Account Manager, Customer Success

Role Overview

• 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.
• 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.

Requirements

• 2-3 years of experience in digital advertising, media, marketing, or client services, ideally within an ad tech, agency, or publisher environment.
• Strong client management and communication skills, with confidence leading data driven conversations.
• Organized and detail-oriented, with the ability to manage multiple projects and deadlines in a fast-paced setting.
• Comfortable working cross-functionally with technical and non-technical teams.
• Strong analytical mindset with working knowledge of Excel and comfort interpreting performance data.
• Experience with campaign management tools, ad platforms (DSP/SSP), or reporting systems a plus.
• Self-starter with a collaborative attitude, eager to learn and contribute.
• Willingness to travel as needed.

Benefits

• Unlimited PTO
• Excellent medical, dental, and vision coverage
• Employee Equity
• Employee Discounts
• Virtual Wellness Classes
• Pet Insurance