Client Success Manager & ClickUp Expert | Digital Marketing Agency

About the business

The company exists to drive booked revenue, market authority, and real growth for contractors and pool builders—not just “leads.” It is not another “nice” agency, but a team of true operators. Clients are backed with systems, reporting, and results that set the industry standard. The team operates on ClickUp, Slack, Search Atlas, Google Workspace, and ironclad Standard Operating Procedures built to scale. The organization avoids chaos, thrives on accountability, and seeks only A-players who are driven to build something real.

You should work here if you:

• Crave a team that doesn’t tolerate mediocrity, cuts through noise, and builds marketing engines to win long-term.
• Want a clear playbook—but the freedom (and pressure) to run it without micromanagement.
• Are obsessed with clarity, results, and keeping clients for years, not months.
• Want to see your work actually move the dial for businesses that matter.

MISSION

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.

OUTCOMES

• Own 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.

COMPETENCIES

• Organized: 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 ENTAILS

• Manage 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.

• Agency-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 processes
• Elite 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.

• Run 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 $2,000

Role type: Full-time, fully remote

Timezone: EST

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Application Process:

• As part of your application, you’ll be asked to record your responses to the initial interview questions through a Loom video (questions & instructions are in the application page).
• Our team will carefully review your submission, and if shortlisted, we’ll share your responses with the client for their review and next steps.
• Please treat this recording as you would a real interview:
• Come prepared and make sure you’re clearly visible on camera.
• Record your answers in a quiet, well-lit, and clutter-free space with a stable internet connection.
• We’re excited to get to know you better! Show us your personality and strengths. We encourage you to answer authentically and in your own words, without reading from a script or using AI tools.