Client Success & Growth Advisor (Hybrid)

Pinion; Kansas City (MO); Hybrid; USD 40,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401k/profit-sharing

Paid holidays

Flexible schedule

Job summary

Pinion is seeking a Client Account Specialist to connect IT solutions with business needs for small to mid-sized clients. You will drive satisfaction, retention, and growth by understanding each client’s IT environment and strategic goals, translating needs into actionable requirements, and coordinating with technical teams for a smooth service experience.

The role emphasizes strong client relationships, proactive communication, and the ability to craft technology plans across departments.

Qualifications

• Proven Experience: Success in client service and retention, ideally within IT or an MSP environment.
• Ability to engage effectively with business owners and key stakeholders.
• Drive to stay current on technological trends and business solutions.
• Strong problem-solving mindset with attention to detail.

Responsibilities

• Build strong, consultative relationships with clients to drive satisfaction, retention, and growth.
• Develop and maintain a deep understanding of each client’s business, IT environment, and strategic goals.
• Translate client needs into actionable service and product requirements.
• Ensure clients receive timely updates, proactive communication, and a smooth service experience - coordinating with technical teams to keep work moving.
• Collaborate across departments to create and maintain technology plans tailored to client needs.
• Identify client trends and proactively develop strategies to address them.
• Generate opportunities, prepare quotes, and track account activity.

Skills

Client relations

Retention focus

Communication

Technical curiosity

Problem solving

Attention to detail

CRM systems

Tools

CRM systems

Microsoft Office

Job description

Pinion is seeking a Client Account Specialist to connect IT solutions with business needs for small to mid-sized clients. You will drive satisfaction, retention, and growth by understanding each client’s IT environment and strategic goals, translating needs into actionable requirements, and coordinating with technical teams for a smooth service experience.

The role emphasizes strong client relationships, proactive communication, and the ability to craft technology plans across departments.