Client Success Manager

Job Description

At Pipeline Formula, we help AI B2B SaaS companies and consultants achieve product-market fit and scale revenue predictably and efficiently. We understand that traditional sales methods like trade shows and cold calling often fall short. We provide a proven system for generating qualified opportunities, closing deals, and building a reliable sales process that delivers consistent results. We empower our clients to scale with confidence, backed by top-tier venture capital.

Role Overview:

The Client Success Manager (CSM) is responsible for ensuring our clients achieve their desired outcomes and maximize the value they receive from our services. This role requires a proactive and strategic approach to client relationship management, focusing on building strong partnerships, understanding their unique needs, and driving their success. The CSM will be the primary point of contact for a portfolio of clients, ensuring their satisfaction, retention, and growth.

Key Responsibilities:

• Client Relationship Management: Build and maintain strong, trusted relationships with a portfolio of AI B2B SaaS clients. Understand their business goals, challenges, and key performance indicators (KPIs).
• Strategic Guidance: Provide strategic guidance and best practices to help clients optimize their sales processes, messaging, and lead generation strategies.
• Onboarding and Training: Oversee the onboarding process for new clients, ensuring they are properly trained on our systems and methodologies.
• Performance Monitoring and Reporting: Monitor client campaign performance, analyze key metrics, and provide regular reports and insights to clients.
• Proactive Communication: Conduct regular check-in calls and meetings with clients to review progress, address questions, and identify opportunities for improvement.
• Collaboration: Collaborate closely with our internal teams (including the founder, media buyers, and AI/tech contractors) to ensure client needs are met and campaigns are executed effectively.
• Upselling and Expansion: Identify opportunities to expand our services within existing client accounts, based on their evolving needs and goals.
• Advocacy: Advocate for client needs and feedback within Pipeline Formula to drive continuous improvement of our services and processes.
• Documentation: Document client interactions, progress, and key insights in our CRM and project management systems.

Results (Expected Outcomes):

• High client satisfaction and retention rates, measured by Net Promoter Score (NPS) and client churn.
• Increased client revenue and ROI from our services.
• Successful onboarding of new clients, resulting in rapid adoption and value realization.
• Proactive identification and execution of upsell and expansion opportunities.
• Positive client testimonials and case studies showcasing the value of our services.
• Clear and consistent communication with clients, resulting in strong relationships and trust.

Why Join Pipeline Formula?

This is an exciting opportunity to join a rapidly growing company that is revolutionizing the way AI B2B SaaS companies generate leads and scale revenue. You will have the opportunity to work with a talented team, make a significant impact on our clients' success, and learn from the cutting edge of marketing and sales automation. If you're a results-oriented, client-focused professional who is passionate about helping businesses grow, we encourage you to apply!

Requirements

Requirements (Expected Proficiencies):

• 3+ years of experience in a Customer Success, Account Management, or similar role, preferably in a B2B SaaS or marketing agency environment.
• Strong understanding of B2B sales processes, cold email copywriting, lead generation strategies, and marketing automation technologies.
• Excellent communication, interpersonal, and presentation skills.
• Proven ability to build and maintain strong client relationships.
• Analytical skills to interpret data, identify trends, and provide actionable insights.
• Proficiency in CRM software (e.g., Salesforce, HubSpot) and project management tools (e.g., ClickUp, Asana, Trello).
• Ability to work independently and as part of a team in a fast-paced, entrepreneurial environment.
• Familiarity with AI-powered marketing technologies is a very big plus.

Benefits

Compensation/Benefits:

• Base Salary: $60,000–$90,000 per year (based on experience)
• Performance Bonuses: Earn additional compensation tied to client success, retention, and growth opportunities.
• Flexible, Remote Work: Work from anywhere while being part of a high-performing, fast-paced team.
• Direct Mentorship from a Top Growth Leader: Work alongside a dynamic founder who is at the forefront of AI business development and outbound sales. You'll gain exclusive access to top 1% sales and business development strategies used by the most successful AI companies.
• Elite-Level Learning: You'll develop rare, high-value skills in cold outreach, sales automation, and revenue growth—expertise that will accelerate your career far beyond this role.
• Access to Cutting-Edge AI Strategies: Be on the inside of the latest AI-driven go-to-market strategies, working directly with some of the most innovative AI B2B SaaS companies in the world.
• Fast-Paced, High-Growth Environment: You won’t just manage accounts—you’ll help shape the future of AI sales and business development while playing a crucial role in scaling both our clients and our company.
• Career Growth Opportunities: As Pipeline Formula expands, so will your opportunities for leadership, increased responsibility, and higher compensation.

This role isn’t just about earning a competitive salary—it’s about stepping into an environment that fast-tracks your expertise and career growth while giving you direct access to elite business development insights that only a handful of professionals ever get to learn firsthand.