Client Success Manager

Who We Are

We’re an experiential marketing agency that specializes in creating dynamic brand experiences that make an impact. We believe these experiences are important moments that can happen anywhere — onsite at an event, online, on a billboard, or across any other channel of a campaign. Audiences are overwhelmed with brands competing for their attention, so it takes true expertise to break through and turn those moments into experiences. That’s where we come in.

As an employee-owned agency, we’re fueled by curiosity, creativity, and a drive to help brands break through in meaningful, memorable ways. We believe in being great, doing good, and having fun while delivering bold, results-driven, award-winning work. With offices in the SF Bay Area, New York, and Chicago, our client partners include some of the most recognizable brands in the world. More than just vendors, we’re strategic allies and production-born experts who help brands own every moment — wherever they take place.

The Role

As a Client Success Manager, you’ll play a vital role in supporting one or more of our Vice Presidents of Client Success. You’ll work across all facets of client management and the sales cycle, helping nurture existing client relationships while contributing to prospective opportunities. Acting as a trusted advocate for clients, you’ll partner closely with internal teams to bring projects to life, ensure processes are followed, and deliver programs that exceed expectations.

Key Responsibilities

• Manage day-to-day client needs, ensuring projects and programs run smoothly
• Establish project requirements, priorities, and timelines, tracking progress and deliverables
• Document and share meeting notes, including action items and next steps
• Collaborate with cross-functional teams across time zones and manage vendor/partner relationships
• Build strong, long-term relationships with clients and ensure coordination of program deliverables
• Maintain project documentation, financial tracking, and regular status updates
• Support financial processes, including budget reviews and invoicing
• Contribute to both internal and client-facing post-project reviews
• Schedule and drive regular meetings with managers and account teams, providing timely reporting and feedback
• Archive all project elements in alignment with established procedures
• Support special projects as requested by leadership

What Success Looks Like

• You deliver projects on time, within budget, and with seamless communication across stakeholders
• Your clients feel supported, engaged, and confident in your ability to anticipate and address their needs
• You strengthen internal collaboration by keeping teams aligned, informed, and focused on outcomes
• Your attention to detail ensures financial processes (budget reviews, invoicing, and compliance) run smoothly
• You drive continuous improvement by capturing insights during post-project reviews and applying them to future work

You’ll Thrive If You…

• Bring strong project management and organizational skills to keep complex programs moving forward
• Communicate with clarity and confidence at all levels, internally and externally
• Excel at collaborating with cross-functional teams and guiding them toward success
• Have an eye for process improvement and innovation
• Are passionate about delivering exceptional client experiences

At Invision, this role isn’t about checking boxes. It’s about creating momentum - for our clients, our teams, and the agency as a whole.

Additional Details

• Experience: A minimum of 1-3 years of experience in event or related industries in an account and/or sales support capacity is required.
• Travel: This role involves some travel. All business travel is reimbursed in accordance with federal and state guidelines.
• Work Arrangement & Hours: This role may be remote or hybrid, depending on location, and candidates must be based in the Central or Eastern time zones.

Compensation & Benefits

For this role, we offer a base salary range of $55,000 - $75,000. Individual total compensation will vary based on factors such as qualifications, experience, skill level, competencies, and work location. Please note that the base pay range is a guideline, and actual offers may differ to account for internal equity and market conditions.

In addition to base pay, Invision provides a comprehensive package that includes multiple medical, dental, and vision plan options, flexible spending accounts, a 401(k) plan with company match, company-paid life and disability insurance, and profit-sharing opportunities. As an employee-owned company, eligible employees may also have the opportunity to share in Invision’s long-term success through discretionary ESOP allocations. We support work-life balance and wellbeing with generous paid time off, 12 annual company holidays plus a year-end office closure, a milestone recognition program, and a Family Leave Perks Program to support employees and their loved ones during life’s most important moments.

Inclusion at Invision

At Invision, we believe that diverse perspectives drive stronger outcomes. We’re committed to fostering an environment where everyone feels valued, respected, and empowered to contribute. We never discriminate based on race, religion, national origin, gender identity or expression, sexual orientation, age, marital status, veteran status, or disability status. All information will be kept confidential according to EEO guidelines.

About This Job Description

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.