Job Description
As a Client Success Representative, you will be the primary point of contact for chiropractic, dental, and medspa clinics. Your role will involve ensuring campaigns drive real results and clients remain informed, confident, and happy.
This position requires blending client communication, data-driven performance management, and coordination with internal teams to maintain smooth operations from onboarding to ongoing optimization.
* Be the main point of contact for each clinic client.
* Communicate daily via calls, emails, and texts, keeping clients informed before they have to ask.
* Provide clear updates on campaign performance, next steps, and upcoming improvements.
* Build trust through responsiveness, proactivity, and transparency.
Client Onboarding Process
* Lead new clients through setup: ensuring tracking, GoHighLevel, and campaigns are properly configured.
* Set expectations around timelines, deliverables, and what strong performance looks like.
* Ensure a smooth and confident start to each new client relationship.
Monitor and Troubleshoot Campaigns
* Review ad and funnel performance daily, track metrics like CPL, leads generated, bookings, show rate, and conversion rate.
* Identify drops or issues early (e.g., 'show rate dropped 20% this week') and diagnose potential causes.
* Suggest actionable fixes: whether it's a follow-up tweak, schedule adjustment, or new messaging.
Coordinate with Delivery Teams
* Communicate findings and improvement plans to the right team members (media buyers, appointment setters, etc.).
* Ensure changes are executed effectively and followed through.
* Bridge the gap between performance data and hands-on execution.
Responsibilities
* 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.