Client Success Manager & ClickUp Expert (MX)

The mission of the Client Success Manager is to foresee problems before they happen, ensure clients win big, and make the business the gold standard for agency-client experience in our category.Be more than a fixer—be the resource clients rely on for outcome-driven support, business-growth strategy, and precise, confident delivery. You are the difference between “just another agency” and a company our clients can finally trust.OUTCOMESOwn onboarding, setup, and campaign launches using ClickUp, Atlas, and agency-approved SOPs—zero missed details, no timeline slips.Deliver a world-class onboarding and support experience that feels elite, not just adequate.Respond to clients within 12 hours (acknowledgment), and within 48 hours deliver solutions, next steps, or team escalations.Major KPI: client satisfaction and retention. Make churn rare, expansion normal.Proactively surface upsell/cross-sell opportunities (SEO, GBP, new web, etc.)—initiate the conversation, don’t wait to be asked.Identify issues (scope drift, delay, unclear reporting) before they become fires—close the loop with ops/fulfillment so nothing festers.COMPETENCIESOrganized: Juggles 15+ clients in ClickUp without losing a thread.Service-oriented: Pushes for client wins, not just “status green.”Efficient: Prioritizes, doesn’t drown in busywork.Detail-obsessed: Checks everything before it goes out. No slop.Work ethic: Demands the best from self and team; works smart, not just “hard.”High standards: Calls out lazy, slow, or poorly executed work or process.Ownership: Owns results, asks for backup fast when roadblocks hit.WHAT THIS JOB ENTAILSManage all day-to-day client relationships (email, Slack, calls, ClickUp pulse updates).Guide clients through the entire lifecycle—from Close Won in CRM to onboarding call, to campaign launch, to expansion/check-ins, to offboarding.Be the process enforcer for SOPs, comms cadence, setup checklists, and reporting—the shield and the spear between client and agency.Coordinate with PMs, ops, and leadership; escalate gaps fast.Deliver and document all comms, actions, and updates in ClickUp and client Slack.Identify and authentically sell the RIGHT upsells/expansions—no quota-chasing.REQUIREMENTSAgency-side client-facing experience (Bonus for contractors/trades vertical).Hands-on with ClickUp, Slack, Google Workspace. Bonus: Search Atlas, SaaS dashboards.ClickUp expertise: able to build and manage workflows, automations, dashboards, and optimize processesElite written and verbal English—sets boundaries, explains strategy clearly.Fierce attention to detail. Self-motivated and willing to call out broken process or slackers.1+ year in client service/delivery position managing $5k+/mo accounts.Can keep up in a rapid Slack/ClickUp-driven culture—no hiding, no lagging.Comfortable learning new SOPs, running onboarding on Zoom, writing killer email updates.BENEFITSRun remote, outcome-based—you get freedom if you deliver impact.Performance comp structure (base + commissions/upsell).Unlimited leave and personal growth track—promotion only limited by your performance.Work directly with senior ops and a CEO who calls BS, gives praise, and moves fast.Real access to the tools, frameworks, and 7–8 figure playbook—not agency busywork.OTHER BENEFITS:Client Relationship : You will be directly working with the client. This means that you will communicate with the client, provide services, and address any client-related matters independently.Payments : All payments for your services will be handled by the client. Elevate and Delegate is not involved in processing your payroll. Your salary will directly go to you. Vacation Leaves and Holidays : While we may have recommendations or guidelines regarding vacation leaves and holidays, the decision is entirely at the discretion of the client. You are expected to align your schedule with the client’s business needs and any specific policies or preferences they may have in this regard. Salary: Up to $2,000Role type: Full-time, fully remoteTime Zone: EST