Customer Success Manager

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 advisors—helping 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 work—whether it’s streamlining communication, personalizing client recommendations, or uncovering insights faster. At MyAdvice, tools like ChatGPT aren’t just a novelty—they’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.

• Strategic Client Leadership:
  Serve as the primary advisor for a portfolio of clients, driving profitable growth through structured marketing strategies and proactive consultation.
• Onboarding and milestone planning:
  Facilitate onboarding, goal alignment, and milestone planning that ties marketing strategy directly to revenue and operational goals.
• Drive Profitable Growth Outcomes:
  Guide clients in using the MyAdvice Success Center to generate and convert leads, automate operations, and scale efficiently.
• Encourage tool adoption:
  Provide training and reinforce the behaviors that will enable clients to achieve their goals.
• Churn Prevention and Client Advocacy:
  Proactively monitor KPIs and account health to flag risk and implement retention strategies grounded in business value.
• Strategic conversations that strengthen trust, improve satisfaction, and encourage renewals, referrals, and reviews.
• Recurring Consultation and Performance
  
  Coaching:
  
  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.
• Cross-Team
  
  Collaboration:
  
  Work closely with internal teams to coordinate successful execution of strategic plans and ensure timely delivery of client-facing deliverables.

• 5+ years of experience in Customer Success, Client Strategy, or Marketing Consulting—preferably in SaaS or digital marketing environments.
• Exceptional communication skills—written and verbal—with 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:
  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 expert—but 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.

• Strong digital marketing acumen: solid understanding of 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 clients—or other high-trust service businesses.
• Basic understanding of HTML or CMS like Word Press…