Customer Success Manager

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Web Canopy Studio

11 - 50 employees

Founded 2010

🤝 B2B

Marketing • B2B

Web Canopy Studio is a B2B digital agency and HubSpot Diamond Partner that helps companies grow revenue through HubSpot enablement, RevOps, and growth-driven marketing. They provide HubSpot onboarding and administration, CRM migrations and integrations, lead-converting website design and migrations on HubSpot CMS, marketing campaign strategy and execution, and custom development (themes, modules, and marketplace products). The firm emphasizes measurable results, training, and ongoing website and marketing optimization for mid-market and enterprise clients.

📋 Description

• Goal Setting & Strategy: Define clear objectives for clients and work with them to create a comprehensive roadmap, ensuring alignment with their sales, marketing, and service teams. • HubSpot & Technical Setup: Take ownership of HubSpot implementations, from setup to integrations, ensuring smooth workflows and optimized processes. • Reporting & Analytics: Establish weekly, monthly, quarterly, and annual KPI reporting, using HubSpot dashboards to ensure data-driven insights guide strategic decisions. • Process Roadmap: Build and implement process roadmaps for clients, ensuring that operational systems are efficient and aligned across functions. • Client Relationship Management: Be the face of the agency for clients, holding regular meetings, setting up agendas, and managing communications. Proactively identify potential upsell/cross-sell opportunities. • Deliverable QA: Oversee the quality and timeliness of all client deliverables, ensuring they meet both client expectations and agency standards before final delivery.

🎯 Requirements

• HubSpot Expertise – Deep understanding of HubSpot’s Marketing, Sales, and Service Hubs, including integrations and automations. • Interpersonal Skills and Emotional Intelligence – Ability to connect with clients, maintain client satisfaction, and foster a positive relationship. • Adaptability and Versatility – Able to seamlessly switch between strategy, implementation, project management, and problem-solving tasks throughout the day. • Strategic Thinking – Skilled in identifying opportunities, brainstorming solutions, and positioning cross-sell and upsell options that benefit the client. • Project Management – Organized, with the ability to manage projects transparently, keeping goals, tasks, and timelines clear for all stakeholders.

🏖️ Benefits

• Work Remote • Health, Dental, Vision Coverage For Individual & Family • Flexible Schedule, Manage Your Own Schedule As Needed • 3 weeks PTO (unlimited PTO after 1 year) • Macbook Pro or Similar • Strong Growth Trajectory With Objective Measures

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