Client Success Associate

Visualis is a creative and marketing agency specializing in branding, digital marketing, content strategy, and web development. We partner with brands to build impactful creative strategies and drive meaningful engagement.

We are looking for a Client Success Associate (CSA) to support client relationships, assist in project coordination, and ensure smooth communication between clients and internal teams. This role is ideal for someone highly organized, proactive, and passionate about delivering exceptional client experiences in a creative agency environment.

Key Responsibilities

Client Support & Relationship Management:

• Act as the first point of contact for client inquiries, ensuring timely and professional responses.
• Support Client Success Managers in maintaining strong client relationships through regular check-ins and status updates.
• Assist in setting clear expectations with clients regarding project timelines, deliverables, and objectives.
• Help resolve client concerns promptly and escalate complex issues when necessary.

Project Coordination & Execution:

• Assist in managing timelines, deliverables, and workflows across creative, marketing, and development teams.
• Track project progress to ensure deadlines are met and expectations are aligned.
• Help prepare client reports, presentations, and campaign performance updates.
• Collaborate with internal teams to maintain smooth execution of projects, from branding and design to digital marketing campaigns.

Internal Collaboration & Process Improvement:

• Work closely with the marketing, creative, and development teams to ensure client objectives are met.
• Assist in implementing and maintaining Visualis' Airtable workflow for efficient project tracking.
• Gather client feedback and contribute to improving processes, ensuring a streamlined client experience.
• Support the integration of tools like HubSpot, Jira, or other marketing automation platforms for efficient workflow management.

Data & Performance Monitoring:

• Monitor client campaign performance, gathering insights and recommendations for improvement.
• Maintain accurate records of client interactions, deliverables, and key performance indicators.
  

Qualifications

Required Experience:

• 3 years of experience in client success, account coordination, or project management within a marketing, creative, or digital agency.
• Exposure to digital marketing, branding, content strategy, or web development is a plus.
• Excellent project management and problem-solving skills to optimize workflows across multiple teams.

Skills & Competencies:

• Strong communication skills with the ability to maintain professional and positive client relationships.
• Highly organized and able to track multiple projects while prioritizing tasks effectively.
• Detail-oriented with a focus on accuracy in reporting and project execution.
• Proactive, adaptable, and comfortable working in a fast-paced, dynamic environment.
• Familiarity with project management tools such as Airtable, Asana, Jira, Trello, or HubSpot is a plus.

Preferred Experience:

• Background in marketing, advertising, or creative industries.
• Understanding of SEO, social media marketing, content marketing, and paid media.
• Experience using CRM tools like HubSpot for client communication and reporting.