Client Success & Growth Strategist

Heartland Technology Group; Town of Brookfield (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

Heartland Technology Group is seeking a Client Experience Partner in Wisconsin to act as a trusted advisor for an assigned portfolio, focusing on retention, satisfaction, and account growth. You will lead routine check-ins, drive business reviews, and collaborate with engineering, delivery, and sales to maximize client value.

Responsibilities include renewal readiness, risk identification, and coordinating cross-functional teams to address client needs.

Qualifications

• Associate degree in business, technology, or related field.
• Strong interpersonal and customer-focused communication.
• Ability to manage competing priorities across multiple accounts.
• Proficiency with Microsoft Office applications.

Responsibilities

• Maintain client retention and renewal readiness.
• Identify upsell/cross-sell opportunities with sales.
• Conduct regular client check-ins and quarterly/ monthly business reviews.
• Coordinate internal and external stakeholders for reviews and escalations.
• Develop and maintain success plans with client goals and health metrics.
• Monitor client health indicators and respond to negative trends.
• Support renewal documentation and value summaries.
• Maintain accurate records in CRM/PSA.

Skills

Customer Success

Account Management

Communication

Presentation Skills

Relationship Building

Time Management

Problem Solving

Cross-functional Collaboration

Education

Associate degree in business or technology

Bachelor's degree preferred

ITIL familiarity preferred

Customer success certification (CCSM)

Tools

CRM Systems

PSA Tools

Job description

Heartland Technology Group is seeking a Client Experience Partner in Wisconsin to act as a trusted advisor for an assigned portfolio, focusing on retention, satisfaction, and account growth. You will lead routine check-ins, drive business reviews, and collaborate with engineering, delivery, and sales to maximize client value.

Responsibilities include renewal readiness, risk identification, and coordinating cross-functional teams to address client needs.