What are the responsibilities and job description for the Customer Success Manager position at Grow Nearby?
The Reality Check
Most agency CSM roles are just "glorified customer service." You Chase tasks, apologize for delays, and act as a human punching bag.
This is not that role
At Grow Nearby, we don't hire task-chasers; we hire strategic partners. We are a Tampa-based, Inc. 5000 recognized agency that dominates the home service niche (HVAC, Plumbing, Garage Doors—the blue-collar backbone of America). We are scaling and we need a CSM who can run their portfolio like a high-growth business.
The Opportunity
You’ll own a portfolio of client relationships from onboarding forward. You will have the trust, the latest AI-driven tools, and the executive support to manage your accounts with total ownership. We work alongside a team that genuinely has your back—no silos, no finger-pointing, just growth.
Hybrid Schedule
- Work from home: Monday & Friday
- In-office (Tampa): Tuesday–Thursday
What You’ll Own
Client Leadership & Relationship Management
- Serve as the primary strategic point of contact for assigned clients
- Lead onboarding, alignment, and long-term relationship strategy
- Build trust with business owners and key decision-makers
- Communicate proactively, clearly, and confidently
- Set expectations and guide clients through performance conversations
Retention, Growth & Account Health
- Own client retention and long-term success
- Anticipate challenges before they become problems
- Lead high-level performance reviews and strategy calls
- Identify expansion opportunities aligned with client goals
- Advocate for clients internally while maintaining operational efficiency
Strategy & Cross-Team Collaboration
- Partner closely with SEO, PPC, website, and content teams
- Translate client goals into actionable marketing strategies
- Ensure deliverables align with agreed timelines and expectations
- Provide clear direction, feedback, and prioritization to internal teams
Culture & Leadership Impact
- Model strong communication and professionalism
- Contribute to improving processes and client experience
- Help elevate standards across the Customer Success team
- Be a positive, solutions-focused presence internally and externally
What We’re Looking For
- The Experience: 2 years in Agency Account Management or Customer Success. You’ve "been there, done that" in a fast-paced environment.
- The Voice: You are a confident communicator who can command a Zoom call with executives and business owners.
- The Grit: You’re comfortable navigating difficult conversations with professionalism and poise.
Bonus Points for: * Background in Home Services marketing (HVAC, Roofers, etc.).
- Experience managing a mid-to-large book of business without breaking a sweat.
What Sets Grow Nearby Apart?
- Inc. 5000 Growth: We aren't just surviving; we’re thriving. Join a company that is actually going somewhere.
- Hybrid Flexibility: We love our Monday/Friday WFH flow, but we value the energy of our Tuesday–Thursday collaborative sessions in our Tampa office.
- No Micromanagement: We hire experts and then get out of their way.
- Healthy Culture: We respect your time, your expertise, and your life outside of work.
What Success Looks Like
Six months from now, your clients don't just see Grow Nearby as a vendor—they see YOU as an indispensable part of their success. You’ll have a book of business that is stable, growing, and well-informed. You’ll feel proud of the impact you’re making on family-owned businesses across the country.
Ready to grow? Let's talk.