Client Success & Integration Partner

Clicki helps small businesses grow through referrals instead of relying on expensive ads. Our platform powers automated referral programs, tracks performance in real time, and handles payouts seamlessly.

We’re growing quickly and looking for someone who can build strong client relationships while confidently navigating the platform's technical side.

This is a client-facing, relationship-driven role with a technical edge.

You’ll work closely with clients to launch, troubleshoot, and improve their referral programs. You’ll become a trusted partner; someone they rely on for guidance, not just answers.

At the same time, you’ll support integrations, automation tools, and CRM connections to ensure everything runs smoothly behind the scenes.

A Day in the Life

No two days look exactly the same, but a typical day might include:

• Jumping into a kickoff call with a new client to walk through their first campaign
• Troubleshooting why a referral or payout didn’t trigger as expected
• Helping a client connect their CRM and testing that data is flowing correctly
• Following up with an existing client to improve performance or launch a new campaign
• Collaborating with product or engineering on a bug or edge case
• Answering client questions and making sure they feel confident using the platform

Some days are more relationship-focused, others lean technical, and most are a mix of both.

What You’ll Do

Client Success & Relationship Management

• Guide new clients through onboarding and campaign launches
• Build strong, ongoing relationships with clients
• Act as a trusted advisor focused on helping them grow
• Proactively follow up to ensure success and engagement

Support & Problem Solving

• Help clients with campaign setup, referral tracking, and payouts
• Troubleshoot issues and clearly explain solutions
• Deliver fast, thoughtful responses that build trust

Integrations & Technical Support

• Assist with connecting Clicki to CRMs and tools like Zapier, ServiceTitan, FieldRoutes, and more
• Troubleshoot integrations, webhooks, and automation workflows
• Partner with internal teams to resolve more complex technical issues

Client Growth & Retention

• Identify opportunities for clients to expand their referral programs
• Help clients adopt additional features and improve results

What We’re Looking For

• Experience in Client Success, Customer Success, Account Management, or SaaS support
• Strong relationship-building and communication skills
• Comfortable working with technical systems (CRMs, integrations, automation tools)
• Problem-solver who can think critically and adapt quickly
• Organized and able to manage multiple clients at once
• Positive, proactive mindset

Bonus if you have experience with

• Zapier or automation tools
• Webhooks or API-based integrations
• Home service software or CRM platforms

What Success Looks Like

• Clients successfully launching and growing their referral programs
• Strong relationships and high engagement
• Smooth integrations and quick issue resolution
• Clients seeing real, measurable results

Why Join Clicki

• In-person collaboration with a small, high-impact team
• Opportunity to grow with a fast-scaling SaaS company
• Direct visibility into your impact on clients and the business
• Real ownership and career growth potential

What We Offer

• Competitive salary
• Opportunity to grow with a fast-scaling SaaS company
• A startup environment where your work directly impacts customers
• Direct collaboration with founders, product, and engineering teams
• The chance to help businesses across the country grow through referrals

Join us in building the future of referral-driven growth.

Benefits

• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Pay: $40,000.00 - $52,000.00 per year

Benefits

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person