Client Success Manager
Job Title Overview:
This position entails owning relationships with agency clients, focusing on chiropractic, dental, and medspa clinics. The Client Success Manager will balance client communication, performance-driven management, and internal team coordination for seamless operations.
Daily Communication Responsibilities:
* Be the primary contact for each clinic client.
* Communicate regularly via calls, emails, and texts to keep clients informed proactively.
* Provide clear updates on campaign performance, next steps, and upcoming improvements.
* Build trust through responsiveness, initiative, and transparency.
New Client Onboarding:
* Guide new clients through setup: ensuring tracking, GoHighLevel, and campaigns are properly configured.
* Establish expectations around timelines, deliverables, and what strong performance looks like.
* Ensure a smooth start to each new client relationship.
Campaign Performance Monitoring:
* Review ad and funnel performance daily, tracking metrics like CPL, leads generated, bookings, show rate, and conversion rate.
* Identify drops or issues early and diagnose potential causes.
* Suggest actionable fixes: whether it's a follow-up tweak, schedule adjustment, or new messaging.
Internal Team Collaboration:
* Communicate findings and improvement plans to relevant team members.
* Ensure changes are executed effectively and followed through.
* Bridge the gap between performance data and hands-on execution.
Key Performance Indicators (KPIs):
* Client performance metrics (leads, bookings, show %, close %).
* Client satisfaction, retention, and renewal rates.
* Proactive, fast communication and problem-solving.
* Strategic understanding of marketing and sales processes, connecting data insights to business outcomes.