Customer Success Manager

Position Summary “We are going to relentlessly chase perfection, knowing full well we will not catch it, because nothing is perfect.

But we are going to chase it because, in the process, we will catch excellence.” — Vince Lombardi If you are seeking to work hard and pursue excellence, then you might be right for our team!

At MyAdvice, we help over 2,000 healthcare and legal practices grow through our all-in-one digital marketing and AI-powered Success Center platform.

Our Customer Success Managers, internally referred to as Marketing Coaches, are strategic growth advisors—helping clients achieve measurable business outcomes through modern marketing strategies, efficient tool usage, and consistent consultation.

You’ll lead client relationships across their lifecycle :

• setting goals, reviewing performance, advising on digital marketing best practices, and enabling product adoption.
• You’ll connect insights across our product suite into one cohesive, ROI-driven client experience.
• As the bridge between clients and our internal teams, your leadership directly impacts client retention, satisfaction, and expansion.
• We’re building a team of strategic, tech-savvy advisors who embrace AI as a core part of how we work—whether it’s streamlining communication, personalizing client recommendations, or uncovering insights faster.
• At MyAdvice, tools like ChatGPT aren’t just a novelty—they’re part of how we scale excellence.
• Our ideal candidate has deep experience advising SMB clients in a SaaS or marketing tech environment.
• They’re skilled communicators, growth-minded strategists, and confident problem-solvers.
• You’ll thrive here if you enjoy working in a fast-paced, high-accountability environment where your success is tied directly to your clients’ growth.
• Essential Duties Strategic Client Leadership Serve as the primary advisor for a portfolio of clients, driving profitable growth through structured marketing strategies and proactive consultation.
• Facilitate onboarding, goal alignment, and milestone planning that ties marketing strategy directly to revenue and operational goals.
• Drive Profitable Growth Outcomes Guide clients in using the MyAdvice Success Center to generate and convert leads, automate operations, and scale efficiently.
• Encourage consistent usage of tools within our platform, provide training, and help reinforce the behaviors that will enable clients to achieve their goals.
• Churn Prevention and Client Advocacy Proactively monitor KPIs and account health to flag risk and implement retention strategies grounded in business value.
• Guide strategic conversations that strengthen trust, improve satisfaction, and encourage renewals, referrals, and reviews.
• Recurring Consultation and Performance Coaching Lead regular video meetings to review analytics, align on priorities, and recommend action plans tailored to each client’s industry and goals.
• Turn performance reports into compelling stories that inspire decisions and measurable action.
• Cross-Team Collaboration Work closely with internal teams to coordinate successful execution of strategic plans.
• Ensure timely delivery of client-facing deliverables, tracking updates in CRM and communication platforms.
• Required Skills + Experience  5+ years of experience in Customer Success, Client Strategy, or Marketing Consulting—preferably in SaaS or digital marketing environments.
• Exceptional communication skills—written and verbal—with ability to lead strategic conversations and simplify complex ideas.
• Experience managing SMB clients and tying strategies directly to business outcomes like revenue growth and ROI.
• Confidence in resolving client escalations with urgency and empathy.
• AI-Enabled Mindset - You’re eager to explore and use tools like ChatGPT or Jasper to save time, improve quality, and drive results.
• You don’t need to be an expert—but you need to be curious and adaptable.
• Strong time management and ability to thrive in a high-paced, client-facing environment with multiple priorities.
• Ability to manage a high volume of client accounts (between 200-300) and hold 5 client calls daily.

Preferred Skills Strong digital marketing acumen :

Compensation + Benefits Base Salary :

Why Join Us?  You’ll help transform how small practices grow—with cutting-edge AI, measurable outcomes, and an all-in-one platform.
You’ll join a team of gritty, resourceful experts who thrive in a fast-moving, client-first culture.
You’ll get the coaching, career development, and tools to succeed—not just for today, but for long-term career growth.

If you see yourself in this role—even if you don’t meet every requirement—we strongly encourage you to apply About MyAdvice "We will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it.

Studies show some people may hesitate to apply unless they meet every qualification.