Client Strategist

CLIENT STRATEGIST / CUSTOMER SUCCESS MANAGER (CSM)

Location: Remote (US/Canada only)

Working Hours: 8:30 AM – 5:30 PM CST

Compensation: $60,000 base + performance bonus | Total comp $75,000–$85,000

Reports To: Founder / CEO

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ABOUT THE COMPANY

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Our clients are blue-collar business owners doing $1M–$3M in annual revenue who are outsourcing their entire marketing department to us. They expect a strategic partner who speaks their language — not a vendor reading off a dashboard.

We position ourselves as a younger, hungrier, tech-driven alternative to traditional agencies. Our team is high-energy, constantly learning, and pushes each other through personal development. We want someone who fits that culture.

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THE ROLE

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This is a Client Strategist role — someone who owns the client relationship, understands marketing strategy at a conceptual level, and serves as the bridge between the client and the fulfillment team. You don't need to be the one pressing buttons in ad accounts — we have dedicated media buyers for execution. But you need to understand strategy well enough to guide the client, explain performance, and direct the team.

The governing rule: You just have to know more than the customer. You're a strategist and translator, not a technical operator.

You will manage a pod of ~30 clients (20–25 high-ticket + low-ticket accounts), serving as their primary point of contact, strategic advisor, and the person they trust to run their marketing.

WHAT YOU'LL DO:

• Own client relationships end-to-end — weekly/biweekly calls, text updates, personalized reporting

• Understand and communicate funnel strategy — lead gen ads, retargeting, CRM flows, automated follow-up sequences

• Review campaign results, identify trends, and translate marketing data into language a business owner understands — no jargon, just results and next steps

• Direct creative — guide the creative team on what ads should say and look like based on what's working

• Drive retention, upsells, referrals, Google reviews, and testimonials

• Hold frame on client calls — our clients are direct, sometimes aggressive, and expect you to run the meeting with confidence

• Bridge the gap between client needs and media buyer execution — understand what the client wants, translate it into actionable strategy for the team

MUST-HAVES:

• Blue-collar or trades background — you've worked in or around the trades (HVAC, plumbing, roofing, electrical, landscaping, remodeling, or similar). You speak the language of home-service business owners as a peer, not a marketer. This is the single most important qualification.

• Marketing background — you don't need to be an expert, but you understand what marketing is: funnels, ads, leads, basic metrics. You've worked for a marketing company, tried to start one, or have a marketing degree. You need enough foundation that we're not teaching from scratch.

• Extremely articulate — you speak fluently, collectedly, and intelligently. Blue-collar owners trust people who communicate well. This is critical — strong on the phone and on video.

• Sales instinct — this role is more sales than marketing. You can handle an upset client, set frame, validate their frustration, redirect to a resolution, and upsell by pointing to what's working ("this ad set is performing — let's double down")

• Hungry and driven — you're energetic, tech-savvy, constantly learning, and fully bought into the agency's mission. You want to grow with us, not just collect a paycheck.

• Proactive communicator — you reach out before the client has to ask "what's going on?"

NICE-TO-HAVES:

• Full-funnel experience (ads → CRM → automated follow-up)

• Experience with Facebook Ads, Google Ads, or LSAs — even at a conceptual level

• Creative direction experience — conceptualizing ad angles, scripting video ads

• Agency experience managing multiple accounts

• Familiarity with CRM platforms (GoHighLevel, HubSpot, or similar)

• SEO fundamentals — enough to have an informed conversation about content and rankings

WHAT WE CAN TRAIN vs. WHAT WE CAN'T:

Trainable (we'll teach you):

• CRM specifics and internal tools

• Google Ads details (if you understand Facebook, and vice versa)

• SEO / GBP finer points

• Our internal SOPs and pod structure

• Platform-specific strategy and optimization

Not trainable (you need these from day one):

• The concept of how marketing strategy works (funnels, ads, metrics)

• Articulate, confident communication

• Blue-collar rapport and trust-building instincts

• Hunger and drive

WHO THIS ISN'T FOR:

• Strong communicators with zero marketing foundation — you need at least a basic understanding

• Marketing veterans with no blue-collar exposure — if you can't relate to a plumber or roofer, this isn't the right fit

• People who are primarily comfortable behind a keyboard — this role is phone-first

• Reactive personalities who wait for clients to come to them

• Anyone who gets flustered when challenged on a call

• $60,000/year base salary

• Performance bonus structure tied to retention, upsells, and client satisfaction

• Total compensation: $75,000–$85,000 depending on performance

• Path to Head of Customer Success as the company scales the pod model

• Quarterly in-person team meetups

• Fully remote — work from anywhere in US