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Client Success Manager

Job Description - Client Success Manager

Client Success Manager




****Local Applicants Only will be considered****



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 HubSpot 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, HubSpot, 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.



Application:


Required: Please submit a cover letter detailing why you’re the perfect fit for this role.  Join us and become the day-to-day face of a company known for its exceptional client service. This full-time position is based in our Provo office from 8:30 am to 5 pm, Monday through Friday. We’re excited to train you on our project management software and welcome you to our fun, dedicated team.  Apply today to shape a smile-worthy future with LUMN!

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