Client Experience & Growth Lead

Heartland Technology Group

West Des Moines (IA)

On-site

USD 65,000 - 100,000

Full time

5 days ago
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Job summary

Heartland Technology Group in the United States is seeking a Client Experience Partner to act as the trusted post-sales advisor for a portfolio of clients. You will lead proactive check-ins, manage renewal readiness, and drive expansion opportunities while coordinating with Sales and Account Managers to maximize value from HBS services.

The role requires strong communication, organization, and relationship-building skills, with experience in client reviews, health metrics, and cross-functional

Qualifications

  • Associate degree in business, technology, or related field or equivalent experience.
  • Strong interpersonal and communication skills with a customer-focused mindset.
  • Proven ability to manage competing priorities across multiple client accounts.
  • Experience leading client-facing meetings, presentations, or business reviews.
  • Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).

Responsibilities

  • Own client retention for an assigned portfolio, including renewal readiness and remediation plans.
  • Drive account expansion by identifying upsell opportunities and coordinating with sales.
  • Conduct proactive check-ins to ensure client satisfaction and capture feedback.
  • Host routine business reviews and coordinate agendas, data preparation, and follow-ups.
  • Coordinate internal and external stakeholders for reviews and escalations.
  • Develop and maintain success plans documenting goals, health, risks, and growth.
  • Monitor health indicators and respond to negative trends to protect retention.
  • Support contract renewals and prepare renewal documentation with value summaries.

Skills

Active Listening
Adaptability
Client Focus
Communication
Time Management
Relationship Building

Education

Associate degree in business/technology or related field
Bachelor's degree in business/technology (preferred)

Tools

CRM software (ConnectWise Manage, Salesforce, HubSpot)
Reporting/BI tools

Job description

Heartland Technology Group in the United States is seeking a Client Experience Partner to act as the trusted post-sales advisor for a portfolio of clients. You will lead proactive check-ins, manage renewal readiness, and drive expansion opportunities while coordinating with Sales and Account Managers to maximize value from HBS services.

The role requires strong communication, organization, and relationship-building skills, with experience in client reviews, health metrics, and cross-functional

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