Customer Success Strategist

About the role

This is a proactive, strategy-oriented position focused on helping our sales and customer success teams deliver measurable outcomes for local businesses across Connecticut. You will not manage a reactive book of business. Your job is to stay ahead of the data, ahead of the risks, and ahead of the opportunity, and then equip the people around you to act on what you find.

Responsibilities

• Strategic partnership. Serve as a trusted strategic resource to sales and customer success teams, developing proactive, data-backed recommendations that align digital programs to each client's business goals.
• AI-powered performance analysis. Leverage our AI intelligence tools alongside platform data, Google Analytics/GA4, Salesforce insights, Google Ads, and Meta Ads Manager to identify campaign trends, optimization opportunities, and risk signals before they become problems.
• Campaign strategy & optimization. Recommend and support digital marketing strategies across SEO, SEM, Google Ads, Meta Ads, Programmatic Display, Email Marketing, and website solutions, with a clear understanding of how each product performs, fails, and improves.
• Paid media insight development. Review paid search and paid social performance signals such as budget pacing, conversion activity, keyword/search-term trends, audience performance, creative engagement, targeting, landing-page alignment, and lead quality to help teams prioritize the right next action.
• Client narrative development. Translate data into compelling, clear performance stories for business reviews, renewal conversations, and growth planning sessions, equipping sales teams to walk into every client meeting with confidence.
• Onboarding strategy. Partner with sales, fulfillment, and operations to confirm client goals, success metrics, product mix, tracking needs, timelines, and launch expectations at the start of every new engagement.
• Retention & growth intelligence. Proactively identify renewal risks and upsell opportunities through structured customer success planning, data review, and collaboration with account teams.
• AI fluency & adoption. Actively develop and apply proficiency with AI tools to accelerate analysis, sharpen recommendations, and help the broader team build confidence in data-driven decision-making.

Qualifications

• Strong working knowledge of SEO, SEM, Paid Search, Paid Social Advertising, Programmatic Display, Email Marketing, and website performance, including how these products are sold, measured, and optimized for local businesses.
• Hands-on or working experience with Google Ads and Meta Ads Manager is strongly preferred.
• Ability to interpret performance data across platforms, diagnose trends, identify root causes, and convert raw numbers into practical strategic recommendations.
• A genuine interest in how AI tools are changing the way digital strategy is developed and communicated.
• Exceptional ability to translate complex data and strategy into concise, compelling narratives for both internal teams and client-facing audiences.
• Comfort working across sales, fulfillment, operations, and leadership teams, building trust through follow-through, clear communication, and reliable insight.
• Google Analytics/GA4 experience strongly preferred.
• Familiarity with Salesforce, performance dashboards, digital reporting tools, Google Ads, Meta Ads Manager, and common paid media KPIs such as CTR, CPC, CPA, ROAS, conversion rate, and cost per lead is a significant advantage.
• Proactive mindset. This role rewards people who act before being asked. If your instinct is to identify the problem before it surfaces, and to propose the solution before it's requested, you'll thrive here.