Client Success Lead

Title: Client Success Lead
Location: U.S. Based
Company: Risely LLC

Client Success Lead (Dallas/Fort Worth)

The Role

We’re looking for a Client Success Lead to join our leadership team. This role is designed for someone who loves building strong client relationships, mentoring account managers, and turning vision into strategy. As the Client Success Lead, you’ll be the heartbeat of our client-facing team — ensuring clients succeed, stay with us long term, and grow.

Mission

Ensure every client succeeds and stays, while mentoring and managing Account Managers.

Key Responsibilities

• Lead, coach, and mentor the Account Management team; set expectations and provide accountability.
• Own retention, upsell, and client performance KPIs.
• Personally manage 1–2 high-value accounts (while primarily leading the team).
• Join key client calls alongside AMs during escalations, renewals, or growth opportunities.
• Create client success playbooks, training materials, and performance dashboards.
• Partner with leadership to improve client experience and results.

Success Metrics

• Client retention ≥ 80% annually.
• Measurable growth in average client lifetime value.
• Achievement of upsell/expansion revenue targets.
• Demonstrated AM development through scorecards and feedback.

Ideal Background

• 5+ years in account management or client success, ideally in a digital marketing agency.
• Proven experience mentoring and leading client-facing teams.
• Strong communicator — able to turn complex strategy into clear direction.
• Comfortable rolling up your sleeves when needed while keeping a leadership mindset.

Location

• Dallas-Fort Worth based role, remote/hybrid friendly.