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Client Strategist / Client Success Manager
Trivium GroupClient Strategist managing marketing strategies and client relationships in a remote setting. Responsible for client retention and satisfaction while driving marketing efforts across various platforms.
About the role
Key responsibilities & impact- Own the full-funnel marketing strategy for each client: lead generation ads, retargeting, CRM automation, and follow-up sequences
- Set creative direction — determine what video and image assets should communicate, which angles to test, and what messaging to prioritize
- Review campaign performance data across paid advertising and SEO, identify what is working and what is not, and adjust the plan accordingly
- Translate marketing analytics into clear, actionable insights that business owners can understand without jargon
- Hand off tactical execution to the fulfillment team while maintaining strategic oversight of all deliverables
- Serve as the primary point of contact for a portfolio of approximately 30 client accounts
- Lead weekly or biweekly strategy calls with clients — own the conversation, set the frame, present results clearly, and recommend next steps
- Keep clients updated proactively via calls, text, and personalized reporting — do not wait for them to reach out
- Build genuine trust and rapport with business owners through direct, peer-level communication
- Proactively address concerns before they escalate and hold the relationship together when results fluctuate
- Own client satisfaction, retention, and long-term account health
- Identify upsell and expansion opportunities based on client goals and performance trends
- Collect testimonials, referrals, and reviews through strong relationship management
- Coordinate with the fulfillment team to ensure deliverables are completed on time and meet quality standards
Requirements
What you’ll need- 2–4+ years of experience in client strategy, account management, or customer success — preferably in a digital marketing agency environment
- Hands-on experience with paid advertising (Facebook Ads, Google Ads) and SEO — you can read dashboards, diagnose underperformance, and speak to strategy with confidence
- Strong verbal communication and commanding presence on the phone — this role lives and dies on live conversations, not just emails and messages
- Strategic thinker with the confidence to set a plan, defend it, and adjust when the data says otherwise
- Calm and steady in hard conversations — when results dip or a client pushes back, you hold frame, direct the call, and keep the relationship intact
- Previous sales experience or a sales-driven mindset — this is partially a sales role where you are selling the client on a long-term relationship with you
- Proactive, high-drive personality — you reach out before the client has to, and you never assume silence means satisfaction
- Proficiency with CRM platforms, project management tools, and team communication tools
- Nice to Have
- Experience managing marketing funnels end-to-end (ad creative → landing page → CRM flow → follow-up)
- Familiarity with marketing automation platforms and lead management systems
- Experience in an agency setting managing 15–30+ client accounts simultaneously
- Background working with or selling to small business owners
- Experience in industries where clients are direct, high-expectation, and results-focused
Benefits
Comp & perks- Base Salary: $60,000/year
- Performance Bonuses: Based on client retention, satisfaction, and growth — total comp ranges from $75,000 to $85,000/year
- Fully remote work environment
- Quarterly in-person team meetups
- Direct access to leadership and agency growth trajectory
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
paid advertisingSEOCRM automationlead generationcampaign performance analysismarketing analyticsupsellingrelationship managementmarketing funnelsad creative
Soft Skills
verbal communicationstrategic thinkingcalm under pressureproactivehigh-drive personalityrelationship buildingclient satisfactionproblem-solvingpresentation skillstrust building