Customer Success Manager

Overview We help over 2,000 healthcare and legal practices grow through our all-in-one digital marketing and AI-powered Success Center platform. Our Customer Success Managers, internally referred to as Marketing Coaches, are strategic growth advisors—helping clients achieve measurable business outcomes through modern marketing strategies, efficient tool usage, and consistent consultation. You’ll lead client relationships across their lifecycle: setting goals, reviewing performance, advising on digital marketing best practices, and enabling product adoption. You’ll connect insights across our product suite into one cohesive, ROI-driven client experience. As the bridge between clients and our internal teams, your leadership directly impacts client retention, satisfaction, and expansion. We’re building a team of strategic, tech-savvy advisors who embrace AI as a core part of how we work—whether it’s streamlining communication, personalizing client recommendations, or uncovering insights faster. At MyAdvice, tools like ChatGPT aren’t just a novelty—they’re part of how we scale excellence. Our ideal candidate has deep experience advising SMB clients in a SaaS or marketing tech environment. They’re skilled communicators, growth-minded strategists, and confident problem-solvers. You’ll thrive here if you enjoy working in a fast-paced, high-accountability environment where your success is tied directly to your clients’ growth. Essential Duties Strategic Client Leadership: Serve as the primary advisor for a portfolio of clients, driving profitable growth through structured marketing strategies and proactive consultation. Onboarding and milestone planning: Facilitate onboarding, goal alignment, and milestone planning that ties marketing strategy directly to revenue and operational goals. Drive Profitable Growth Outcomes: Guide clients in using the MyAdvice Success Center to generate and convert leads, automate operations, and scale efficiently. Encourage tool adoption: Provide training and reinforce the behaviors that will enable clients to achieve their goals. Churn Prevention and Client Advocacy: Proactively monitor KPIs and account health to flag risk and implement retention strategies grounded in business value. Strategic conversations that strengthen trust, improve satisfaction, and encourage renewals, referrals, and reviews. Recurring Consultation and Performance Coaching: Lead regular video meetings to review analytics, align on priorities, and recommend action plans tailored to each client’s industry and goals. Turn performance reports into compelling stories that inspire decisions and measurable action. Cross-Team Collaboration: Work closely with internal teams to coordinate successful execution of strategic plans and ensure timely delivery of client-facing deliverables. Required Skills & Experience 5+ years of experience in Customer Success, Client Strategy, or Marketing Consulting—preferably in SaaS or digital marketing environments. Exceptional communication skills—written and verbal—with ability to lead strategic conversations and simplify complex ideas. Experience managing SMB clients and tying strategies directly to business outcomes like revenue growth and ROI. Confidence in resolving client escalations with urgency and empathy. AI-Enabled Mindset: Eager to explore and use tools like ChatGPT or Jasper to save time, improve quality, and drive results. You don’t need to be an expert—but you need to be curious and adaptable. Strong time management and ability to thrive in a high-paced, client-facing environment with multiple priorities. Ability to manage a high volume of client accounts (between 200-300) and hold 5 client calls daily. Preferred Skills Strong digital marketing acumen: solid understanding of local SEO, PPC, and Social Media marketing. Experience with Customer Success & CRM platforms like Planhat and Hubspot. Experience with analytics tools like Google Analytics and Google Search Console. Knowledge of paid ad platforms (Google Ads, Facebook Ads Manager). Hands-on experience supporting healthcare or legal clients—or other high-trust service businesses. Basic understanding of HTML or CMS like WordPress for light troubleshooting or content review. Power user of AI tools like ChatGPT to automate repetitive work, uncover faster insights, and deliver even more value to clients. Qualifications Bachelor’s degree preferred in Marketing, Business, Communications, or related field (or equivalent experience). Strong fluency in written and spoken English. Proven ability to drive results, manage strategic client relationships, and operate independently in a remote work setting. Legally authorized to work in the U.S. Work Schedule & Environment Remote-first, full-time role based in the U.S. Choose from 8am–5pm, 9am–6pm, or 10am–7pm EST schedules (1-hour lunch included; manager approval required). First 3–4 weeks will align with the manager's schedule for onboarding. Must maintain a quiet, professional workspace and high-speed internet connection. Video conferencing required. Compensation & Benefits Base Salary: Range of $45k-55k based on experience. Incentive Pay: Monthly performance bonuses tied to net revenue retention and upsells. Employer Contributed Plans: Medical, Vision, Life and AD+D Insurances. Voluntary Plans: Dental, Critical Illness, Accident and Pet Insurances. Unlimited Paid Time Off + 9 Paid Holidays. 8 Week Paid Maternity Leave. Remote-first Company, Flexible Schedules + Early Out Fridays! 401(k) Plan with 50% Company Match (up to 6%). Employee Assistance Program (free mental health services, financial/legal consultations and more!). Tuition Reimbursement Program (up to $1,800 annually) and Executive Mentorship Program. Leadership Training Program: Learn the basics of how to lead a team! Available to all employees. Ongoing Personalized Coaching and Career Development. Casual Dress and Fun Work Environment. Perks at Work Employee Discount Program. Core Value "Pay It Forward" Initiative, Project Fantastic (client collab) and more! Why Join Us? You’ll help transform how small practices grow—with cutting-edge AI, measurable outcomes, and an all-in-one platform. You’ll join a team of gritty, resourceful experts who thrive in a fast-moving, client-first culture. You’ll get the coaching, career development, and tools to succeed—not just for today, but for long-term career growth. At MyAdvice, we’re committed to building a team that reflects a variety of backgrounds, experiences, and perspectives. We know that skills can be taught, but mindset, grit, and a hunger to grow are what make the difference. If you see yourself in this role—even if you don’t meet every requirement—we strongly encourage you to apply. About MyAdvice We will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it. But along the way, we shall catch excellence.” — Vince Lombardi At MyAdvice, we’re not just helping businesses grow—we’re building a smarter way to do it. Our AI-powered Success Center is a profitability engine that empowers service professionals to add revenue without adding cost. Through intelligent marketing, automation, and streamlined operations, we help our clients convert more opportunities, work more efficiently, and scale sustainably. With over 20 years of expertise and a culture built on grit, growth, and accountability, we’ve evolved from digital marketing roots into a true growth system company. Our platform replaces fragmented tools and disconnected efforts with a unified, data-driven engine — all designed to drive measurable ROI and long-term client success. We believe in building a company as dynamic and resilient as the clients we serve. That starts with people. We are deeply committed to inclusion and diversity. We know the most creative solutions come from different voices, perspectives, and lived experiences. Studies show some people may hesitate to apply unless they meet every qualification. If you bring grit, curiosity, and a commitment to learning — we want to hear from you. Skills can be taught. Mindset matters more. As a performance-driven organization experiencing rapid growth, we value transparency, teamwork, and relentless improvement. We champion career development, continuous learning, and work-life balance — all within a collaborative, energizing environment where your work makes a real impact. At MyAdvice, your ideas matter. Your growth matters. And your effort drives real outcomes for our clients and company alike. #J-18808-Ljbffr