Client Success Manager @ Amplified Advisors | Jobright.ai
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Amplified Advisors · 17 hours ago

Client Success Manager

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Marketing Services
Hiring Manager
Joseph Riley
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Responsibilities

Client Performance Monitoring: Regularly review and monitor client account performance metrics to identify opportunities for improvement and proactively address any issues.
Client Check-In Calls: Schedule and conduct regular client check-in calls to discuss progress, gather feedback, and provide updates on performance and next steps.
Onboarding Assistance: Support the onboarding process for new clients, ensuring a seamless transition and setting clear expectations for their journey with Amplified Advisors.
Client Relationship Management: Serve as the main point of contact for client communication, building strong relationships to enhance trust, satisfaction, and retention.
Issue Resolution: Identify potential client challenges early and coordinate with internal teams to troubleshoot and implement solutions before they escalate.
Collaboration with Teams: Work closely with the advertising, marketing, and tech teams to ensure client campaigns run smoothly and align with their specific needs and objectives.
KPI Tracking and Reporting: Monitor and report on key performance indicators related to client retention and lifetime value, using tools like ClickUp, HighLevel, and Google Suite.
Process Adherence and Improvement: Follow established processes while continuously seeking ways to enhance workflows and prevent potential client issues.
Feedback Collection: Gather client feedback during check-ins and document insights for the internal team to refine and improve our services.
Proactive Communication: Maintain open lines of communication with clients through Discord, emails, and scheduled video calls to ensure they feel supported and informed.

Qualification

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Client Relationship ManagementAccount Performance OversightClickUpGoogle SuiteDiscordHighLevel

Required

Experience in client-facing roles, preferably within professional services, client success, or account management.
Experience in managing and monitoring client account performance, ensuring consistent progress toward client goals and KPIs.
Ability to coordinate with internal teams, including marketing, advertising, and tech departments, to enhance client experiences and outcomes.
Comfortable with remote work environments, participating in video calls, and utilizing remote communication tools.
Proficiency in using ClickUp, Google Suite, Discord, and HighLevel, or similar platforms for tracking client interactions, managing tasks, and reporting.

Company

Amplified Advisors

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#1 Done-For-You Marketing Solution For Financial Advisors & CPAs ➡️ You Grow or You Don't Pay

Funding

Current Stage
Early Stage

Leadership Team

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Joseph Riley
Founder
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Company data provided by crunchbase
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Orion

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