Goal Setting & Strategy: Define clear objectives for clients and work with them to create a comprehensive roadmap, ensuring alignment with their sales, marketing, and service teams.
HubSpot & Technical Setup: Take ownership of HubSpot implementations, from setup to integrations, ensuring smooth workflows and optimized processes.
Reporting & Analytics: Establish weekly, monthly, quarterly, and annual KPI reporting, using HubSpot dashboards to ensure data-driven insights guide strategic decisions.
Process Roadmap: Build and implement process roadmaps for clients, ensuring that operational systems are efficient and aligned across functions.
Client Relationship Management: Be the face of the agency for clients, holding regular meetings, setting up agendas, and managing communications. Proactively identify potential upsell/cross-sell opportunities.
Deliverable QA: Oversee the quality and timeliness of all client deliverables, ensuring they meet both client expectations and agency standards before final delivery.

HubSpot Expertise – Deep understanding of HubSpot’s Marketing, Sales, and Service Hubs, including integrations and automations.
Interpersonal Skills and Emotional Intelligence – Ability to connect with clients, maintain client satisfaction, and foster a positive relationship.
Adaptability and Versatility – Able to seamlessly switch between strategy, implementation, project management, and problem-solving tasks throughout the day.
Strategic Thinking – Skilled in identifying opportunities, brainstorming solutions, and positioning cross-sell and upsell options that benefit the client.
Project Management – Organized, with the ability to manage projects transparently, keeping goals, tasks, and timelines clear for all stakeholders.

Customer Success Manager

Key skills