Client Success Specialist, Project Manager

Job Description

Job Description

Description:

Overview

Incline Marketing is a client-driven marketing agency delivering solutions across Local SEO, Local Services Ads, PPC, Email, Web Design, Paid Social Media, Branding, Generative Engine Optimization, and other integrated marketing services.

The Client Success Specialist, Project Manager owns day-to-day execution management across assigned client accounts. This role ensures communication cadence, reporting accuracy, documentation discipline, and operational consistency while supporting Director- and Senior Manager-led strategy across each client’s active service mix.

This role is remote, with the expectation of being able to visit and operate out of one of the corporate office locations as needed and for occasional on-site meetings where in-person collaboration is required.

Why you should join us!

• Competitive salary and comprehensive benefits package to include medical, dental and vision, 401K, supplemental insurance, and FSA. Flexible paid vacation days, sick leave, holidays, and much more!
• Friendly, hard-working, and collaborative team!

Key Responsibilities

Client Execution Ownership

• Own day-to-day execution management across assigned clients, ensuring communication, timelines, and deliverables remain on track.
• Manage client communication rhythms, including meeting coordination, agendas, recaps, follow-ups, and responsiveness.
• Ensure action items, priorities, approvals, and next steps are clearly documented, communicated, and tracked.
• Support preparation of client-ready insights, materials, reporting updates, and performance summaries.
• Maintain a consistent and professional client experience through organized communication and disciplined follow-through.

Operational Excellence & Workflow Management

• Own key client operating rhythms, including weekly calls, monthly reporting support, project tracking, and QBR preparation support.
• Track timelines and deliverables to ensure on-time completion.
• Maintain CRM, project management, reporting, and workflow documentation accuracy.
• Support SOW submissions, billing coordination, and invoice processing as needed.
• Proactively identify risks, blockers, missing information, or misalignment and escalate early with context.
• Ensure client files, notes, status updates, and documentation remain organized and current.

POD & Cross-Functional Coordination

• Support coordination across assigned POD members, ensuring timelines, responsibilities, dependencies, and deliverables are clear.
• Track which services are active for each client, including SEO, PPC, LSA, Social, Email, Web, Creative, Branding, and other applicable services.
• Ensure each active service line has the information needed to execute work accurately and on time.
• Assist in organizing deliverables across multiple service lines into cohesive client updates.
• Partner with internal specialists to align execution to client priorities and Director- or Senior Manager-led strategies.
• Build a foundational understanding of Incline services and how each contributes to broader client outcomes.

ROR TOF Media Support

• Support the collection and documentation of client requirements for ROR top-of-funnel media products.
• Track campaign details, budgets, audience inputs, geographic priorities, timelines, approvals, launch requirements, reporting needs, and next steps related to ROR media execution.
• Coordinate follow-ups between the client, Incline POD members, and ROR execution teams.
• Ensure required campaign information is accurate, complete, and delivered to ROR teams on time.
• Help integrate ROR media updates into broader client reporting and communication materials.
• Flag missing information, timeline risks, approval delays, or communication gaps to the Senior Client Success Manager or Director of Client Success.

Professional Growth & Client Leadership Development

• Demonstrate increasing strategic fluency across digital marketing and client success best practices.
• Develop toward greater client leadership responsibility through strong execution judgment and proactive internal partnership.
• Build confidence in client communication, performance reporting, and multi-service coordination.
• Gradually assume increased ownership of client communication, execution planning, and problem-solving under team mentorship.

What Success Looks Like

• Consistent, accurate execution across assigned client deliverables and operating rhythms.
• Strong organization and documentation across client engagements.
• Client POD members have clear information, timelines, responsibilities, and next steps.
• Active client services are tracked and coordinated effectively.
• ROR TOF media requirements are complete, accurate, and delivered on time when applicable.
• Client communication is timely, professional, and well organized.
• Reporting materials are accurate and supported by clear inputs from active service lines.
• Risks, blockers, or missing details are flagged early.
• Visible growth in strategic understanding, client communication, and readiness for expanded ownership.

Qualifications

• Demonstrated ability to manage client workstreams, timelines, and deliverables.
• Experience in marketing, account management, client services, or project coordination preferred.
• Strong organizational skills and attention to detail.
• Clear written and verbal communication.
• Ability to manage multiple priorities and deadlines.
• Foundational familiarity with digital marketing channels and workflow tools preferred.
• Interest in building knowledge across SEO, PPC, LSA, Social, Email, Web, Creative, Branding, and related services.
• Working experience with CRM, project management, reporting, and collaboration tools preferred.

ROR Holdings is an Equal Opportunity Employer. ROR’s policy is not to discriminate against any applicant or employee based on actual or perceived race, age, sex or gender (including pregnancy), marital status, national origin, ancestry, citizenship status, mental or physical disability, religion, creed, color, sexual orientation, gender identity or expression (including transgender status), veteran status, genetic information, or any other characteristic protected by applicable federal, state or local law. ROR Partners also prohibits harassment of applicants and employees based on any of these protected categories. ROR Partners will provide accommodation for applicants as needed.