Senior Client Success Manager

This is a rare chance to step into a high-ownership role at a company scaling from a boutique investor marketing agency into a leading provider of data-driven IR and marketing solutions for the microcap space. As the Senior Client Success Manager, you won't just manage accounts; you will be the operational and relational backbone of the smartIR client experience. You will have direct access to the Founder and leadership, significant autonomy, and a front-row seat to the evolution of our business. If you are a proactive leader who thrives in a flexible, fully distributed environment and wants to do meaningful work, this is your opportunity to build and grow with us

What We Do

At smartIR, we transform how companies connect with investors by applying best-in-class consumer marketing strategies to the investor relations space. We specialize in helping publicly traded microcap companies build their digital presence, drive measurable investor engagement, and tell their story with clarity and credibility. We also make sure they look good doing it with standout design and innovative marketing campaigns.

The Role

We are seeking a driven, highly organized Senior Client Success Manager to join our growing, fully distributed team. This role is founded on a culture of flexibility and autonomy, placing you at the center of the smartIR client experience. As the operational and relational backbone, you will serve as the primary point of contact for clients, owning project execution from start to finish, and ensuring the internal team is accountable to deliverables and timelines.

The ideal candidate is equal parts relationship builder and operations powerhouse. You thrive in a fast-moving agency environment, know how to manage multiple client accounts simultaneously, and take genuine pride in keeping everything moving without being asked twice. You are confident leading client calls, proactive in spotting issues before they escalate, and capable of contributing strategic input that adds real value to client programs.

This is a senior role with broad ownership. You will work directly with the Founder and serve as the day-to-day face of smartIR for our clients, ensuring every account runs smoothly, every deadline is met, and every client feels fully supported.

Key Responsibilities:

Client Relationship Management

• Serve as the primary point of contact for an assigned portfolio of client accounts
• Build and maintain strong, trust-based relationships with key client stakeholders
• Lead regular client check-ins, status calls, and strategy sessions
• Anticipate client needs and proactively surface opportunities to add value
• Support client retention and identify organic expansion opportunities within accounts

Project \& Operations Management

• Own end-to-end project management for all active client accounts
• Build and maintain project timelines, task trackers, and status dashboards
• Orchestrate and drive accountability across cross-functional teams and partners to consistently meet or exceed client delivery deadlines.
• Hold the team accountable to deadlines by following up, removing blockers, and escalating when needed
• Ensure deliverables meet quality standards before reaching the client
• Document processes and maintain organized workflows across all accounts

Strategy \& Client Programs

• Contribute strategic input to client IR marketing programs and campaign planning
• Own the preparation and delivery of high-value monthly performance reports, translating data into actionable strategic insights for key client stakeholders.
• Identify gaps or opportunities in client programs and bring informed recommendations
• Collaborate with the CEO on account strategy for key clients
• Support onboarding of new clients and ensure a smooth transition into active programs

Internal Coordination \& Reporting

• Maintain a clear, real-time view of all active workstreams across the client portfolio
• Provide regular status updates to the Founder on account health, risks, and milestones
• Flag resource constraints, scope creep, or delivery risks early
• Contribute to the development of agency processes, templates, and SOPs

Required Skills \& Experience

Account \& Client Management

• 3–6\+ years of experience in account management, client success, or a related client-facing role
• Proven ability to independently own and manage multiple client accounts simultaneously
• Strong communicator, confident on calls, clear in writing, professional in all client interactions
• Experience working in a marketing agency, digital agency, or SaaS environment preferred

Project Management \& Operations

• Strong project management skills with hands-on experience using tools such as Asana, Monday.com, Notion, or similar
• Highly organized with a systematic approach to tracking tasks, timelines, and deliverables
• Comfortable holding peers and contractors accountable without formal authority
• Detail-oriented, catches errors, maintains quality, and follows through consistently

Strategy \& Business Acumen

• Ability to contribute meaningfully to client strategy conversations, not just execute instructions
• Comfortable reading performance data and translating it into clear, actionable recommendations
• Understanding of digital marketing principles (content, social, SEO, paid media) is a plus
• Interest in capital markets, investor relations, or the mining/resource sector is a bonus but not required

Mindset \& Work Style

• Proactive and self-directed takes initiative without waiting to be managed
• Comfortable operating in a lean, fast-moving distributed team
• Entrepreneurial Ownership: You view client accounts as your P\&L, taking full responsibility for program success and continuous improvement.
• Calm under pressure, solutions-oriented, and adaptable when priorities shift

Preferred Qualifications

• 5\+ years of agency or client-facing experience in a senior individual contributor role
• Experience managing accounts in financial services, capital markets, or a regulated industry
• Background in both account management and project or operations management
• Experience preparing or presenting client-facing reports and strategy decks
• Familiarity with CRM tools and client communication platforms