B2B Client Success Manager Porto

B2B Client Success Manager
Porto
Porto, Porto District, Portugal

About Upcision

Upcision is a B2B lead generation company that helps businesses connect with
- quality prospects. Our clients rely on us to deliver targeted leads that fuel their sales pipelines. We work with companies ranging from SMB to Fortune 500 that need a steady flow of qualified leads to grow.

As we continue to scale, we are looking for a Client Success & Operations Coordinator to ensure that clients are onboarded smoothly, lead delivery runs efficiently, and any issues are addressed quickly. This role is critical to maintaining strong client relationships and keeping operations running without bottlenecks.

Role Overview

We’re currently hiring a Client Success Manager — a role that blends client success, systems oversight, and
- on process management related to client delivery. You’ll play a critical role in onboarding new clients, setting up and auditing lead flows, analyzing return data, and ensuring operational issues that determine successful outcomes are identified and resolved fast. If you're someone who thrives in a
- accountability environment and enjoys owning both
- facing and contributory workstreams, this role is for you.

Key Responsibilities:

Own and manage client onboarding from start to finish — including CRM testing, lead routing,
- setting, and early
- ins

Set up and audit lead delivery workflows (e. g. , into Hub
Spot, Salesforce, Zoho, etc. ) to ensure leads are routed, received, and followed up on properly

Act as a first point of contact for clients — fielding questions, ensuring adoption, and spotting red flags

Monitor and process client lead return requests, identify patterns, and flag issues related to client misuse or internal breakdowns

Track return reasons and usage metrics to recommend changes that improve lead quality and client results

Troubleshoot delivery and setup errors (technical or
- based), coordinating with internal teams and clients as needed

Recommend and implement improvements to reduce manual work and improve speed, clarity, and outcomes

Maintain clean records on lead flow status, return tracking, client health, and account activity

Support contract delivery, activations, and other operational handoffs when needed

What We're Looking For:

Experience in client success, sales operations, or B2B account coordination

Strong systems/process thinker who understands the 80/20 principle and can focus on leverage over motion

Hands-on experience with CRMs like Salesforce, Hub
Spot, or Zoho (not just using them — ideally setting up or auditing automations and workflows)

Comfort with
- paced,
- changing priorities — and the ability to organize and
- prioritize without constant oversight

Strong communicator with high attention to detail and a clear writing style

Experience building playbooks, spotting inefficiencies, and improving process performance

Familiarity with tools like Airtable, Slack, Apollo, or Zapier is a plus

Bonus: experience auditing calls, enforcing SLAs, or reviewing
- level outcomes