Position: VIP Relationship Manager / Client Success Manager (CSM)
Location: Remote (Location Flexible) - EAST working hours
We’re looking for a highly strategic and client‑focused VIP Relationship Manager (CSM) to serve as the primary point of contact for our portfolio of this role. You won’t handle day‑to‑day campaign execution; that work is owned by our GTM Engineers, but you will lead the overall client relationship and ensure they receive measurable value.
You will run weekly strategy calls, provide responsive support through Slack/Intercom, track key health metrics (NPS, meetings booked, usage), and collaborate closely with GTM Engineers to keep campaigns performing. Your core mandate is retention, client satisfaction, renewals, and account expansion.
Your Responsibilities Will Include:
Client Relationship & Communication
* Lead weekly strategy / review calls with assigned accounts.
* Provide responsive day‑to‑day support via Slack, Connect and Intercom.
* Act as the trusted advisor and executive POC for VIP accounts.
* Ensure proactive communication: share weekly performance summaries, experiments and campaign insights.
Retention & Renewals
* Monitor early‑warning triggers daily (meeting declines, deliverability risks, NPS drops, low engagement).
* Ensure NPS minimums are maintained across accounts.
* Execute save strategies before problems escalates.
* Own renewal conversations: pitch managed‑service upgrades and, if declined, secure same‑cost renewals to protect retention.
* Identify and drive upsell opportunities (more mailboxes, premium services, expansions).
Strategic Oversight
* Partner with GTM Engineers to align ICP sequencing, personalization, and experimentation strategy.
* Translate campaign metrics into clear business impact narratives for client executives.
* Run Quarterly Business Reviews (QBRs) with ROI‑focused presentations.
* Ensure campaign learnings feed into pod playbooks and leadership‑level strategy.
Feedback & Insights
* Gather structured client feedback and escalated recurring issues to Product/Leadership.
* Help shape standardized retention playbooks and renewal frameworks.
* Surface objection / reply trends from campaigns to inform broader GTM strategy.
Requirements
* 2 years in B2B SaaS Account Management, Customer Success or Relationship Management.
* Cold email campaign experience required; must understand sequencing, personalization, deliverability basics and outbound strategy.
* Proven track record of retention renewals and upsells with mid‑market or enterprise accounts.
* Strong executive presence, comfortable leading client strategy calls and managing escalations.
* Familiarity with Slack, Intercom, HubSpot, Instantly, Clay or similar tools.
* Strong problem‑solving skills and ability to directly call clients when needed to resolve issues.
* Formal academic credentials are not required.
Preferred Skills
* Experience working alongside technical delivery teams (SDRs, GTM Engineers, CS Ops).
* Background in lead generation, marketing services or outbound SaaS.
* Ability to analyze campaign performance data and explain ROI clearly.
* History of exceeding retention expansion and NRR targets.
Why Join Us
* Be the face of B2B Rocket for our highest‑value VIP clients.
* Competitive pay with retention/expansion incentives.
* Work in structured pods with GTM Engineers backed by automation reporting systems.
Key Skills: Business Development, Sales Experience, Loyalty Marketing, Portfolio Management, Wealth Management, Financial Services, Algebra, Territory Management, Banking, Relationship Management, Customer Relationship Management, Geometry.
Contract type: Contractor
Employment Type: Full Time
Vacancy: 1
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