Client Advocate

Aptean; Alpharetta (GA); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive pay

Benefits plan

Career growth opportunities

Casual environment

Job summary

Aptean in Alpharetta, GA is seeking a Client Advocate to own relationships with a portfolio of customers, guiding renewals and payments from quote to cash. You will coordinate with Finance, Legal, and Operations, leveraging Salesforce to resolve issues and identify SaaS migration opportunities.

Ideal candidates have 1+ years in customer success or renewals, strong communication, and an interest in AI-driven efficiency.

Qualifications

• 1+ years of experience in customer success, renewals, or finance operations within a SaaS or software company preferred.
• Strong communication and negotiation skills; ability to manage business and finance-level conversations.
• Interest in working alongside AI and automation to drive efficiency and scalability.
• High attention to detail, accountability for results, and comfort with process ownership.

Responsibilities

• Serve as the primary point of contact for assigned customers throughout the renewal lifecycle.
• Conduct renewal conversations with business and financial contacts, ensuring alignment on value and outcomes.
• Prepare renewal contracts and order forms, ensuring pricing, uplift, and co-terminations are accurate.
• Frame the customer’s value story and address barriers to renewal through proactive communication.
• Coordinate with Finance, Legal, and Operations to resolve system or billing issues.
• Oversee invoicing, payment follow-up, and resolution of any open accounts.
• Identify on-premises customers who may benefit from SaaS migration and partner with Account Managers on that motion.
• Consult Salesforce, support case history, payment history, and customer temperament before initiating any renewal.
• Use AI assistants and digital tools to automate administrative tasks, identify risk signals, and deliver insights that improve customer experience.
• Collect CSAT/CES feedback post-renewal and act on insights to improve process ease and quality.

Skills

Communication

Negotiation

AI & automation interest

Detail-oriented

Process ownership

Tools

Salesforce

Billing systems

Contract management

Job description

We’re looking for a Client Advocate for our office inAlpharetta, GA. The position is fulltime. You’ll join an awesome team to support our growing customer base.

About the role

The Client Advocate serves as the primary relationship owner for an assigned portfolio of customers, managing the full renewal and payment lifecycle across all products and services. Acting as a single point of contact from quote to cash, the Client Advocate ensures every renewal is completed on time, every invoice is accurate, and every customer experiences a smooth, value-driven renewal process.

Key Responsibilities:

Serve as the primary point of contact for assigned customers throughout the renewal lifecycle.

Conduct renewal conversations with business and financial contacts, ensuring alignment on value and outcomes.

Prepare renewal contracts and order forms, ensuring accuracy in pricing, uplift, and co-terminations.

Frame the customer’s value story and address barriers to renewal through proactive, data-informed communication.

Coordinate with Finance, Legal, and Operations as needed to resolve system or billing issues.

Oversee invoicing, payment follow-up, and resolution of any open accounts.

Manage asset accuracy, billing corrections, and record-keeping for renewal and payment history.

Identify on-premises customers who may benefit from SaaS migration and partner with Account Managers on that motion.

Consult Salesforce, support case history, payment history, and customer temperament before initiating any renewal.

Use AI assistants and digital tools to automate administrative tasks, identify risk signals, and deliver insights that improve customer experience.

Collect CSAT/CES feedback post-renewal and act on insights to improve process ease and quality.

About you

Requirements:

1+ years of experience in customer success, renewals, or finance operations within a SaaS or software company preferred.

Strong communication and negotiation skills; ability to manage business and finance-level conversations.

• Interest in working alongside AI and automation to drive efficiency and scalability.
• High attention to detail, accountability for results, and comfort with process ownership

To be ahead of the pack you may have:

Working knowledge of Salesforce or similar CRM.

Experience with contract management and billing systems.

Understanding of both on-premises maintenance and SaaS subscription models, including the nuances of messaging and negotiation.

What’s in it for you?

Aptean offers competitive pay and robust benefit plans along with the opportunity to grow your career in a fast-paced, flexible and casual environment, an outstanding opportunity for career development and growth.

About Aptean

At Aptean, our mission is to solve tomorrow’s unique challenges today with unrivaled, purpose-built software and superior customer experiences from people who care. Aptean is a global provider of mission-critical, industry-specific software solutions. Aptean’ s purpose-built ERP and supply chain management solutions help address the unique challenges facing process and discrete manufacturers, distributors and other focused organizations. Aptean’ s compliance solutions are built for companies serving specific markets such as finance, healthcare, biotech and pharmaceuticals, over10,000 highly specialized organizations in more than 20 industries and 80 countries rely on Aptean to streamline their everyday operations. “At Aptean, our global and diverse employee base is our greatest asset. It is through embracing and understanding our differences that we are able to harness our individual power to maximize the success of our customers, our employees and our company.” –TVN Reddy