About Invision
We're an experiential marketing agency that specializes in creating dynamic brand experiences that make an impact, and we believe these experiences are important moments that can happen anywhere — whether onsite at an event, online, at the top of a billboard or in any other channel of a campaign.
Audiences are overwhelmed with other brands competing for their attention, so it takes a true expert to break through and make those moments an experience. That's where we come in… employee-owners with a diverse skillset and history of doing darn-good, results-driven, award-winning work.
With offices in SF Bay Area, New York and Chicago, our client partners include some of the most recognizable brands in the world. We help brands own every moment, wherever they take place.
Job Details
- Job Title: Client Success Manager
- Supervision Received: Associate Director, Client Success/CS Manager Support
- Exemption Status: Exempt
Job Summary
The Client Success Manager will assist one or more of the VPs of Client Success. This position works with a team on projects and/or proposals, as well as building client relationships. This role covers all facets of client management and the sales cycle, including supporting existing clients as well as helping prospective clients. This position is also the client advocate within the agency, working with other departments to help bring projects to life and to ensure that processes are being followed and managed.
Tasks/Responsibilities
The general duties and responsibilities of the position are as follows:
Client Project Support
- Support Client Success on needs during the day-to-day management of client's business and programs
- Establish project requirements, priorities and deadlines with the account team and track to them
- Take and distribute notes during all meetings with written follow-up noting next steps/deliverables
- Collaborate and manage relationships with internal cross-functional teams across time zones and vendors/partners
- Develop and maintain appropriate levels of communication with client, vendors, and partners with an eye on building long-term relationships and ensure coordination of all program components and deliverables
- Create, maintain and track all relevant project documents such as signed deliverables, project finances, project status report/update to account management and clients
- Support team in managing the financial relationship with the client, including scheduling internal and client budget reviews, ensuring clients are invoiced in accordance with internal policies and client agreements
- Participate in internal post-project review with Account team, Production, Strategy and Creative teams
- Participate in Client post-project review with internal and client teams as needed
Internal Project Support
- Schedule and drive regular meetings with manager and account team and provide timely reporting and feedback before, during and after check-ins
- Assist in archiving all project elements in project database as described in the archiving checklist
- Special projects as requested by Associate Director, Client Success/CS Manager Support
Skills, Knowledge & Abilities
- Strong project management skills
- Strategic planning and creative problem-solving skills
- Ability to communicate and present effectively with all levels of management
- Ability to work well under pressure in a fast-paced, dynamic environment
- Ability to multitask and prioritize effectively
- Ability to effectively manage teams as well as work effectively as part of a team
- An eye for innovating to improve processes or deliverables
- B2B event experience a plus
- Passion for providing excellent service and quality
Hours
- Office hours are 8:30 a.m. to 5:30 p.m., Monday through Friday (40 hours per week).However, due to the nature and scope of the position days and hours may fluctuate.
Physical Requirements
- Ability to perform job duties that may include an average amount of lifting (+ or – 25lbs.), sitting, bending, stooping and standing is required.
Travel Requirements
- Some travel is associated with this position. Travel for Invision-related business is reimbursable at the amount allotted under state & federal guidelines.
Education/Experience:
- This position requires a minimum of 1-3 years' experience in event or related industries in an account and/or sales support capacity.
Salary:
- SALARY: The salary range for this role is from $57,000.00 to $75,000.00. Specific pricing for the role may vary within the above range based on factors including geographic location, candidate experience, and skills. This role may also be eligible for additional compensation. Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, which if any, depends on various factors, including, without limitation, individual and organizational performance. In addition, employees are eligible for benefits including paid time off, medical, dental and retirement.
The above statements are meant to describe the general routine nature of work performed by people being assigned to this classification. This should not be construed as a contract or an all-inclusive list of job requirements. Invision management reserves the right to alter the job description and/or position classification based upon business necessity and company profitability.

PI90ce25cac7a5-37437-38494619