Customer Success Representative
Core
Act as the focal point for B2B marketing clients, managing campaign setup, optimization, and reporting to drive data-driven business decisions.
Role type
Customer Success Representative (B2B Marketing Operations)
Builds
B2B marketing and data services campaigns for Fortune 500, Inc. 5000, and venture-backed companies
Domain
B2B Marketing, Data Analytics, Demand Generation
Deliverable
product features
Required skills
Campaign setup and management, Data file review and quality control, Customer communication (calls, email, chat), Report creation (PPT, Excel, BI), CRM and campaign software management, Trend analysis, Cross-functional collaboration with sales and operations
Preferred skills
Digital marketing best practices, B2B sales understanding, Proactive issue resolution
Responsibilities
Review and action internal/external emails, Conduct account performance check-in calls, Setup and launch new marketing campaigns, Lead kickoff calls and walk customers through campaign details, Perform high-level data file reviews and quality audits, Create custom and standard performance reports, Monitor campaign activity and identify potential challenges, Maintain internal CRM and campaign software, Collaborate with sales team on communication and reporting, Present summary presentations to customers
Seniority
Individual Contributor, mid-level execution
