Client Success Manager
Posted Updated
Description
- We are seeking a results‑driven Client Success Manager who thrives on being a strategic partner to our clients and a key driver of revenue growth
- This role is ideal for someone who excels in campaign management and client relationships, and who is ready to take on greater responsibility influencing performance, retention, and account expansion
- As a CSM, you will own a portfolio of clients and serve as their primary point of contact, guiding them through every stage of campaign execution
- You will collaborate cross‑functionally with Sales, Operations, Analytics, and Product to ensure campaigns launch flawlessly, perform against key metrics, and align with each client’s attribution model and business objectives
- In this role, you will closely monitor performance data, lead performance reviews, and proactively identify optimizations that strengthen outcomes
- You will also surface and drive upsell opportunities, develop tailored growth ideas for each client’s lines of business, and partner with Sales on long‑term expansion strategies
- Own and maintain strong relationships with accounts, ensuring client success through up-sells, cross-sells, renewals, and overall account growth
- Partner with Sales to successfully launch, manage, and scale new accounts, ensuring long-term growth and performance optimization
- Serve as the main point of contact for client communications, campaign execution, and strategic recommendations, ensuring a seamless customer experience
- Develop and manage a client growth plan outlining major milestones, testing initiatives, and opportunities for expansion. Understand clients reporting and Attribution methods
- Apply knowledge of Zeta offerings, client goals, industry trends, and best practices to develop strategic recommendations that drive performance improvements, creative enhancements, and revenue growth
- Identify and execute growth opportunities by designing unique strategic plans for each customer that exceed quarterly and annual goals
- Oversee campaign execution, including creative build-outs, asset setup, timeline management, audience targeting, and campaign documentation
- Possess a deep understanding of partner KPIs and goal-setting, proactively providing optimization recommendations to maximize performance
- Lead and attend client meetings, including weekly status updates, kick-off calls, and Quarterly Business Reviews, ensuring action items and strategic next steps are documented and executed
- Build knowledge of Zeta’s offerings, tools, and industry best practices to better support client needs
- Maintain clear documentation of processes, timelines, and deliverables across your accounts
- Self-starter with a collaborative attitude, eager to learn and contribute
- Experience with campaign management tools, ad platforms (DSP/SSP), or reporting systems a plus
- Comfortable working cross-functionally with technical and non-technical teams
- Strong client management and communication skills, with confidence leading data driven conversations
- 2-3 years of experience in digital advertising, media, marketing, or client services, ideally within an ad tech, agency, or publisher environment
- Willingness to travel as needed
- Organized and detail-oriented, with the ability to manage multiple projects and deadlines in a fast-paced setting
- Strong analytical mindset with working knowledge of Excel and comfort interpreting performance data