Client Success Manager

The Role

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.

Responsibilities

• 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.

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.

Location

This is a hybrid position based out of New York City.

Benefits & Perks

• Unlimited PTO
• Excellent medical, dental, and vision coverage
• Employee Equity and Stock Purchase Plan
• Employee Discounts, Virtual Wellness Classes, and Pet Insurance And more!!

Salary Range

The salary range for this role is $75,000 - $85,000 depending on experience.

People & Culture at Zeta

We're committed to building a workplace culture of trust and belonging, so everyone feels invited to bring their whole selves to work. We provide a forum for employees to celebrate, support and advocate for one another.

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