Customer Success Manager

Customer Success Manager

If you are seeking to work hard and pursue excellence, then you might be right for our team! At MyAdvice, we help over 2,000 healthcare and legal practices grow through our all-in-one digital marketing and AI-powered Success Center platform. Our Customer Success Managers, internally referred to as Marketing Coaches, are strategic growth advisorshelping clients achieve measurable business outcomes through modern marketing strategies, efficient tool usage, and consistent consultation. You'll lead client relationships across their lifecycle: setting goals, reviewing performance, advising on digital marketing best practices, and enabling product adoption. You'll connect insights across our product suite into one cohesive, ROI-driven client experience. As the bridge between clients and our internal teams, your leadership directly impacts client retention, satisfaction, and expansion.

We're building a team of strategic, tech-savvy advisors who embrace AI as a core part of how we workwhether it's streamlining communication, personalizing client recommendations, or uncovering insights faster. At MyAdvice, tools like ChatGPT aren't just a noveltythey're part of how we scale excellence. Our ideal candidate has deep experience advising SMB clients in a SaaS or marketing tech environment. They're skilled communicators, growth-minded strategists, and confident problem-solvers. You'll thrive here if you enjoy working in a fast-paced, high-accountability environment where your success is tied directly to your clients' growth.

Key Responsibilities

• Serve as the primary advisor for a portfolio of clients, driving profitable growth through structured marketing strategies and proactive consultation.
• Facilitate onboarding, goal alignment, and milestone planning that ties marketing strategy directly to revenue and operational goals.
• Guide clients in using the MyAdvice Success Center to generate and convert leads, automate operations, and scale efficiently.
• Encourage consistent usage of tools within our platform, provide training, and help reinforce the behaviors that will enable clients to achieve their goals.
• Proactively monitor KPIs and account health to flag risk and implement retention strategies grounded in business value.
• Guide strategic conversations that strengthen trust, improve satisfaction, and encourage renewals, referrals, and reviews.
• Lead regular video meetings to review analytics, align on priorities, and recommend action plans tailored to each client's industry and goals.
• Turn performance reports into compelling stories that inspire decisions and measurable action.
• Work closely with internal teams to coordinate successful execution of strategic plans.
• Ensure timely delivery of client-facing deliverables, tracking updates in CRM and communication platforms.

Must-Have Skills & Experience

• 5+ years of experience in Customer Success, Client Strategy, or Marketing Consultingpreferably in SaaS or digital marketing environments.
• Exceptional communication skillswritten and verbalwith ability to lead strategic conversations and simplify complex ideas.
• Experience managing SMB clients and tying strategies directly to business outcomes like revenue growth and ROI.
• Confidence in resolving client escalations with urgency and empathy.
• AI-Enabled Mindset - You're eager to explore and use tools like ChatGPT or Jasper to save time, improve quality, and drive results. You don't need to be an expertbut you need to be curious and adaptable.
• Strong time management and ability to thrive in a high-paced, client-facing environment with multiple priorities.
• Ability to manage a high volume of client accounts (between 200-300) and hold 5 client calls daily.

Highly Desirable (Preferred)

• Strong digital marketing acumen: solid understanding of strategies like local SEO, PPC, and Social Media marketing.
• Experience with Customer Success & CRM platforms like Planhat and Hubspot.
• Experience with analytics tools like Google Analytics and Google Search Console.
• Knowledge of paid ad platforms (Google Ads, Facebook Ads Manager).
• Hands-on experience supporting healthcare or legal clientsor other high-trust service businesses.
• Basic understanding of HTML or CMS like Wordpress for light troubleshooting or content review.
• Power user of AI tools like ChatGPT to automate repetitive work, uncover faster insights, and deliver even more value to clients.

Qualifications

• Bachelor's degree preferred in Marketing, Business, Communications, or related field (or equivalent experience).
• Strong fluency in written and spoken English.
• Proven ability to drive results, manage strategic client relationships, and operate independently in a remote work setting.
• Legally authorized to work in the U.S.

Work Schedule & Environment

• Remote-first, full-time role based in the U.S.
• Choose from 8am5pm, 9am6pm, or 10am7pm EST schedules (1-hour lunch included; manager approval required).
• First 34 weeks will align with the manager's schedule for onboarding.
• Must maintain a quiet, professional workspace and high-speed internet connection. Video conferencing required.

Compensation & Benefits

• Base Salary: Range of $45k-55k based on experience
• Incentive Pay: Monthly performance bonuses tied to net revenue retention & upsells
• Employer Contributed Plans: Medical, Vision, Life and AD+D Insurances
• Voluntary Plans: Dental, Critical Illness, Accident and Pet Insurances
• Unlimited Paid Time Off + 9 Paid Holidays
• 8 Week Paid Maternity Leave
• Remote-first Company, Flexible Schedules + Early Out Fridays!
• 401(k) Plan with 50% Company Match (up to 6%)
• Employee Assistance Program (free mental health services, financial/legal consultations and more!)
• Tuition Reimbursement Program (up to $1,800 annually) and Executive Mentorship Program
• Leadership Training Program: Learn the basics of how to lead a team! Available to all employees.
• Ongoing Personalized Coaching and Career Development
• Casual Dress and Fun Work Environment
• Perks at Work Employee Discount Program
• Core Value "Pay It Forward" Initiative, Project Fantastic (client collab) and more!

Why Join Us?

You'll help transform how small practices growwith cutting-edge AI, measurable outcomes, and an all-in-one platform. You'll join a team of gritty, resourceful experts who thrive in a fast-moving, client-first culture. You'll get the coaching, career development, and tools to succeednot just for today, but for long-term career growth.

At MyAdvice, we're committed to building a team that reflects a variety of backgrounds, experiences, and perspectives. We know that skills can be taught, but mindset, grit, and a hunger to grow are what make the difference. If you see yourself in this roleeven if you don't meet every requirementwe strongly encourage you to apply.