Partner Success Manager

Summary

CapsLock builds exceptional marketing solutions for large partners in the home improvement industry. The Partner Success Manager is responsible for maintaining and cultivating existing CapsLock clients and working with the director of sales and team leads to grow the company.

Responsibilities

• Effectively manage and grow positive client relationships
• Provide weekly client status updates, capture action items, disseminate info across teams, and effectively manage expectations both internally and externally
• Monitor timelines and progress on all client projects
• Ensure clients are clear on all process-related questions and pivot where necessary
• Develop workflow and process between internal teams & troubleshoot when issues occur
• Develop project timelines and monitor progress
• Facilitate the transition of new clients as they migrate to CL’s lead gen campaigns
• Develop and maintain collaborative relationships with teams throughout the organization, including Analytics, Creative, IT, and Media Buying
• Maintain an in-depth knowledge of client businesses, current KPIs, and historical activity
• Work with the data team to forecast and track key assigned account metrics (e.g. weekly/monthly sales results and forecasts)
• Stay abreast of industry trends and business opportunities
• Proactively learn and understand industry best practices and future work concepts

Skills

• 3+ years of relevant work experience, preferably in a lead generation agency
• Strong data-driven decision-making skills
• Proficient in analyzing data reports and communicating findings to clients
• Experience working with cross-functional teams
• Proficiency in software tools such as Microsoft Office, Google
• Proven ability to communicate with C - Level Executives and possesses strong presentation skills
• Experience in building and refining internal sales processes
• Excellent negotiation skills
• Strong organizational and time management skills: process-oriented
• Ability to manage budgets and project plans efficiently
• Comfortable with frequent meetings and adept at managing schedules
• Self-motivated and capable of working independently and remotely in a fast-paced, rapidly changing environment
• Excellent oral and written communication skills
• Ability to multitask, establish priorities and organize efficiently
• Demonstrated ability to effectively manage multiple client needs against tight deadlines
• Fluent in English
• Ability to work in a fast-paced, rapidly changing environment
• Capable of building and sustaining trust among clients and colleagues
• Can see the bigger picture when working on granular tasks/projects to ensure everything stays on track
• Smart, articulate, and polished, with excellent problem-solving skills
• Attention to detail and a high level of accuracy are an absolute must
• Ethical with a flexible work attitude
• Humble and craving to learn
• Must be a self-starter, highly organized
• Quick learner and a team player
• Can command a room when speaking; exudes confidence
• A can-do attitude and a desire to progress in their career
• Self-motivated and goal-oriented
• Curiosity, Honesty & Integrity
• A self-starter who thrives on responsibility and impressing clients with results
• Motivated to deliver exceptional performance
• Strong desire to work in a multicultural environment
• Previous success working in a completely remote role
• Experience working at an agency or brand, managing digital marketing campaigns
• Experience with Slack, ClickUp or/and Tableau
• Knowledge of media buying
• Bachelor's degree in sales, marketing, business administration, or a related field

Qualifications

Must Haves

• 3+ years of relevant work experience, preferably in a lead generation agency
• Strong data-driven decision-making skills
• Proficient in analyzing data reports and communicating findings to clients
• Experience working with cross-functional teams
• Proficiency in software tools such as Microsoft Office, Google
• Proven ability to communicate with C - Level Executives and possesses strong presentation skills
• Experience in building and refining internal sales processes
• Excellent negotiation skills
• Strong organizational and time management skills: process-oriented
• Ability to manage budgets and project plans efficiently
• Comfortable with frequent meetings and adept at managing schedules
• Self-motivated and capable of working independently and remotely in a fast-paced, rapidly changing environment
• Excellent oral and written communication skills
• Ability to multitask, establish priorities and organize efficiently
• Demonstrated ability to effectively manage multiple client needs against tight deadlines
• Fluent in English
• Ability to work in a fast-paced, rapidly changing environment
• Capable of building and sustaining trust among clients and colleagues
• Can see the bigger picture when working on granular tasks/projects to ensure everything stays on track
• Smart, articulate, and polished, with excellent problem-solving skills
• Attention to detail and a high level of accuracy are an absolute must
• Ethical with a flexible work attitude
• Humble and craving to learn
• Must be a self-starter, highly organized
• Quick learner and a team player
• Can command a room when speaking; exudes confidence
• A can-do attitude and a desire to progress in their career
• Self-motivated and goal-oriented
• Curiosity, Honesty & Integrity
• A self-starter who thrives on responsibility and impressing clients with results
• Motivated to deliver exceptional performance
• Strong desire to work in a multicultural environment

Nice to Haves

• Previous success working in a completely remote role
• Experience working at an agency or brand, managing digital marketing campaigns
• Experience with Slack, ClickUp or/and Tableau
• Knowledge of media buying
• Bachelor's degree in sales, marketing, business administration, or a related field

Benefits

• Remote-first company; you choose where you feel the most productive and comfortable to make an impact.
• Paid Time Off for rest, personal time, or simply doing what makes you happy.
• Ongoing Learning via workshops, online courses, conferences, and certifications.
• Home Office: covering equipment and furniture expenses.
• Physical Well-Being: gym memberships and yoga classes, home workout equipment, or a bicycle.
• Unlimited Sick Days for rest and recovery.
• Medical Coverage: reimbursement for medical insurance and health-related expenses, including dental care and psychological support.
• Co-Working Space: cover the full cost of a co-working space.
• Fun Stuff: gaming nights and fitness challenges.
• Annual retreats at world-class resorts.