• Own day-to-day administration of HubSpot: contact records, deal stages, pipeline accuracy, custom properties, and lifecycle stages. • Maintain a single source of truth for all member and prospect data - clean, current, and actionable. • Proactively identify and resolve duplicate records, data anomalies, and process gaps before they surface as problems. • Build and maintain workflows, sequences, and automations that support member acquisition, engagement, and retention. • Coordinate with the Partner/Origination and Managing Partner teams to ensure pipeline data reflects real-time activity. • Continuously improve the CRM architecture as the club scales - new pipelines, new stages, new segments. • Track and report on key funnel metrics: applications, conversions, member tenure, engagement signals, and re-engagement triggers. • Surface insights to leadership in a clear, concise format - no noise, just signal. • Build and maintain dashboards that give the team visibility into pipeline health at a glance. • Own audience segmentation and list management for outreach campaigns coordinated with the Director of Community & Operations. • Ensure the right message reaches the right segment at the right time - and that results are tracked cleanly. • Support the operational layer of new member onboarding - ensuring the right communications go out on schedule and that member records are updated as they move through each stage. • Liaise with the Director of Community & Operations to keep onboarding workflows current and optimised.

• As a Customer Success Manager, you will be responsible for ensuring an exceptional customer experience. • You will provide personalized and strategic follow-up for our clients. • You will serve as the primary point of contact for clients in the program. • You will monitor client performance metrics. • You will work closely with internal teams to improve customer service processes and tools.

• Drive customer relationships for a leading educational video platform, and work alongside a high-performing, motivated and sociable team • Oversee a portfolio of schools as the primary contact by developing and maintaining strong relationships with key stakeholders to foster trust and collaboration • Deliver training sessions, workshops, and webinars to educate customers about product features and best practices, ensuring they have the necessary tools for success • Maximise usage within schools by using data and tracking engagement metrics to identify areas for improvement or risk • Ensure successful subscription renewals by proactively building account plans that address client needs and opportunities for growth • Gather customer feedback to relay to product development teams to drive continuous improvements in the product and offerings • Provide regular reports on customer success metrics, progress, and insights to the management team via OKR targets • Work closely with Customer Success and technical teams to address customer inquiries, escalate and resolve product issues, and provide timely support to enhance the customer experience

Role Description This is a Client Strategist role — someone who owns the client relationship, understands marketing strategy at a conceptual level, and serves as the bridge between the client and the fulfillment team. You don't need to be the one pressing buttons in ad accounts — we have dedicated media buyers for execution. But you need to understand strategy well enough to guide the client, explain performance, and direct the team. The governing rule: You just have to know more than the customer. You're a strategist and translator, not a technical operator. You will manage a pod of ~30 clients (20–25 high-ticket + low-ticket accounts), serving as their primary point of contact, strategic advisor, and the person they trust to run their marketing. What You'll Do: - Own client relationships end-to-end — weekly/biweekly calls, text updates, personalized reporting - Understand and communicate funnel strategy — lead gen ads, retargeting, CRM flows, automated follow-up sequences - Review campaign results, identify trends, and translate marketing data into language a business owner understands — no jargon, just results and next steps - Direct creative — guide the creative team on what ads should say and look like based on what's working - Drive retention, upsells, referrals, Google reviews, and testimonials - Hold frame on client calls — our clients are direct, sometimes aggressive, and expect you to run the meeting with confidence - Bridge the gap between client needs and media buyer execution — understand what the client wants, translate it into actionable strategy for the team Qualifications - Blue-collar or trades background — you've worked in or around the trades (HVAC, plumbing, roofing, electrical, landscaping, remodeling, or similar). - Marketing background — you understand what marketing is: funnels, ads, leads, basic metrics. - Extremely articulate — you speak fluently, collectedly, and intelligently. - Sales instinct — this role is more sales than marketing. - Hungry and driven — you're energetic, tech-savvy, constantly learning, and fully bought into the agency's mission. - Proactive communicator — you reach out before the client has to ask "what's going on?" Requirements - Full-funnel experience (ads → CRM → automated follow-up) - Experience with Facebook Ads, Google Ads, or LSAs — even at a conceptual level - Creative direction experience — conceptualizing ad angles, scripting video ads - Agency experience managing multiple accounts - Familiarity with CRM platforms (GoHighLevel, HubSpot, or similar) - SEO fundamentals — enough to have an informed conversation about content and rankings Benefits - $60,000/year base salary - Performance bonus structure tied to retention, upsells, and client satisfaction - Total compensation: $75,000–$85,000 depending on performance - Path to Head of Customer Success as the company scales the pod model - Quarterly in-person team meetups - Fully remote — work from anywhere in US