Client Success Manager (Project Management & ClickUp Expert)

Role type: Full-time, full remote

Schedule: EST

Salary: $3,000 USD per month + bonuses

Overview

The company is a fast-growing web design and SEO agency helping local service businesses dominate Google and book more jobs. Their team is lean, remote, and highly performance-driven. If you're looking for a role with responsibility, growth, and freedom — this is it.

They’re looking for a sharp, organized, and proactive Client Success Manager who can own project flow, drive client outcomes, and stay 10 steps ahead.

This isn’t just a support role — you’ll be mission-critical to how they deliver insane results for local service businesses (contractors, pool builders, roofers, etc.) across the U.S.

The primary mission of the CSM Support and Onboarding Specialist Manager is to oversee the successful onboarding process of each client and assist the specialists.

Responsibilities:

• Reports to CEO
• Onboarding clients successfully, accurately and on time.
• It is your responsibility to delegate or complete, monitor and ensure the completion of asset creation, both internally and externally, and to find new and creative ways to drive better team functionality.
• Your mission is not only to support the needs and requests of the Specialists and CEO but to be a solution resource that will help the entire team become faster and better. This includes:
• Creating and posting SOPs for new and existing processes
• SOP creation and posting for employee training, 
• Overseeing the creation of Client Projects in Clickup.
• Ensuring all client campaigns structures are filled out: client roster, client projects, google drive, etc.
• Spearheading and building out internal structures to improve efficiency; looking for and communicating places to specifically track better data and decrease client TTL. 
• Ensuring all GBPs are getting posted on, once per week, reporting is getting sent monthly, client emails are being responded to within 24 hrs, pushing all projects forward and identifying bottlenecks. 
• Compile, monitor and report on client results and campaign data to senior members of the team on a weekly basis.
• Be a rock solid source of information and solutions for all team members, specifically the fulfillment Specialists. 
• Oversee your team's progress, results, training and overall success in their own roles. Communicate needs to management.
• Fill out your EOD report, every day.

What You’ll Own

• Full client onboarding process — from intake to launch
• Daily oversight inside ClickUp to ensure nothing slips
• Clear, professional communication with clients (email, Slack)
• Coordination with internal team (designers, ads, SEO) to keep projects on track
• Accountability for deadlines, follow-ups, and client expectations
• Light technical knowledge of Meta Ads, SEO, and Google Business Profiles is a major plus
  

You Should Be…

• Extremely organized and reliable — your ClickUp boards are clean and tight
• A confident communicator — you keep things calm, professional, and productive
• Highly proactive — you don’t wait for instructions, you hunt down problems and solve them
• Familiar with client-facing tools: ClickUp, Slack, Figma (view-only), Google Drive
• Industry-aware: you understand the mindset of local contractors and what they value
• Fast learner, comfortable managing 10–20 projects at once
  

Bonus Points If You Have…

• Experience in an agency environment
• Worked with Meta Ads, GBP, LSA, or service-based SEO
• Led onboarding before or helped build SOPs/processes

OUTCOMES:

1.  Complete client onboarding tasks in a timely manner, accurately and successfully.
1.  A client campaign should be launched 7 days after they are onboarded
2. Work on improving the 7 day launch date with the team.
2. Become a Subject Matter Expert on company processes and software
1. Create and post SOPs for new and existing processes, find areas to improve efficiencies and monitor client campaigns 
2. Always be looking for ways to improve your processes. 
3. Train and support other team members.
1. Creating training materials for new hires and get them integrated onto the team
2. Oversee your teams progress and results 
3. Prepare material so we can grow the team alongside and below you. 
4. Support CSMs 
1. Create training materials for new CSMs
2. Work with CEO to train new CSMs

COMPETENCIES:

1. Organized: Able to properly organize, maintain, and monitor multiple accounts and tasks without things falling through the cracks.
2.  Service-Oriented: Genuinely enjoys helping people achieve the outcomes that they want.
3.  Efficiency: Able to juggle multiple tasks at once and prioritize them correctly and efficiently.
4.  Attention to detail: Does not let important details slip through the cracks or derail a project.
5.  Work ethic: Possess a strong willingness to work hard & sometimes put in long hours to get the job done. Has a track record of working hard.
6. High standards: expects personal performance & team performance to be nothing short of world-class. Complete intolerance for laziness, shortcuts, obvious errors, lack of common sense, and wasted time.

• 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. 

--

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.