with proven analytical and critical thinking skills, capable of identifying issues and implementing actionable solutions.
- Thrives in fast-paced, high-volume environments and adapts strategies quickly to changing client priorities and business needs.
