Client Experience & Growth Partner

Heartland Business Systems, LLC.; City of Pewaukee (WI); On-site; USD 75,000 - 95,000; Full time

Job summary

Heartland Business Systems, LLC. is seeking a Client Experience Partner to serve as a trusted advisor for a dedicated client portfolio, focusing on retention, satisfaction, and value realization from HBS services and solutions.

You will conduct routine check-ins, coordinate monthly or quarterly business reviews, and work with internal teams and clients to identify risks, opportunities, and growth; supporting contract renewals and proactive account management.

Qualifications

• The client experience role requires 2-4 years in customer success, account management, or customer-facing IT services.
• Experience leading client-facing meetings, presentations, or business reviews.

Responsibilities

• Own client retention for an assigned accounts portfolio, including renewal readiness, risk identification, and remediation plans.
• Drive account expansion by identifying upsell opportunities with Sales and Account Managers.
• Conduct routine proactive check-ins to ensure satisfaction and gather feedback.
• Host monthly or quarterly business reviews with data and action items.
• Coordinate internal and external stakeholders for reviews and escalations.
• Maintain accurate records of interactions and opportunities in CRM/PSA.

Skills

Active Listening

Adaptability

Client Focus

Communication

Conflict Resolution

Decision Making

Integrity

Organization

Presentation Skills

Problem Solving

Relationship Building

Time Management

Education

Associate degree in business, technology, or a related field

Bachelor's degree in business or related field

Tools

ConnectWise Manage

Salesforce

HubSpot

Power BI

Job description

Heartland Business Systems, LLC. is seeking a Client Experience Partner to serve as a trusted advisor for a dedicated client portfolio, focusing on retention, satisfaction, and value realization from HBS services and solutions.

You will conduct routine check-ins, coordinate monthly or quarterly business reviews, and work with internal teams and clients to identify risks, opportunities, and growth; supporting contract renewals and proactive account management.