Client Experience & Retention Partner

Heartland Technology Group; Town of Brookfield (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Heartland Technology Group in Wisconsin seeks a Client Experience Partner to act as trusted advisor and post-sales advocate, focusing on retention, satisfaction, and account expansion. You will engage clients through routine check-ins and business reviews to ensure they realize maximum value from HBS services.

You will own renewals, identify upsell opportunities with Sales, coordinate internal stakeholders for reviews, and maintain health metrics and success plans across your portfolio.

Qualifications

• Associate degree or higher in business, technology, or related field.
• Experience in customer success, account management, or client services is preferred.
• Familiarity with IT services or MSP environments is a plus.

Responsibilities

• Own client retention and renewal readiness for assigned accounts.
• Identify upsell and cross-sell opportunities with Sales and Account Managers.
• Lead routine client check-ins and business reviews to ensure satisfaction.
• Coordinate internal and external stakeholders for reviews and escalations.
• Maintain accurate records of interactions, plans, and reviews in CRM/PSA.

Skills

Active Listening

Adaptability

Client Focus

Communication

Organization

Time Management

Problem Solving

Education

Associate degree in business, technology, or a related field

Bachelor's degree in business, technology, or a related field

Tools

ConnectWise Manage

Salesforce

HubSpot

Power BI

Job description

Heartland Technology Group in Wisconsin seeks a Client Experience Partner to act as trusted advisor and post-sales advocate, focusing on retention, satisfaction, and account expansion. You will engage clients through routine check-ins and business reviews to ensure they realize maximum value from HBS services.

You will own renewals, identify upsell opportunities with Sales, coordinate internal stakeholders for reviews, and maintain health metrics and success plans across your portfolio.