Head of Customer Success & Campaign Strategy

• Location: 100% remote with flexible working hours. Must work in USA time zones

• Working Hours: Full-time, Monday-Friday

• Type: Independent Contractor

• Timeline: ASAP

• Language: English is your first language

About Us

We're a sales development and appointment setting agency, recognized as one of the top 5 companies in the world in our space. We’ve been around for 4 years and have a remote team of roughly 60 people. We work with lots of B2B tech clients who typically have between 50-1000 employees. We’re a bootstrapped company with high growth, having 2-3x revenue every year since we started. In 2025 alone, we’re on pace to 2.5x revenue compared to 2024.

About You

• 4+ years of sales & account management experience, ideally in a fast-paced agency environment

• Familiarity with CRMs such as HubSpot & Salesforce

• Expert in contact data tools such as ZoomInfo, SalesIntel, Apollo, or Clay

• Excellent communication and interpersonal skills, especially in a remote environment

• Ability to stay organized, manage your time effectively, and prioritize

• Reliable internet connection and a quiet workspace for remote work

Role and Responsibilities

• Assist CSMs with filtering, targeting, and campaign strategy

• Join onboarding calls for all new clients

• Track churn, reduce churn, and execute client upselling opportunities in PandaDoc

• Support clients by joining check-in calls when necessary

• Hire, manage, and train CSMs

• Have 1v1 with each CSM and review their accounts, and work on where they can improve individually

• Track each CSM and their individual client churn

• Track top churn by client type/industry as well as churn reason

• Build out processes and SOPs in Notion

• SDR assignment/allocation to projects

• Ability to shift gears fast from client to client

Benefits

• Potential for growth and advancement within the company

• Seat at the table to help steer the company's direction

• Observe all US holidays

• 15 PTO days

• Bonus program based on revenue goals

Specific skill set & experience that's important

Having worked at an agency, it would be nice. This role is a blend of customer success and sales acumen in developing outbound strategy and campaigns for our clients. You need to be familiar with tools like Sales Intel, ZoomInfo, Clay, and how to do list building. 4+ years in sales and account management would be ideal.

Salary Range

• $7000-$8500/month

Time zone preference/overlapping hours

• This is a fully remote role but you need to be working USA working hours, ideally Central or Eastern. 

Application Process

Here is the outline of the whole application process, so you know what to expect:

1. Fill in and submit the application form.

2. Several video interviews (between 15-60 minutes long) where we try to get to know you better and give you a chance to get to know us, as well as talk about your previous experiences and future goals.

3. Top candidates will be invited for a test project.

4. If that goes well, we will make an offer and continue working together!

LevelUp Leads asks respectfully to only apply through the application form and not email/apply to them directly. Recruiters and Agencies please do not contact LevelUp Leads directly.