Customer Success Manager for a Management Consulting Company

MRF: F694

Is This YOU? Then We Want to Meet You!

• You have over 2 years of experience in customer service and are passionate about delivering great support.
• You’re proficient in using platforms like Front and Aircall, and you can handle multiple tasks seamlessly without missing a beat.
• You have excellent attention to detail and the decision-making skills needed to solve problems efficiently.
• You’re adaptable and can handle diverse customer needs with a positive and professional attitude.
• You’re a quick learner who’s always up for a challenge and thrives in a fast-paced environment.
  
  

If this sounds like you, then you’re just who we’re looking for to join our team!

Who We Are

At LTVplus, we’re all about delivering WOW-worthy customer experiences for brands worldwide. We’re a remote-first company with a team spread across the globe, embracing flexibility and diversity in everything we do. We work with various clients, bringing personalized support to enhance their customer experiences.

Your Mission Will Be To

The objective of the Client Success Manager role is to enhance operational efficiency by effectively managing multiple tasks, vendors, and client relationships as the business scales. This position is dedicated to ensuring that all projects and tasks are executed seamlessly, fostering clear communication and accountability among stakeholders. The ideal candidate will leverage strategic vendor partnerships and implement robust project management techniques to maintain alignment and drive progress, ultimately contributing to client satisfaction and the overall growth and success of the company.

Responsibilities

• Help to manage multiple tasks, vendors, and clients to streamline operations as the business scales
• Collaborate with partner vendors to ensure the successful execution of technical and marketing-related tasks, aligning their work with client goals and deadlines.
• Maintain thorough records of client interactions, project updates, and key deliverables within internal systems, ensuring seamless information flow across
  
  

the team.

• Identify potential opportunities for account growth, such as new digital marketing services, and work with the sales team to pursue these opportunities.
• Work closely with internal teams, including marketing, technical, and sales departments, to ensure seamless client experiences and project execution.
  
  

Client Management

• Serve as primary client contact, building relationships and ensuring satisfaction
• Lead client meetings to gather requirements and provide project updates
• Present proposals and manage the client onboarding process
• Identify opportunities for upselling services within existing relationships
  
  

Project Documentation

• Maintain comprehensive project records in Google Docs with video documentation via Loom
• Track project progress in Linear & integrate with Asana and ensure team clarity on responsibilities
• Document and distribute meeting notes and decisions
• Manage knowledge transfer between technical teams and clients
  
  

Operations Support

• Assist with proposal development and contract preparation
• Monitor project budgets and timelines
• Support marketing through case studies and digital content
• Help implement service delivery processes
  
  

Nice to have

A strong technical background and prior experience being a CSM / Account Manager within a tech company

Working conditions

• The team uses Github and Linear for task tracking and code management
• Projects follow both Agile and Waterfall methodologies depending on client needs
• Staggered work shifts with some night staff and non-traditional hours
• All internal communications occur via Discord
• Documentation maintained via Google Docs with video walkthroughs using Loom
• "Shit umbrella" mentality needed to protect technical team from client disruptions
  
  

Tech Checklist – Gotta Have It!

• 2+ years in account management or project coordination in technical environments
• Strong technical expertise and hands-on experience with digital marketing tools and platforms, such as website CMS (WordPress, Shopify, etc.), CRM systems (HubSpot, Salesforce), email marketing platforms (Mailchimp, Klaviyo), and branding projects.
• Excellent project management skills with experience using Asana or similar tools to manage tasks, timelines, and collaboration
• Proficiency in Google Workspace (Google Sheets, Google Docs, Google Slides) for communication, reporting, and collaboration.
• Strong documentation skills and detail orientation
• Experience with both Agile and Waterfall methodologies
• Ability to translate technical concepts for non-technical stakeholders (and vice-versa)
• Conversational familiarity // comfort with web development and cloud infrastructure concepts
• Self-motivated, problem-solver and someone comfortable working independently
• Important Criteria from Client:
• White Glove Customer Service
• Proficient in GoHighLevel
• Profiecient in Digital Marketing
• Proficient in Asana
  
  

Ready to join a team that values your problem-solving skills and customer-centric mindset? We can’t wait to meet you!

Click Here - Your First 30-60-90 Days at LTVplus: What to Expect

Note: Only shortlisted candidates will be contacted