Client Success Manager

Preferred Business Systems, Inc; Hanover Township (NJ); On-site; USD 65,000 - 90,000; Full time

Job summary

Preferred Business Systems, Inc. is seeking a dynamic Account Manager/Client Success Manager to drive client satisfaction and foster long-term relationships. You will manage client engagements, identify opportunities, and collaborate with the IT team to ensure secure, efficient solutions.

The role requires strong communication, problem-solving, and organizational skills, with travel for client meetings as needed. Experience with MSP/Cloud services and quoting tools is a plus.

Qualifications

• 3+ years of experience as an account manager or consultative sales role.
• Experience in enterprise client relationships and procurement cycles.
• Ability to present solutions and manage multiple client engagements.

Responsibilities

• Cultivate and maintain relationships with clients, vendors, and Client Success team.
• Assist IT team to ensure clients have the technical support they need to run their business securely.
• Lead quarterly business reviews and lifecycle management for IT assets.

Skills

Communication skills

Relationship building

Negotiation

B2B presentations

Analytical thinking

Organization

MS Office proficiency

MSP/Cloud awareness

Tools

Quoting tools

PSA/Ticketing system

ScalePad

Job description

Description

Preferred Business Systems, Inc., a premier technology and solutions provider, is seeking a dynamic and results-driven Account Manager to join our team. This is a relationship-building position measured in client satisfaction. If you enjoy working with people, forging relationships, and advocating persistently, you will find this position highly rewarding.

We are an innovative IT group seeking proactive, passionate people who love serving clients. A Client Success Manager acts as the point of contact for our clients. They build mutually beneficial relationships, always striving to find the products which best fit the needs of the client. Our primary goal is to provide superlative customer service, always.

The Client Success Manager should have a holistic approach when connecting the client's IT business needs to Preferred Business System's services. To illustrate, a day to day can include conducting quarterly business reviews with clients, assisting clients with lifecycle management for their IT hardware inventory, identifying end of life assets for clients and preparing quotes for IT hardware upgrades, making recommendations on Preferred Business System's services that can provide added value to the client, preparing budgets for the upcoming year, etc.

To succeed in this position, candidates should exhibit high-quality communication, computer, and problem-solving skills. You should also be resourceful, analytical, adaptable, and organized.

Responsibilities

• Cultivate and maintain relationships with clients, vendors, and Client Success team.
• Assists the IT Team with ensuring clients have every technical advantage they need to run their business efficiently and securely
• Identifying technical opportunities in the client business and ways to resolve them.
• Identifying business areas that can be streamlined and automated.
• Awareness of all ongoing initiatives for the client: open tickets, ongoing projects, open opportunities, annual budgets, forecasting future expenses.
• Maintain up-to-date knowledge of the client's industry trends.
• Facilitating strategic discussions with clients to enhance their business in the future.
• Attending and leading Quarterly Business Reviews with clients.
• Understanding the importance of CRM hygiene, documenting notes for each client interaction to create a central repository for the Client Success team.
• Communicating the progress of monthly and quarterly initiatives to the client and internal team.
• Serve as the liaison between the client and the infrastructure team by successfully onboarding new client
• Consciousness of clients' needs such as: equipment replacement or upgrades for clients.
• Respond to client's escalated technical questions and concerns.
• Facilitating user training on new or existing tools.
• Assisting with quoting, vendor management and deal registrations.
• Creates and presents technical services, consulting agreements, SOWs and supporting documents to clients.
• Partnering with Solutions Architect to determine solutions that best suit individual client needs.
• Practicing consultative sales; that is, collaborating with clients to ascertain their needs and providing recommendations to best meet those needs rather than recommending solutions to maximize the profit margin.
• Other duties as assigned.

Skills

• Effectively combine communication skills with industry/company knowledge to articulate
• Preferred Business Systems' vision and strategy, while showing our business value and impact to clients.
• Ability to conduct B2B presentations.
• Excellent analytical, logical thinking, and critical thinking skills.
• Ability to explain complex solutions at a high-level.
• Excellent sales and customer service skills with proven negotiation skills.
• Set and manage appropriate prospect or client expectations regarding proposed solution from presale, sales, and post-delivery.
• Strong organizational skills with attention to detail.
• Proficient with Microsoft Office Suite or related software.
• Ability to work independently and as a member of the sales team.
• Understanding of MSP, Security, and Cloud business model.

Requirements

• At least 3 years of experience as an account manager or consultative sales representative, while consistently meeting/exceeding sales targets

Preferred Experience:

• Experience with quoting tools
• Experience with PSA/Ticketing System
• Experience with online collaboration tools (ex. ScalePad)

Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to travel offsite for client meetings