Client Success Manager – Medical Practice

• Lead new-client onboarding, coordinate account access, and guide clinic teams through GoHighLevel training and lead-management workflows
• Run weekly client performance calls during the first six weeks after launch, followed by support and review calls as needed
• Analyze cost per lead, cost per booked consultation, speed to lead, outbound call activity, appointment booking and show rates, and patient conversion
• Diagnose bottlenecks in lead quality, clinic follow-up, and patient acquisition, then translate findings into actionable recommendations for practice owners
• Coach clinics on follow-up processes, call activity, and conversion improvements
• Collaborate with media buying, creative, operations, and other internal teams to recommend campaign changes, track deliverables, and resolve client issues
• Own client communication, satisfaction, account health, and retention; proactively identify risks and follow through on commitments
• Identify suitable opportunities to add proven service lines, coordinate approvals, and collect payment when appropriate
• Progressively take over client-facing responsibilities from the founder
• Independently manage client conversations, diagnose and resolve performance issues, maintain relationships, and reduce founder involvement in day-to-day account management
• Manage approximately 20–30 client calls per week across onboarding, platform training, performance reviews, and support

• Strong experience with Meta Ads and performance marketing, including the ability to interpret funnel and conversion metrics without extensive guidance
• Experience serving medical practices or healthcare-related businesses, with an understanding of how clinics convert inquiries into booked consultations and patients
• Excellent spoken and written English, strong comprehension, executive presence, and the confidence to advise U.S. practice owners
• Proven client-facing experience in account management, client success, marketing strategy, or a comparable consultative role
• Sound judgment, proactive problem-solving, and strong follow-through
• Ability to challenge clients respectfully while collaborating well with colleagues
• Comfort managing several client relationships and coordinating cross-functional work independently
• Ideally 5+ years in medical marketing agencies, client success, account management, or performance marketing
• Experience with U.S. clinics, especially insurance-based medical practices
• GoHighLevel experience, or comparable CRM expertise and ability to learn quickly
• Familiarity with ClickUp
• Experience improving client onboarding or retention processes
• Primary availability 9:00 AM–5:00 PM Eastern Time, with occasional later client calls

• Fully remote role, with core hours aligned to U.S. Eastern Time
• Competitive base compensation of USD $3,000 – $3,500 per month
• Performance-based incentives, including upsell commission, a monthly retention bonus, and a quarterly performance bonus (subject to agreed targets and eligibility)
• Substantial ownership as the primary advisor and relationship owner for medical practice clients
• Direct access to the founder and a clear path to taking on greater client-facing responsibility
• The opportunity to help build a client success function from the ground up in a growing, specialized agency
• A focused service model, with a dedicated marketing team handling campaign execution so you can concentrate on strategy, diagnosis, and relationships
• A culture that values autonomy, direct communication, collaboration, and meaningful work over unnecessary meetings
• Growth potential: as the company grows, there may be opportunities to mentor additional CSMs or move into broader client success leadership
• Meaningful impact: your work directly affects medical practices and their patients
• 10% of the first month of incremental recurring revenue from eligible upsells
• $300 per month for meeting the agreed 95% client retention target
• $500 per quarter for meeting retention and other agreed client success KPIs