Client Experience & Growth Partner

HEARTLAND BUSINESS SYSTEMS LLC

Town of Bristol (WI)

On-site

USD 70,000 - 95,000

Full time

14 days+

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Job summary

HEARTLAND BUSINESS SYSTEMS LLC is seeking a Client Experience Partner to act as the trusted post‑sales advisor for an assigned client portfolio. The role focuses on retention, satisfaction, and account expansion through proactive check‑ins and structured business reviews.

Responsibilities include renewal readiness, risk remediation, and coordinating with account managers and sales to drive upsell and cross‑sell opportunities, while ensuring service delivery meets expectations and feedback is

Qualifications

Minimum 2–4 years in a customer success, account management, client services, or customer-facing IT services role.
Experience leading client-facing meetings, presentations, or business reviews.
Proven ability to manage multiple accounts and balance priorities.

Responsibilities

Own client retention for an assigned portfolio, including renewal readiness and risk remediation.
Identify upsell/cross-sell opportunities and work with Sales to advance them.
Conduct routine check-ins and monthly/quarterly business reviews with clients.
Coordinate internal and external stakeholders for reviews and escalations.
Develop and maintain success plans with client goals and health status.
Monitor client health indicators and act on negative trends to protect retention.