Beanstalk Consulting | Client Success Manager

Location: Remote (strong overlap with U.S. Eastern Time required)
Reports to: Head of Sales
Works closely with: GTM Engineering, Revenue Operations, and BDR Teams

Why this role exists

Beanstalk is a high-growth B2B outbound agency helping ambitious companies build and scale predictable outbound revenue. We are evolving from a retainer-based model to a performance-based structure where clients pay based on the critical pipeline results achieved.

This role is less about order-taking or renewals admin, and more about ensuring client outcomes and retention. We are looking for someone who can guide clients through critical pilot periods, maintain strong communication, and ensure every successful pilot turns into a long-term partnership. You will act as the connective tissue between our internal delivery teams and client executives, helping translate results into continued growth and confidence in Beanstalk.

What you’ll do

Client Onboarding and Implementation

Lead onboarding calls to define ICP, success metrics, and outbound strategy.
Partner with the GTM Engineering team to create project plans, ie. pilot deliverables, timelines, and key milestones.
Build and manage success plans focused on measurable outcomes such as meetings booked, conversion rates, and pipeline generation.

Client Communication and Reporting

Set and lead the client cadence including weekly working syncs, biweekly executive recaps, and monthly scorecards.
Translate technical updates into clear business outcomes and next steps. You’re not just sharing data, you’re delivering critical insights.
Send prompt, concise meeting summaries and follow-ups that create alignment and accountability.
Ensure client visibility into all accounts and campaign performance dashboards.

Retention, Renewal, and Expansion

Begin renewal planning 30-45 days before a pilot ends. Present results, ROI, and next-phase strategy.
Identify opportunities where the client can expand campaigns into new markets, ICPs, or outbound channels.
Collaborate with Sales to shape and position business cases and renewal proposals.

Issue Management and Internal Alignment

Anticipate delivery risks such as lead quality, messaging fit, or coverage gaps.
Coordinate with the right internal owners to resolve issues quickly and maintain client confidence.
Keep communication proactive and transparent at all times.

Process and Playbook Contribution

Keep client success SOPs up to date including onboarding checklists, renewal templates, and escalation paths.
Work with Operations to refine reporting and automation workflows for better efficiency.
Contribute to client case studies, testimonials, and other success stories that reflect Beanstalk’s outcomes.

What you won’t do

You will not build lists, send emails, or run outbound campaigns.
You will not be responsible for complex automations, though you will collaborate with Operations to help translate a client’s business needs into possible technical solutions.
You will not wait for someone else to fix problems. You will take ownership of each client’s success plan and ensure progress continues.

Who you are

2–5+ years of experience in Customer Success, Account Management, or Project Management within a fast-paced or startup environment (ideally a B2B GTM, marketing, or lead generation agency).
A track record of turning short pilots or land-and-expand deals into multi-month or multi-channel engagements.
Strong understanding of outbound concepts such as ICP, messaging, deliverability, and dialer metrics.
Excellent communication skills with the ability to run effective meetings and write clear, confident follow-ups.
Familiarity with tools like Close CRM, Clay, Airtable, Notion, Slack, and dialers such as Orum, or the ability to learn quickly.

Key Competencies

Outcome-oriented: you care about measurable business impact, not just activity.
Executive presence: calm, confident, and credible when speaking with clients.
Commercial acumen: able to justify pricing, calculate ROI, and advocate for renewals.
Systems-minded: committed to accuracy, naming conventions, and process integrity.
Client-first mindset: quick to respond, reliable, and invested in long-term relationships.
Prioritization: skilled at balancing multiple clients and moving projects forward on time.

Compensation and Logistics

Competitive base salary based on experience and location.
Performance-based bonuses for renewals, upsells, and pre-paid terms.
Remote-first culture with strong collaboration and training support.
Flexible or part-time arrangements available for the right candidate.

Ready for Next Steps?

We’re excited to meet you!

Since this role is all about professional communication, your resume is only part of the story. To help us understand your communication style and potential fit, a short video submission (3-5 minutes) is a required part of this application.

You can use the following prompts as a guide (you do not need to answer all of them directly):

What drew you to this role and why does Beanstalk’s model appeal to you?
Describe a time you helped a client see clear results or ROI.
What kind of environment or leadership helps you do your best work?
If hired, what would your first 30 days look like?

Some Tips for Success!

We value clarity over production quality. Your phone camera is perfectly fine.
Focus on the content of your message and your professional presence.
Upload your video to a platform like YouTube (as "Unlisted"), Loom, or Vimeo and include the shareable link in your application.

Full-timeClient Success Manager