Location : La Jolla, CA (San Diego)

Type : Full-time

Reports to : CEO/Founder

We’re looking for an intelligent, well organized, and self motivated Customer Success Manager (CSM) to own client onboarding and campaign management while providing support to our B2B clients. 

You’ll be a primary point of contact post-sale, ensuring client onboarding and campaign execution goes smoothly while resolving any issues that arise and proactively managing campaigns towards successful outcomes while building the best possible relationships with our clients. This is a hands-on role for a superb written and verbal communicator who is hyper-organized and process oriented, with the ability to learn new software tools quickly, and cares about the success of our clients.

You’ll be a highly valued member of a small team at a seed stage startup that is profitable and growing fast. You’ll be working directly with the company’s founder in our San Diego office as well as a small team of globally distributed contributors.

SurveyMotion is a lean, fast-moving startup that delivers survey-driven demand generation for B2B SaaS companies. We help marketing leaders generate qualified leads and book more meetings—backed by real buyer insights. Our clients include CMOs and VPs of Marketing who want smarter ways to drive pipeline.

We're not another lead gen agency. We combine precision targeting and strategic survey design to put our client’s sales executives on the phone with ideal prospects.

With offices located less than a mile from the beach in beautiful La Jolla, California, we offer the opportunity to work for an exciting, early stage, profitable startup, in a world class location - where you can make a huge impact on our trajectory. 

• Lead kickoff calls to gather information from clients, set expectations, and assign action item
• Set up clients in internal systems (Asana, Airtable, Hubspot, and other SaaS)
• Assign tasks to various team members, including yourself, and manage projects to successful completion
• QA various deliverables from team members to be sure they meet the required standard for a successful campaign and resolve collaboratively as needed
• Demonstrate professionalism, accountability, clear communication, and a customer-first mentality
  

• Oversee the setup, launch, and performance tracking of each survey campaign
• Proactively communicate with clients throughout their customer lifecycle in collaboration with company founder
• Monitor campaign progress and performance; identify issues or optimization opportunities proactively

• Serve as a primary point of contact for client questions, updates, and issues
• Run regular check-ins to review performance and discuss next steps
• Manage execution of a client renewal and expansion motion

• 3+ years in customer success, account management, or campaign ops—ideally in B2B SaaS or marketing agency / lead generation environments
• Strong project management and communication skills
• Experience with B2B marketing/sales tech stacks (e.g. Airtable, CRM/HubSpot, Apollo, Google Sheets, Typeform, Calendly, and other SaaS)
• Self-starter who can deliver high quality work without being micro-managed, and can stay focused and organized in a constantly changing environment with competing priorities
• Confident communicating with senior marketing stakeholders (CMO, VP of Demand Gen)

• Experience running outbound email marketing campaigns
• Familiarity with B2B marketing/demand gen/sales terminology and metrics (MQLs, SQLs, pipeline, etc.)
• Copywriting skills