- Serve as a trusted advisor and primary post-sales advocate for assigned clients.
- Own client retention for an assigned portfolio of accounts.
- Drive account expansion by identifying upselling and cross-sell opportunities.
- Conduct routine proactive check-ins with clients.
- Host and coordinate routine business reviews on a monthly or quarterly basis.
- Develop and maintain success plans for assigned clients.
- Monitor client health indicators such as ticket trends and satisfaction results.
- Support contract renewals in partnership with Solution Consultants.
Requirements
- 2-4 years' experience in a customer success, account management, client services, or customer-facing IT services role.
- Experience leading client-facing meetings, presentations, or business reviews.
- Associate degree in business, technology, or a related field, or a combination of education and relevant experience.
- Strong interpersonal and communication skills with a customer-focused, service-first mindset.
- Proven ability to manage competing priorities across multiple client accounts.
- Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
Core Competencies
Demonstrates expertise in client retention and account management, with a strong focus on driving account expansion through upselling and cross-selling opportunities. Proficient in conducting business reviews and monitoring client health indicators to ensure satisfaction and success.
Highest-signal resume keywords
- Client Retention
- Account Management
- Business Reviews
- Interpersonal Skills
- Microsoft Office Proficiency
Hard Skills
- Customer Success
- Account Management
- Client Services
- Upselling
- Cross-Selling
- Client Health Monitoring
- Contract Renewals
- Business Planning
Soft Skills
- Communication Skills
- Service-First Mindset
- Interpersonal Skills
- Prioritization
Certifications & Qualifications
- Associate Degree in Business
- Associate Degree in Technology
Industry Keywords
- Client Advocacy
- Customer-Facing Role
- IT Services
Tools & Technologies
- Microsoft Office