Client Success & Growth Partner

HEARTLAND BUSINESS SYSTEMS LLC; West Des Moines (IA); On-site; USD 60,000 - 90,000; Full time

Job summary

Heartland Business Systems LLC is seeking a Client Experience Partner to act as a trusted advisor and post-sales advocate for assigned clients. You will focus on retention, satisfaction, and account expansion by conducting regular check-ins and structured business reviews to ensure clients realize maximum value from HBS services and solutions.

You will coordinate internal and external stakeholders for reviews, develop success plans, monitor health indicators, and support renewals.

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.

Responsibilities

• Own client retention for an assigned portfolio of accounts, including renewal readiness and remediation plans.
• Drive account expansion by identifying upsell/cross-sell opportunities with Sales.
• Conduct routine proactive check-ins with clients to ensure satisfaction.
• Host and coordinate monthly or quarterly business reviews with data preparation and action follow-ups.
• Coordinate internal and external stakeholders for reviews and escalations.
• Develop and maintain success plans documenting goals, health, risks, and growth opportunities.
• Monitor client health indicators and act on negative trends.
• Advocate for clients, routing feedback to the right teams.
• Support contract renewals with documentation and value summaries.
• Maintain accurate records in CRM/PSA of interactions and opportunities.
• Contribute to process and system documentation.
• Follow policies and procedures and respond to client communications promptly.
• Travel to customer sites for reviews and relationship-building.
• Perform other duties as assigned.

Skills

Active Listening

Client Focus

Communication

Time Management

Problem Solving

Relationship Building

Presentation Skills

Education

Associate degree in business or technology

Bachelor's degree (preferred)

Tools

ConnectWise Manage

Salesforce

HubSpot

Job description

Heartland Business Systems LLC is seeking a Client Experience Partner to act as a trusted advisor and post-sales advocate for assigned clients. You will focus on retention, satisfaction, and account expansion by conducting regular check-ins and structured business reviews to ensure clients realize maximum value from HBS services and solutions.

You will coordinate internal and external stakeholders for reviews, develop success plans, monitor health indicators, and support renewals.