Global Client Success Manager
2X
- Pasig City, Philippines
- Mid Level
- 3+ years
- Posted
Skills
Required
- client success / account management / project management / marketing
- health monitoring tools / CRM platforms
- Gainsight
- Salesforce
- B2B marketing operations
- campaign execution
- performance reporting
- AI
Preferred
- delivering structured, metrics-forward check-ins
- tracking signals
- escalating risks
- review delivery
- responsive
Responsibilities
- At this level, execution is the standard and the Growth Partnership playbook is your operating guide.
- The relationships you build and the service quality you deliver are what keep accounts in the portfolio and create the conditions for growth.
- You run monthly Performance Reviews with precision, monitor account health through Knownwell, and surface risks and signals to your Sr.
- Global CSM before they become escalations.
- Own the day-to-day client relationship for assigned accounts — serving as the named point of accountability for delivery health, communication, and client satisfaction.
- Lead monthly Performance Reviews — delivering structured, metrics-forward check-ins that give clients clarity on how 2X is performing and what’s coming next.
- Monitor account health via Knownwell — tracking signals, escalating risks to your Sr. Global CSM with context, and adjusting engagement intensity based on health data.
- Coordinate delivery handoffs and cross-functional execution — working with the shared CDD allocation and internal delivery teams to keep projects on track and expectations aligned.
- Maintain accurate and timely Salesforce records — supporting reporting, forecasting, and portfolio visibility across the Growth Partnership team.
- Execute the scaled playbook with consistency and rigor — following established processes for account management, review delivery, and client communication.
- Build trusted client relationships through responsive, reliable engagement — making complexity feel simple and delivery feel dependable.
- Surface expansion signals and risk flags to your Sr. Global CSM
- Global CSM — providing the account context needed to support coverage decisions and commercial motion.
Requirements
- 3–5+ years of experience in client success, account management, project management, or marketing operations in a B2B or agency environment.
- Experience managing client communications and coordinating delivery across cross-functional teams.
- Strong organizational and time management skills — able to manage multiple accounts simultaneously with precision and calm.
- Familiarity with health monitoring tools or CRM platforms (Knownwell, Gainsight, Salesforce, or equivalent).
- Solid understanding of B2B marketing operations, campaign execution, and performance reporting.
- Excellent written and verbal communication skills — able to deliver Performance Reviews with clarity and confidence.
- Available for AMER business hours overlap (US Eastern/Central time zone coverage required).
- Hands-on experience using AI tools to improve the speed or quality of work — with specific examples of how AI has changed how you operate.
Your Mindset
- AI-Forward: Uses AI tools to work faster and more accurately — in Performance Review preparation, status reporting, client communication drafts, and account research.
- Can demonstrate specific examples of how AI has changed how they operate.
- Outcome-Driven: Anchors every account interaction in the outcomes that matter — NPS 70+, on-time delivery, and account retention.
- Does not confuse activity with impact.
- Playbook Disciplined: Follows the scaled playbook with consistency and rigor — understands that reliability at scale is built on process, not improvisation.
- Client-Obsessed: Earns client trust through responsiveness, follow-through, and making every interaction feel intentional.
- The relationship starts with showing up the same way, every time.
- Collaborative by Nature: Operates as part of a team — shares account context proactively, escalates early, and makes the Sr. Global CSM and delivery teams more effective by keeping them informed.
- Relationship-Led: Builds meaningful client relationships within the scope of the Growth model — the kind of trust that keeps accounts stable and creates the conditions for growth.
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