Client Success & Growth Partner

HEARTLAND-BUSINESS-SYSTEMS-LLC; Sedalia (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

HEARTLAND-BUSINESS-SYSTEMS-LLC is seeking a Client Experience Partner to act as a trusted post-sales advocate. You will own retention, drive expansion, and conduct regular business reviews to maximize client value and satisfaction.

Responsibilities include coordinating with engineering, service delivery, and sales for reviews and escalations, developing success plans, and ensuring timely responses to client inquiries. Strong communication and organizational skills are essential.

Qualifications

• Associate degree or equivalent experience in business/tech.
• Strong interpersonal and customer-focused mindset.
• Proven ability to manage competing priorities across multiple accounts.
• Proficiency with Microsoft Office applications.

Responsibilities

• Own client retention for an assigned portfolio, including renewal readiness and remediation plans.
• Drive account expansion by identifying upsell/cross-sell opportunities with Sales involvement.
• Conduct routine proactive check-ins to ensure satisfaction and capture feedback.
• Host monthly or quarterly business reviews with data/report preparation and action follow-up.
• Coordinate internal/external stakeholders for reviews and escalations.
• Develop and maintain success plans documenting client goals, health, risks, and growth opportunities.
• Monitor client health indicators and address negative trends to protect retention.
• Advocate for clients internally and relay feedback to appropriate teams.

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, technology, or a related field

Tools

ConnectWise Manage

Salesforce

HubSpot

Job description

HEARTLAND-BUSINESS-SYSTEMS-LLC is seeking a Client Experience Partner to act as a trusted post-sales advocate. You will own retention, drive expansion, and conduct regular business reviews to maximize client value and satisfaction.

Responsibilities include coordinating with engineering, service delivery, and sales for reviews and escalations, developing success plans, and ensuring timely responses to client inquiries. Strong communication and organizational skills are essential.