Client Success & Growth Partner

HEARTLAND BUSINESS SYSTEMS LLC; Duplainville (WI); On-site; USD 65,000 - 95,000; Full time

Job summary

Heartland Business Systems LLC is seeking a Client Experience Partner to act as a trusted post-sales advisor focused on retention, satisfaction, and account expansion. You will conduct proactive client check-ins, lead monthly or quarterly business reviews, and coordinate with engineering, service delivery, and sales to ensure maximum value from HBS services.

Required 2-4 years in customer success or related roles, strong communication, and the ability to travel to client sites for reviews.

Qualifications

• 2-4 years' experience in a customer success, account management, client services, or customer-facing IT services role.
• Experience leading client-facing meetings, presentations, or business reviews.
• Experience working with retention, renewal, and expansion metrics.

Responsibilities

• Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and remediation plans.
• Drive account expansion by identifying upselling and cross-sell opportunities with Sales.
• Conduct routine proactive check-ins with clients to ensure satisfaction and capture feedback.
• Host and coordinate monthly or quarterly business reviews with data/report preparation and follow-up.
• Coordinate internal and external stakeholders for business reviews and escalations.
• Develop and maintain success plans documenting goals, health, risks, and growth opportunities.
• Monitor client health indicators and act on negative trends to protect retention.
• Advocate for clients internally and address concerns with relevant teams.
• Support contract renewals with renewal documentation and value summaries.
• Maintain accurate records of client 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 related field

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

Tools

ConnectWise Manage

Salesforce

HubSpot

Power BI

CRM/PSA platforms

Job description

Heartland Business Systems LLC is seeking a Client Experience Partner to act as a trusted post-sales advisor focused on retention, satisfaction, and account expansion. You will conduct proactive client check-ins, lead monthly or quarterly business reviews, and coordinate with engineering, service delivery, and sales to ensure maximum value from HBS services.

Required 2-4 years in customer success or related roles, strong communication, and the ability to travel to client sites for reviews.