Client Success Manager

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Clever Digital Marketing

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2019

🛍️ eCommerce

🤝 B2B

Marketing • eCommerce • B2B

Clever Digital Marketing is a leading marketing agency specializing in driving scalable and profitable marketing results for home improvement businesses. They utilize strategic digital advertising across platforms like Google, Facebook, and Instagram, and take a client-centric approach to ensure a high return on investment for their clients. Their expertise in lead generation and omnichannel marketing allows them to serve as a vital partner for businesses aiming for growth in the competitive home improvement sector.

📋 Description

• 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. • Embody a builder’s mindset, creating tools, resources, and frameworks that improve how we deliver. • 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. • Contribute ideas, templates, and frameworks that elevate team efficiency, client experience, and operational rigor.

🎯 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.