Customer Success Manager

MUST HAVE MARKETING EXPERIENCEAbout The JobManage the day-to-day operations of the business by:

1. Onboarding new clients
2. Developing campaign thesis
3. Managing/Launching campaigns
4. Communicating with clients
5. Communicating with the team

Outcomes/Key Performance IndicationsThe actions you take in our business will result in:Onboarding New Clients:

When Borks' signs a new client, you’ll handle initial communication via Slack, purchase their infrastructure (domains + email accounts), and keep them updated on every step of the onboarding process.

Developing Campaign Thesis:

After a client submits their onboarding form, you’ll review their responses and create a thesis for targeting and copywriting. This will be added to the client’s onboarding sheet and discussed during the onboarding call.

For existing clients, when a campaign reaches 60% completion, you’ll communicate with them to brainstorm new campaign ideas based on results from the current one.

Managing/Launching Campaigns:

Once the campaign thesis is approved, your priority is launching the new campaign promptly. A new campaign should be ready when the previous one hits 100%. We ramp up email sending over four weeks: starting at 5/day/inbox and doubling weekly until reaching 20/day/inbox.

Regularly monitor active campaigns to ensure smooth operation. Our Airtable interface provides all the necessary stats for informed decision-making.

Communicating With Clients:

Engage with clients twice weekly (Monday & Friday) to review performance and upcoming plans. Provide updates and share new ideas throughout the week.

Every Friday, send a weekly report summarizing emails sent, replies, positive responses, meetings booked, and a 4-5 minute video with new campaign ideas. Clients pay a high-ticket monthly retainer, so treat them like first-class passengers. Offer weekly 1-on-1 check-in calls and promptly update the team after these calls to keep everyone aligned.

Daily Team & Administrative TasksTeam Communication:

• Check in with Tyler daily to share updates and discuss your tasks.
• Suggest workflow improvements and ask questions—no such thing as too many questions.

Deliver Work On Time:

• Monitor Slack for notifications about new clients or campaigns needing updates.

Creating SOPs and Improving Workflows:

• Document your work to support future team expansion.
• Provide feedback to refine current processes.

Getting StartedConsume All Content & SOPs:

Review our extensive resources on cold email, including YouTube videos, SOPs, and our cold email course. Take detailed notes to understand our methods and the industry.

Shadow the Team:

During your first 1-3 months, focus on shadowing the team. Join calls to observe campaign building, client interactions, and daily operations. Learn the dos and don’ts firsthand.

CapabilitiesCritical Thinking and Problem Solving:

You’ll manage daily operations, addressing unforeseen challenges as they arise. Stay calm under pressure and rely on your experience to think critically. Always seek ways to optimize processes and better serve clients.

Communication and Innovation:

Keep the team and clients updated on your work and insights. Clearly and transparently share your thought process. Our biggest breakthroughs come from refining processes, so always look for opportunities to innovate.

Honesty and Humility:

Admit when you’re stuck, need help, or make a mistake—it’s part of the game. Acknowledging errors helps us assist you and resolve issues faster. Clients value this honesty.

Challenge the Status Quo:

Even if daily operations are running smoothly, always explore how they can improve further.

Attention to Detail:

The smallest details can have the biggest impact. Stay process-oriented and meticulous.

About The Team

Our mission is to help B2B companies grow their annual sales by building systems that don’t just book calls but connect them with real buyers ready that take action. We’ve earned a reputation for getting results through straightforward processes and honest, meaningful relationships with our clients.

We’re all about making things easier for our clients—helping them generate leads, streamline their workflows, and focus on what they’re great at. We tackle problems head-on, cut through the noise, and create solutions that actually make a difference.

You’ll be joining a team that works hard, collaborates well, and keeps things real. We don’t waste time on unnecessary meetings or complicated protocols—we just get things done and enjoy the process.

This role is for someone who wants to learn, grow, and make an impact without being bogged down constantly. You’ll have the freedom to take ownership of your work, make real contributions, and see the results of what you do. If you’re ready to help shape the way B2B companies grow, this is the place for you.

Benefits Of The JobGrowth: You’ll pick up valuable marketing skills and real-world experience that will help you grow and thrive in your career, all while learning hands-on every day.

Ownership: In this role, you’ll get to manage your own projects and work directly with clients, taking charge of making things happen and seeing the results of your work.

Purpose: This isn’t just another job. You’ll be part of a team that’s actually making a difference, helping businesses grow and creating a real impact.

Impact: The work you do will make a difference for B2B companies, be part of their success stories, and even shape the content and case studies we create going forward.