7FigureDocs

• Manage 30–50+ client accounts as the main point of contact • Lead client support and strategy calls • Oversee projects, timelines, and deliverables • Help build and manage marketing funnels and automations • Identify and recommend upsell opportunities when appropriate • Communicate with clients via email, phone, and messaging platforms • Collaborate with internal teams via Slack

• Manage 30–50+ client accounts as the main point of contact • Lead client support and strategy calls • Oversee projects, timelines, and deliverables • Help build and manage marketing funnels and automations • Identify and recommend upsell opportunities when appropriate • Communicate with clients via email, phone, and messaging platforms • Collaborate with internal teams via Slack

• Conducting discovery + sales calls with Doctors & Lawyers • Following our proven script and sales framework • Managing your CRM pipeline daily and accurately • Closing new clients on our marketing programs • Bringing strong energy, professionalism, and integrity to every call • Participating in coaching, feedback, and team performance reviews

• Manage 30–50+ client accounts as the main point of contact • Lead client support and strategy calls • Oversee projects, timelines, and deliverables • Help build and manage marketing funnels and automations • Identify and recommend upsell opportunities when appropriate • Communicate with clients via email, phone, and messaging platforms • Collaborate with internal teams via Slack

• Manage marketing projects from start to finish. • Oversee funnel building and automation setup. • Integrate systems (CRM, email, SMS, calendars, etc.). • Create and manage landing pages and forms. • Collaborate with designers, copywriters, and media buyers.

• Onboarding new clients and crafting compelling offers with your copywriting skills. • Communicating the marketing strategy to new clients and providing them with clear expectations. • Launching and optimizing paid search and paid social campaigns. • Tracking and reporting data analytics to your internal team members. • Communicating with your team via Slack. • Managing projects for assigned accounts on Monday.com

• Onboard new clients and collaborate on offer development and ad strategy • Communicate campaign strategy and set clear expectations with clients • Launch, manage, and optimize paid social and paid search campaigns • Monitor performance, analyze data, and report insights internally • Coordinate with team members via Slack • Manage account-related projects using Monday.com • Oversee and optimize campaigns across a portfolio of active client accounts

• Manage 30–50+ client accounts as the main point of contact • Lead client support and strategy calls • Oversee projects, timelines, and deliverables • Help build and manage marketing funnels and automations • Identify and recommend upsell opportunities when appropriate • Communicate with clients via email, phone, and messaging platforms • Collaborate with internal teams via Slack

• handle a variety of duties that pertain to the growth of the company • project management • relationship building • building marketing website funnels and backend automation • support/strategy calls with clients • upselling clients into higher packages • being fully responsible for the success of the client • full team communication through Slack • support calls, texts, and emails with 30 to 50+ client accounts

• Take ownership of all cancel-threat and escalated client cases the same/next day • Maintain a "Save Rate" of 33% or higher for at-risk clients • Proactively identify red flags across active accounts and intervene early • Handle urgent matters (billing complaints, strategy misalignment, miscommunication) with precision and professionalism • Reaffirm the value of our service and “re-close” clients during periods of dissatisfaction • Conduct live Zoom calls, loom videos, and written responses that calm, clarify, and compel clients to stay • Collaborate with Account Managers and Billing to create recovery plans, negotiate resolutions, and reinforce our commitment to success • Work hand-in-hand with the VP of Client Success to execute client retention strategies • Keep a pulse on client satisfaction trends and provide feedback loops to internal departments • Participate in weekly leadership syncs and client success meetings • Oversee the company’s client journey board in Monday.com — proactively identify and resolve bottlenecks by collaborating closely with Account Managers and communicate directly with the clients