Customer Success Executive

About Optimite

Team

About the Role

What You’ll Do:

Client Servicing

• Run weekly syncs with clients and share clear follow-ups.
• Build trust and relationships by being the go-to person for client updates.
• Flag potential risks and blockers early to ensure smooth delivery.
• Ensure queries and tickets are acknowledged and resolved promptly.

Delivery Coordination

• Write clear briefs in ClickUp for design, copy, and dev teams.
• Ensure campaign deadlines are met and handovers happen without gaps.
• Coordinate with cross-functional teams to resolve dependencies quickly.
• Maintain accountability so nothing falls through the cracks.

Risk & Escalations

• Proactively identify risks before deadlines slip.
• Escalate unresolved issues to senior leadership with recommended solutions.
• Frame solutions, not just problems, when raising risks.
• Support urgent fixes with clarity and speed.

Reporting & Documentation

• Maintain accurate client status reports and share them.
• Ensure ClickUp tasks are fully updated with descriptions, attachments, and due dates.
• Keep task logs accurate with minimal mismatches between planned and delivered.
• Share regular updates with clients and internal teams.

Must-Have Skills

• 2–4 years of experience in account management, client servicing, or project coordination (agency experience is a plus).
• Strong organizational skills and experience using project management tools (ClickUp, Asana, or similar).
• Excellent communication skills (written and verbal) with a client-first mindset.
• Ability to manage multiple stakeholders and deadlines without losing detail.
• Strong problem-solving and escalation skills.

Good-to-Have Skills

• Experience in email marketing or digital marketing projects.
• Familiarity with Figma, Klaviyo, or similar email platforms.
• Exposure to reporting tools (Google Sheets, Data Studio, etc.).
• Ability to spot workflow inefficiencies and suggest improvements.

What Success Looks Like

• Clients feel informed, supported, and confident in delivery.
• Campaigns and flows move from brief to live without delays.
• Risks are flagged early and handled before they become problems.
• Reports and updates are always accurate and on time.

Culture Fit

• You believe in structure and clarity - no messy handovers.
• You thrive in a fast-paced environment with global clients.
• You’re proactive: you don’t wait for problems, you anticipate them.
• You balance empathy with accountability, keeping both clients and internal teams aligned.