Client Success Specialist

6+ Month Experience

New York, USA

Company Overview:

Site Ascend is a Demand Generation Agency, based in New York City, that specializes in providing paid appointment-setting services to enterprise technology clients. With a strong client base that includes renowned companies such as Oracle, Cisco, VMware, Workday, and more, we are committed to helping our clients achieve their business goals by generating high-quality leads and ensuring successful campaign outcomes. We are currently seeking a Customer Success Specialist to join our team and play a crucial role in onboarding clients, analyzing leads, and overseeing campaign analytics.

Position: Customer Success Specialist

Location: New York City (Remote)


Client Onboarding:

  • Take ownership of the client onboarding process, ensuring a smooth and successful transition from sales to implementation.
  • Collaborate with the sales team to understand client goals, requirements, and expectations.
  • Develop and execute a tailored onboarding plan for each client, ensuring all necessary information, resources, and tools are provided.
  • Conduct training sessions and provide guidance to clients on our services, platform, and campaign best practices.
  • Proactively address any client concerns or issues during the onboarding process, ensuring high client satisfaction and retention.

Lead Analysis:

  • Evaluate and analyze leads generated by our campaigns, utilizing data analytics tools and techniques.
  • Assess lead quality, identifying key metrics and performance indicators to determine their effectiveness.
  • Collaborate with the internal team to refine lead generation strategies, ensuring continuous improvement and optimization.
  • Provide timely and detailed lead reports to clients, highlighting insights and recommendations to enhance their sales and marketing efforts.

Campaign Analytics:

  • Oversee the collection, analysis, and interpretation of campaign data to measure and evaluate performance.
  • Collaborate with the operations team to set up tracking mechanisms, implement campaign metrics, and ensure data accuracy.
  • Provide clients with regular reports on campaign performance, including key metrics, trends, and actionable insights.
  • Identify areas for improvement and work closely with clients to optimize campaigns, increase ROI, and drive better results.

Relationship Management:

  • Build strong, long-lasting relationships with clients, serving as their trusted advisor and point of contact.
  • Conduct regular check-ins with clients to understand their evolving needs, challenges, and goals.
  • Proactively address any client concerns or issues, ensuring prompt resolution and maintaining high client satisfaction.
  • Identify opportunities for upselling and cross-selling our services, collaborating with the sales team to expand client partnerships.


  • Bachelor's degree in Business Administration, Marketing, or a related field.
  • Proven experience in a customer success, account management, or client-facing role within the technology or marketing industry.
  • Strong understanding of demand generation, lead generation, and campaign analytics.
  • Proficiency in using data analytics tools, CRM systems, and marketing automation platforms.
  • Excellent analytical skills, with the ability to analyze complex data sets and derive actionable insights.
  • Exceptional communication and presentation skills, with the ability to effectively articulate complex concepts to clients.
  • Strong problem-solving and decision-making abilities, with a proactive and solution-oriented mindset.
  • Detail-oriented and highly organized, with the ability to manage multiple clients and projects simultaneously.
  • Self-motivated and driven, with a strong commitment to achieving client success and exceeding expectations.

If you are passionate about helping clients achieve their business goals, thrive in a fast-paced environment, and have a proven track record in customer success and campaign analytics, we would love to hear from you. Join our team and be a key contributor to our client's success!

Application Process:

To apply, please submit your resume detailing your relevant experience and motivation for joining our team. We look forward to reviewing your application and potentially welcoming you to our growing organization!

Site Ascend is committed to a diverse and inclusive workplace. Site Ascend is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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6+ Month Experience

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Working Days:

Weekly 5 days

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$52k - 75k

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Job Type:

Full Time

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New York, USA

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