Description About the Role
We're seeking an experienced, highly organized Client Success Manager with
clear spoken English
that is easy to understand for North American clients to join our rapidly growing dental marketing team. This is a fully remote position focused on managing client relationships, improving client retention, supporting campaign performance, and ensuring our dental practice partners receive a professional, organized, and results-driven experience. You'll be the main point of contact for assigned dental clinics after they join our program. Your role is to guide clients through onboarding, keep communication clear, coordinate with our internal team, monitor campaign performance, and ensure clients stay aligned, informed, and confident in the work being delivered. This is not a passive customer support role. This is a client ownership role for someone who is proactive, detail-oriented, strong on calls, excellent with follow-up, and comfortable managing multiple client accounts at once.
Key Responsibilities
Serve as the main point of contact for assigned dental practice clients
Lead client onboarding and ensure all required assets, access, approvals, and campaign details are collected on time
Manage ongoing client communication through email, calls, Slack, CRM, and internal project management systems
Schedule and lead client check-in calls to review campaign performance, lead quality, bookings, show rates, and next steps
Work closely with media buyers, appointment setters, creatives, and operations to ensure campaigns are launched and managed properly
Track client performance metrics and identify issues before they become client complaints
Follow up consistently with clients to collect feedback, treatment updates, patient outcomes, revenue updates, testimonials, and case information
Ensure clients understand campaign expectations, timelines, deliverables, and their role in successful outcomes
Escalate urgent client issues internally and help drive fast, professional solutions
Maintain detailed client notes, updates, call summaries, action items, and next steps in our CRM/project management systems
Support client retention by building trust, communicating clearly, and ensuring clients feel taken care of
Identify upsell or expansion opportunities when clients are seeing strong results
Collaborate with leadership to improve onboarding, reporting, communication systems, and the overall client experience
Ensure no client account is left unmanaged, unclear, or waiting too long for a response
Requirements Required Experience
Minimum 3+ years of proven client success, account management, customer success, or relationship management experience
Prior experience in the dental, healthcare, marketing,



or agency space is strongly preferred
Experience managing multiple client accounts at the same time
Strong ability to communicate professionally with business owners, dental teams, and internal departments
Clear spoken English that is easy to understand for North American clients
Experience leading client calls, presenting updates, and explaining performance in a simple, confident way
Strong computer skills and experience using CRM, project management, reporting, or communication platforms
Proven ability to stay organized, follow up consistently, and keep client accounts moving forward
Ability to handle client concerns, difficult conversations, and urgent issues with professionalism Essential Qualities
Highly organized with strong attention to detail
Proactive and able to anticipate problems before they escalate
Strong follow-through, you do not let tasks, clients, or action items slip
Confident communicator who can lead calls and keep clients aligned
Calm under pressure and able to manage client concerns professionally
Comfortable working in a fast-paced remote environment
Able to manage your own schedule, priorities, and client workload
Strong sense of ownership over client outcomes and retention
Team-oriented and able to coordinate across marketing, sales, creative, and operations departments
Comfortable with repetitive follow-up and administrative tasks while maintaining a high level of professionalism Training & Development
Comprehensive training provided on our services, systems, client onboarding process, and reporting structure
In-depth training on dental marketing campaigns, lead generation, appointment setting, and client performance metrics
Ongoing coaching and support from leadership
Access to internal SOPs, scripts, reporting templates, and client communication resources
Regular training updates as we improve our systems, services, and client delivery process
Opportunities to grow into a senior client success, operations, or leadership role as the company expands Equipment & Workspace
Requirements
You must provide your own laptop or desktop computer capable of handling video calls, CRM systems, reporting tools, and communication platforms
Reliable high-speed internet connection, wired preferred
Professional headset or microphone suitable for clear, high-quality client calls
Quiet, distraction-free workspace with a clean,



professional webcam and background
Ability to work from a private environment where client calls and sensitive business information cannot be overheard
Available to work during core North American business hours
Backup power and internet solutions are a plus and recommended for reliability
Benefits
Compensation & Benefits Competitive fixed monthly salary well above industry standards for experienced client success professionals Commission for upselling additional services Stable, predictable compensation with no cold calling and no commission-based pressure Paid comprehensive onboarding and continuous training 100% remote position with a supportive, fast-growing team Clear structure, systems, and SOPs so you can focus on doing great work Real path to grow into senior client success, operations, or leadership roles as we scale
Idóneo Candidate Profile
You're someone who: Takes full ownership of your client accounts and never lets one fall through the cracks Communicates clearly and confidently, whether on a call, in an email, or on Slack Stays organized and on top of follow-ups even when managing many clients at once Anticipates problems early and solves them before they reach the client Enjoys building long-term relationships and helping clients see real results Works independently and manages your own time without constant supervision Stays calm, professional, and solution-focused under pressure About Us We're a leading dental marketing company specializing in patient acquisition for dental practices across North America.
Our proven lead generation systems create genuine interest from qualified patients, and our appointment setting team converts that interest into booked appointments. As we grow, we need exceptional Client Success Managers to keep our dental practice partners informed, aligned, and confident in the results we deliver. This is your opportunity to join a fast-growing company where your organization, communication, and ownership directly impact client retention and the success of the practices we serve. This is not an entry-level position.
We're looking for experienced client success professionals who can take ownership of their accounts with minimal supervision. You don't need to be a dental expert, we'll teach you everything you need to know. What you do need is the organization, communication skills, and follow-through to keep clients happy and results on track.
How to Apply
Ready to take ownership of client success in a fast-growing company? Submit your resume along with a brief note explaining your best client retention or account management achievement and why you're the right person to keep our clients aligned, informed, and confident.

📌 Client Success Manager (Dental Industry) - Full-Time, Remote (Canada Hours)
🏢 Dental Media
📍 Xico