Overview
Client Success Manager Jobs in San Diego, CA at SweepLift
Title: Client Success Manager
Company: SweepLift
Location: San Diego, CA
Client Success Manager
Company: SweepLift, Inc. · Team: Client Success · Reports to: CEO
Location: Remote — fluent English and reliable overlap with US business hours (PT/ET) required · Type: Full-time
About SweepLift
SweepLift is the market leader in Smart Incentivized Lead Generation for B2B. We turn ad spend into qualified sales meetings through incentivized, multi-channel campaigns — LinkedIn and Meta ads, email outreach, and survey-driven landing pages — supported by our own platform for surveys, scheduling, rewards, and analytics.
A Smart Incentivized Lead Generation campaign uses a targeted reward to motivate the right buyer to take a real action — complete a qualifying survey and book a meeting — while our platform screens for fit and filters out incentive fraud. The result is qualified pipeline, not vanity metrics.
What makes the work demanding and interesting is the range of industries we serve. In any given quarter our clients span cybersecurity, fintech and finance automation, DevOps and developer tools, advanced manufacturing, and more — each with a different buyer, a different sales cycle, and a different definition of a “qualified meeting.” Every campaign is built to fit the client, and we expect our team to use AI to automate and scale that work.
We’re a small, fast-moving team. In this role, you’re the face of SweepLift for your clients — the person they rely on day to day.
The Role
We’re hiring a Client Success Manager to own the relationship and the demand-gen strategy for a portfolio of clients. You’re the strategic lead and operational quarterback for your accounts: you shape the campaign approach within what each client has purchased, run the recurring client meetings, turn performance into the next move, brief the campaign operations team, and keep launches and iterations on time and on quality.
Your top priority is keeping clients and growing them — driving renewals, surfacing upsells, and getting clients actively using the SweepLift platform. You’ll collaborate with Sales to onboard new clients, and with the campaign operations team to make sure launches and iterations ship on schedule. The CEO owns SweepLift’s overall methodology and stays close on the most strategic and at-risk accounts.
This is equal parts relationship building, strategy, and execution. For each client you’ll refine the ICP and audience, channel mix, messaging angle, and optimization roadmap — within the scope of what was sold — then make it real by briefing the team and reviewing results with the client. Because our clients sit across so many industries, you’ll get smart on an unfamiliar buyer quickly, and use AI to develop better processes and scale your output.
What You’ll Own
- Renewals, upsells & platform adoption (most important)
- Drive renewals: spot churn signals early, lead the save, and own renewal readiness so there are no surprise non-renewals.
- Surface upsell and expansion opportunities and tee them up with the context Sales needs to close. (You surface and set up; Sales closes.)
- Drive client adoption of the SweepLift platform.
Client relationships & cadence
- Serve as the primary contact and strategic lead for your accounts; run recurring client meetings and performance reviews.
- Set and manage expectations on timelines, deliverables, and realistic meeting volume — keep clients informed proactively, not reactively.
- Build trust by understanding each client’s business and buyer, not just their metrics.
Onboarding
- Collaborate with Sales to onboard new clients end-to-end against our checklist: kickoff, onboarding survey, account access, platform/CRM/tracker configuration, channel setup, and first campaign launch.
- Establish success benchmarks with each client up front so performance is measured against a shared definition of “working.”
Per-client strategy & optimization
- Shape the demand-gen approach for each client — ICP and audience, channel mix, messaging angle, incentive structure, optimization roadmap — within the scope of what was sold.
- Read campaign data (LinkedIn, Meta, Google, email) and turn it into plain-English recommendations for clients and concrete tasks for the team.
- Run regular optimization reviews; drive targeting refinements, creative refreshes, landing-page fixes, and messaging changes when results lag.
- Resolve recurring operational issues that affect client trust: lead routing and visibility, reward/gift-card fulfillment, survey updates, and CRM sync.
Briefs & campaign operations
- Translate strategy into clear, complete briefs the campaign operations team can execute without back-and-forth.
- Work with the campaign operations team to make sure launches and iterations are done on time, owning timelines and final QA.
- Keep the Client Build board accurate and current as the single source of truth for every account.
What Success Looks Like
First 30 days — Learn our platform, playbooks, and the Client Build workflow; shadow live client meetings; start taking ownership of onboarding for new accounts.
First 60 days — Fully ramped: independently owning the strategy and cadence for your book, writing briefs that ship without rework, driving optimizations proactively, and flagging renewal risk and upsell opportunities before you’re asked.
You’re a Strong Fit If You Have
- 3+ years in client success, account management, or account strategy in a B2B environment, with real ownership of client outcomes.
- Marketing strategy experience (required). You can build a demand-gen strategy — ICP, channel mix, messaging, paid media across LinkedIn/Meta/Google and/or email — and you’ve done it for more than one type of business. You read campaign data, form a point of view, and defend it.
- A retention and growth instinct — you keep clients and expand them.
- The ability to develop new processes, align the right tools, and use AI to automate and scale.
- The ability to ramp on an unfamiliar industry and buyer quickly.
- Proven ability to run client relationships independently, including hard conversations about underperformance.
- Strong project-coordination instincts — you keep multiple builds and deadlines on track across a team without dropping threads.
- Clear, concise writing. (Briefs are a core deliverable.)
Nice to Have
- Direct experience with incentivized or survey-based demand gen.
- Exposure to several of the verticals we serve (B2B SaaS, fintech, cybersecurity, manufacturing, professional services).
- Hands-on familiarity with our stack (below).
- A retention/save track record you can point to.
Tools You’ll Live In
monday.com · Claude · HubSpot · LinkedIn Campaign Manager · Meta Campaign Manager · Google Ads Manager · Slack · Google Workspace (Docs, Sheets, Slides, Drive).
Compensation
Base salary: $65,000–$75,000, plus a performance bonus weighted toward client retention/renewals and qualified upsells sourced. OTE: $75,000-$85,000. Remote, open to candidates across a range of locations (including outside the US) with fluent English and reliable PT/ET overlap.
SweepLift is an equal opportunity employer. We evaluate candidates on their ability to do the job and their fit with a small, high-ownership team.
