Client Success & Marketing Delivery Manager

Client Success & Marketing Delivery Manager

Key Responsibilities

Client Relationship & Communication

• Serve as the primary point of contact for 35 retainer clients.
  
• Manage client expectations, drive delivery confidence, and maintain strong business relationships.
  
• Conduct review calls, share performance reports, and document actionable next steps.
  

Project & Delivery Management

• Convert client briefs into clear internal tasks with defined scope & ownership.
  
• Coordinate with content, creative, video, web, and paid media teams for timely delivery.
  
• Track projects through Jira/Asana/ClickUp and maintain monthly work calendars.
  
• Prepare Gantt charts, timelines, delivery trackers, and weekly/monthly status reports.
  

Marketing Strategy & Execution Understanding

• Strong grasp of B2B marketing funnels, lead lifecycle, nurturing, and ROI-driven metrics.
  
• Understanding of CRM workflows and basic automation (Zoho CRM, HubSpot, Salesforce preferred).
  
• Support execution of LinkedIn campaigns, email outreach, and demand-generation activities.
  
• Assist in preparing case studies, performance summaries, and ROI storytelling for clients.
  

Commercial & Account Growth

• Identify upsell/cross-sell opportunities across campaigns, website projects, automation, video, and paid media.
  
• Support proposal development, pricing discussions, SOW documentation, and contract renewals.
  

Core Competencies (Mandatory)

• Exceptional spoken & written communication with CXO-level maturity.
  
• Experience in Digital/B2B Marketing, SaaS, or Tech Agency environments.
  
• Proven ability to manage multi-client retainers and diverse stakeholder groups.
  
• Deep understanding of B2B funnels, demand generation, and performance metrics.
  
• Strong analytical ability to interpret campaign KPIs, CRM data, and funnel insights.
  

Tools & Platform Expertise (Mandatory)

• Zoho CRM & Zoho Campaigns

  (hands-on usage required).
• Project management tools: Jira, ClickUp, Asana, Trello, Monday.com.
  
• Email & outreach platforms: HubSpot, Apollo, Lemlist, Mailchimp, Marketo.
  
• LinkedIn tools: Campaign Manager, Sales Navigator, outreach automation tools.
  

Analytical & Reporting Skills

• Ability to interpret marketing analytics, campaign KPIs, and funnel metrics.
  
• Proficient in preparing cadence plans, Gantt timelines, dashboards, and weekly status reports.
  

Certifications (Good to Have)

• Zoho CRM Certified Consultant
  
• HubSpot Marketing/CRM Certification
  
• Google Analytics / GA4 Certification
  
• LinkedIn Marketing Certifications
  
• Marketo or Salesforce Administrator (optional advantage)
  

Professional Attributes (Mandatory)

• Strong ownership mindset with focus on client success & delivery excellence.
  
• Ability to identify and drive upsell/cross-sell opportunities.
  
• Excellent documentation discipline for SOWs, project charters, and deliverable trackers.
  
• Self-driven, structured, and comfortable in fast-paced B2B environments.
  

Desired Candidate Profile

A candidate who:

• Has independently managed B2B accounts for 3-5 years.
  
• Understands execution-led marketing strategy, not just task coordination.
  
• Values structured processes, deadlines, and documentation.
  
• Enjoys building long-term client partnerships and enabling their growth.