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Linear Agency logo
Linear Agency

Award-Winning DTC Performance Creative and Growth Marketing Agency.

Client Success Manager

Location

United States

Posted

22 days ago

Salary

$50K - $80K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Client Success Manager

Linear Agency

• Primary point of contact for 30–60 assigned accounts across the entire engagement • Manage dedicated Slack channels — respond within 2 hours during business hours • Understand each client's business goals, pain points, and competitive landscape to advise strategically • Conduct congratulations calls — first touchpoint after client signs • Run onboarding calls — walk clients through systems, set up CRM, connect calendars, review ad guidelines, complete all onboarding forms • Lead launch calls — present ROI expectations, confirm ad budgets, review ad creatives, walk through patient journey, ensure backup cards are on file • Lead weekly and bi-weekly check-in calls — address concerns, review campaign performance, discuss strategy pivots • Monitor campaign performance — track lead flow, cost per lead, show rates, booking rates, conversion metrics; flag issues before clients notice • Track appointment statuses (showed, no-show, cancelled, rescheduled) the day after each booking • Coordinate with media buyers on creative feedback and strategy changes • Coordinate with onboarding/tech team on funnel builds, CRM setup, and technical integrations • Identify upsell and account expansion opportunities across portfolio • Spot at-risk accounts early through engagement tracking and sentiment analysis; intervene before clients consider leaving • Turn satisfied clients into case studies, testimonials, and referral sources • Maintain ClickUp task organization, update client cards, track deliverables and timelines • Prepare monthly performance summaries with campaign results, lead data, and strategic recommendations • Update DEFCON status, communication recency, and billing information in ClickUp

Job Requirements

  • 2–4 years Client Success Manager experience in B2B SaaS or agency settings
  • Healthcare or medical marketing experience strongly preferred
  • Proven track record of 90%+ client retention and account growth
  • Excellent written communication — 60%+ of client interaction happens over Slack
  • Data-driven mindset — translate campaign metrics into client-facing insights
  • Proactive problem-solving — prevent fires, not just put them out
  • Ability to manage 30–60 concurrent client relationships without things falling through the cracks
  • Experience with CRM platforms and project management tools

Benefits

  • Fully remote with flexible scheduling (main hours 9-5 EST)
  • We invest into each of our team members
  • Clear path to a leadership position

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