Client Success Manager

Hi, we’re Technology Advice. We are a remote‑first company that helps B2B tech buyers manage the complexity and risk of the buying process.

All positions are open to remote work unless otherwise specified.

We’re seeking a Client Success Manager who will work closely with the Client Success team, ensuring a seamless experience for clients from onboarding to product delivery. The ideal candidate shares our passion and tenacity for technology and thrives in a collaborative environment.

United Kingdom.

• Partner with Client Success and Sales to review signed agreements, clarify deliverables, and set accurate client expectations.
• Participate in all assigned internal planning calls and post-sale client calls, ensuring key takeaways and next steps are documented.
• Prepare and deliver Kick‑Off Call decks, leading assigned agenda sections, and ensuring client alignment.
• Collect, verify, and organize all creative assets, targeting details, and launch materials before campaign start dates.
• Monitor campaign pacing daily and flag potential under delivery or performance risks to Client Success and Sales, providing actionable recommendations.
• Respond to all client inquiries within the agreed SLA (e.g., same business day), maintaining Technology Advice’s reputation for speed and reliability.
• Work with Client Success Team Members and Sales to respond to client feedback and provide recommendations and optimizations for their campaigns.
• Document client feedback in the appropriate system for visibility across internal teams.
• Recommend and implement optimizations based on performance trends, client feedback, and category insights.
• Proactively identify upsell or cross‑sell opportunities and share with Sales.
• Liaise with Product, Operations, and other internal teams to address client questions and resolve issues.
• Utilize several internal tools to review and analyze data, manage client accounts, and support client needs effectively.
• Contribute to process documentation and efficiency initiatives; test and refine new workflows.
• Assist with onboarding and mentoring new team members.

• 2–4 years in client account management, campaign management, or a related client‑facing role, preferably within B2B media, marketing, or advertising.
• Proven ability to maintain consistent, professional client communication through Slack, email, and Zoom, with a record of meeting agreed SLAs for response times.
• Demonstrated success managing time and priorities across multiple projects, ensuring smooth collaboration with cross‑functional teams and zero missed client deadlines.
• Experience preparing detailed campaign performance summaries, interpreting data, and tracking goals and KPIs to ensure program delivery meets or exceeds contractual commitments.
• Skilled in maintaining accurate account health insights and keeping Salesforce or similar CRM systems updated with 95% or higher data accuracy.
• Highly detail‑oriented in reviewing campaign deliverables and leads for accuracy, alignment with targeting criteria, and compliance with client specifications, particularly during initial delivery phases.
• Recognized creative problem‑solver with proven analytical and critical thinking skills, capable of identifying issues and implementing actionable solutions.
• Thrives in fast‑paced, high‑volume environments and adapts strategies quickly to changing client priorities and business needs.

• 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.
• Private Health & Dental Insurance: comprehensive coverage, including discounted gym memberships and additional perks.
• Paid Time Off: start with 25 days of holiday per year, with an additional day added for each year of service.
• Parental Leave: supportive maternity and paternity leave policies.
• Salary Sacrifice Nursery Benefit: save on childcare costs with our tax‑efficient program.
• Life Assurance: peace of mind with coverage to protect your loved ones.
• Pension Plan: invest…