Client Success Manager, Boston Area

Hi, we’re TechnologyAdvice.

At TechnologyAdvice, we pride ourselves on helping B2B tech buyers manage the complexity and risk of the buying process. We are a trusted source of information for tech buyers, delivering advice and facilitating connections between our buyers and the world’s leading sellers of business technology. 

Headquartered in Nashville, Tennessee, we are a remote-first company with more than 20 digital publications and over 500 global team members in the US, UK, Singapore, Australia, and the Philippines. We’re proud to have been repeatedly recognized as one of America’s fastest growing private companies by Inc., as well as a Tennessee top workplace. We work hard each day and have fun, too, with monthly virtual events, recreational slack channels, and the occasional costumed dance from our CEO.

All positions are open to remote work unless otherwise specified in the requirements below. 

 

The opportunity

Our client success team focuses on the happiness of our clients. Each Client Success Manager is the main point of contact for a batch of specific accounts and works closely with TechnologyAdvice sales, operations, and technology teams to ensure the greatest experience from onboarding to delivered product. It’s their job to take what’s been sold to the client, gather all the materials we need to get started, build out the program in our internal systems, and manage ongoing client communication. As such, the Client Success Manager is an expert on our processes and capabilities and we rely on them to translate this knowledge to clients.

Location: Boston, Massachusetts (Hybrid)  

What you'll do

• Attend in-person workdays at the client’s office twice weekly (up to 10 times per month).
• Collaborate with Client Success and Sales counterparts to understand what has been sold to a client and how we should manage expectations throughout the program.
• Quickly respond to all client emails/requests (we pride ourselves on a quick response time and being easy to work with).
• Establish a trusted advisor relationship with each assigned client and drive continued value of our products and services.
• Create client programs in our Salesforce platform and troubleshoot any issues with program or leads.
• Respond to client feedback and provide recommendations and optimizations for their campaigns.
• Conduct cadenced outreach to customers, checking in on their campaigns and touching base to review performance and gather feedback. 
• Work with clients to understand program performance and provide strategic guidance on tactics to improve program targeting.
• Onboard new clients and develop and present Campaign Reviews to discuss high-level business strategy with top clients.
• Help establish processes to increase efficiency and offer creative solutions to solve problems.

 

Who you are

• 1- 3 years of professional experience maintaining regular client communication through digital channels such as Slack, email, and Zoom
• Skilled in managing time and prioritizing tasks across team projects, ensuring smooth coordination and attention to detail while handling multiple clients
• Eager to learn and develop skills in preparing detailed campaign summaries, analyzing data, and tracking client goals and KPIs to ensure program success aligns with expectations
• Familiar with maintaining account health insights and ensuring Salesforce or similar CRM systems are kept up-to-date and accurate
• Detail-oriented and organized, capable of reviewing leads for accuracy and alignment with targeting criteria, especially during initial campaign delivery
• Creative problem-solver with strong analytical and critical thinking skills
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward

 

What we offer you

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives.
• Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays.
• Remote-First Culture: Work from the comfort of your home.
• Flexible PTO: Take the time you need, when you need it.
• Health Coverage: Medical, dental, and vision plans for you and your family.
• Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage.
• 401K with Match: Secure your future with our company-matched retirement savings.