Client Success & Growth Partner

Heartland Business Systems, LLC.; Town of Sun Prairie (WI); On-site; USD 65,000 - 100,000; Full time

Job summary

Heartland Business Systems, LLC. is seeking a Client Experience Partner to serve as a trusted post-sales advisor for a portfolio of clients. The role focuses on retention, satisfaction, and growth through proactive check-ins, business reviews, and collaboration with Sales to expand services.

You will coordinate cross-functional stakeholders, develop success plans, and monitor health metrics to identify risks early. Strong communication and account-management skills are essential.

Qualifications

• Associate degree in business, technology, or a related field.
• Strong interpersonal and communication skills with a customer-focused, service-first mindset.
• Proven ability to manage competing priorities across multiple client accounts.
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Experience leading client-facing meetings, presentations, or business reviews.

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 routine business reviews monthly or quarterly by client tier.
• Coordinate internal and external stakeholders for reviews and escalations.
• Develop and maintain success plans documenting goals, health, risks, and growth.
• Monitor client health indicators and act on negative trends to protect retention.
• Support contract renewals in partnership with Solution Consultants.

Skills

Customer success

Account management

Communication skills

Presentation skills

Relationship building

Time management

Education

Associate degree in business or technology

Tools

ConnectWise Manage

Salesforce

HubSpot

Job description

Heartland Business Systems, LLC. is seeking a Client Experience Partner to serve as a trusted post-sales advisor for a portfolio of clients. The role focuses on retention, satisfaction, and growth through proactive check-ins, business reviews, and collaboration with Sales to expand services.

You will coordinate cross-functional stakeholders, develop success plans, and monitor health metrics to identify risks early. Strong communication and account-management skills are essential.