Client Success Manager

Summary About the Role We're looking for an exceptional Client Success Manager who thrives in organized chaos, loves building relationships, and can confidently guide clients through complex projects without letting anything fall through the cracks. Must speak perfect english, be tech-savvy - and be available EST. working hours. Number of hours weekly is flexible. Please see application first step below. Our clients rely on us to build and implement sophisticated systems and workflows. Your role is to become the trusted point of contact who keeps projects moving, translates technical work into language clients understand, and helps clients move from feeling overwhelmed to feeling confident. This is equal parts project management, relationship management, and executive support. What You'll Do Client Relationship Management * Serve as the primary day-to-day point of contact for assigned clients. * Build trusted relationships through proactive communication and consistent follow-up. * Conduct weekly client review meetings to review priorities, progress, roadblocks, and next steps. * Help clients prioritize when they're feeling overwhelmed and create clear action plans. * Explain technical concepts and implementation progress in a simple, reassuring way. * Advocate for clients internally while managing expectations professionally. Project Coordination * Review and manage complex client portfolios within Monday.com. * Keep project boards accurate, organized, and up to date. * Coordinate with our internal implementation team to ensure deadlines and deliverables stay on track. * Identify bottlenecks early and proactively resolve them. * Ensure action items are assigned, documented, and completed. Communication * Manage client Slack channels and maintain responsive, organized communication. * Summarize meetings and document decisions, next steps, and responsibilities. * Follow up consistently to ensure momentum is maintained. * Escalate issues when necessary while maintaining a calm, solutions-focused approach. Process & Organization * Organize documentation within Google Drive. * Maintain clear records of client communications and project status. * Help improve internal client success processes as the company grows. * Create clarity and structure for both clients and internal teams. What We're Looking For Required Experience * 3+ years in Client Success, Account Management, Project Management, or a similar client-facing role. * Experience managing multiple complex client accounts simultaneously. * Strong experience using Monday.com (or similar project management platforms). * Extensive experience with Google Workspace, especially Google Drive. * Comfortable managing communication through Slack. You Are... * Exceptionally organized and detail-oriented. * Patient, empathetic, and emotionally intelligent. * Calm under pressure and able to de-escalate stressful situations. * An outstanding communicator, both verbally and in writing. * Skilled at translating complex information into language clients easily understand. * Proactive—you identify issues before they become problems. * Comfortable working with high-performing teams and demanding clients. * Able to balance warmth with accountability. Bonus Points * Experience working with founders, executives, or small business owners. * Experience supporting clients during organizational change or system implementations. * Familiarity with CRM platforms and workflow automation tools. * Experience in consulting, agency, operations, or technology environments. Success in This Role Looks Like Within your first 90 days, you will: * Confidently lead weekly client review meetings. * Become the trusted advisor for your assigned accounts. * Maintain highly organized Monday.com boards and Google Drive documentation. * Keep Slack communication clear, timely, and actionable. * Reduce client confusion and overwhelm by providing clarity and consistent follow-through. * Build strong internal partnerships with our implementation team to ensure projects continue moving forward. Our Ideal Candidate This role is perfect for someone who genuinely enjoys helping people. You naturally bring calm to stressful situations, love creating order from complexity, and find satisfaction in making clients feel supported and understood. You're the kind of person who can walk into a meeting where everyone feels overwhelmed, listen carefully, simplify the situation, establish clear priorities, and leave everyone feeling confident about the path forward. If that sounds like you, we'd love to meet you. To apply - send a 2 minute loom introducing yourself. Let us know the last position that you were in that prepped you for this role.