Client Success Manager

Client Success Manager

**** Local Applicants Only will be considered***
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LUMN, a growing dental marketing company, is on the hunt for a experienced, seasoned Client Success Manager—a role akin to an account executive or project manager. If you are a bright, friendly, organized, and detail-oriented individual with a knack for managing client projects and workflows, we need you!

Key Areas of Responsibility:

• Client Onboarding:
  Kick-off projects with success calls, engage stakeholders, and ensure a smooth onboarding by collecting all necessary information.
• Regular Follow-Up:
  Maintain regular contact with clients through weekly calls and emails to review progress and address any concerns.
• Project Milestone Tracking:
  Use our PM software to keep tabs on milestones, and keep the team and client informed of any risks or delays.
• Quality Assurance:
  Ensure deliverables meet our high standards before presentation to the client.
• Client Communication:
  Uphold protocols for clear client communications, including email formats, status updates, and issue escalation.
• Risk Management:
  
  Identify project risks and develop mitigation strategies.
• Documentation:
  Keep meticulous records of all project details, ensuring everything is up-to-date in Hub Spot and Asana.
• Project Closure:
  Conduct debrief sessions and make sure projects are formally closed out.
• Client Retention and Feedback:
  Use client feedback for continuous improvement.
• Reporting:
  Prepare and present regular status updates and performance metrics.

Essential

Skills:

• Understanding of web design principles
• Proficiency with software and a willingness to learn new tools
• Solid organizational and time management skills
• Exceptional memory and communication skills
• Customer service and project management experience
• Ability to work well with various personalities and build consensus

Qualifications:

• Relevant college degree from top university (required)
• Expert level experience with Google Docs and Drive, Asana, Hub Spot, Dropbox and Slack

Personal Attributes:

• Detailed and punctual
• Positive attitude with a good sense of humor
• A team-player mindset
• Energetic, enthusiastic, and client-oriented

Compensation and Benefits:

• Annual competitive starting salary
• Paid time off (Two weeks per year)
• All typical holidays
• 401K / HSA
• Paid access to local physician for employee and family.

LUMN Core Values:

• We Are Ridiculously Responsive.
• Our Clients Are Our Friends.
• We Take Pride in Our Craft.
• We Are Givers.
• We Practice Kaizen.
• We Are Wise Stewards.
• We Are Professional and Have Fun.