Client Success Partner

International SOS group; Baton Rouge, Northern (LA, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

International SOS is seeking a Client Success Partner to bridge the Customer and Sales, Commercial Services, Legal, and Operations across global accounts. You will own renewals, price adjustments, and account extensions while delivering back-office support for quotations and proposals.

You will coordinate with multiple teams to maintain data quality in Salesforce and CLM systems, ensuring timely renewals and accurate invoicing.

Qualifications

• Strong ability to commercially develop relationships with clients and customer service skills to develop and retain customers.
• Analytical thinker able to investigate complex issues, make decisions and develop solutions.
• Excellent numeric, written and oral communication skills.
• Excellent time management skills with the ability to manage numerous projects and support teammates globally.
• Proficient in Microsoft Office tools.
• Self-driven and able to work autonomously within a team.
• Able to operate in a multi-lingual, multi-cultural environment with cross-border collaboration.

Responsibilities

• Own account management and renewals, including pricing adjustments and extensions.
• Provide back-office sales support: quotations and proposals for designated accounts.
• Coordinate with Sales, Marketing, Operations, Billing, and IT to maintain client relationships and data quality in systems.
• Ensure Salesforce and CLM data accuracy, processes, and approvals (including Docusign CLM).
• Prepare monthly account management reports and client quarterly reviews.
• Support 90% of in-scope renewal opportunities to renew on time (on-time closed-won within 30 days of target date).
• Upsell and cross-sell opportunities across business lines and coordinate renewal discussions.
• Assist with onboarding and operational implementation of new accounts; ensure project plans stay on track.
• Collaborate with Finance to ensure invoicing information is accurately captured in SFDC.
• Maintain data integrity and drive system usage/adoption across assigned client activities.

Skills

Relationship building

Analytical thinking

Communication skills

Time management

Microsoft Office

Autonomous work

Cultural awareness

Education

Business or Engineering degree

Tools

Salesforce

Service Cloud

CLM tools

Docusign CLM

Job description

Search by Keyword

Search by Location

Select how often (in days) to receive an alert:

At International SOS, we are in the business of protecting and saving lives. For 40 years, we have delivered customised security risk management, health, and wellbeing solutions to organisations worldwide. With a presence in 90 countries and a team of nearly 13,000 experts, we provide 24/7 support to help organisations fulfil their Duty of Care responsibilities.

Now, we’re looking for talented individuals to join our team and make a difference.

About the role

The Client Success Partner role acts as a key bridge between the Customer and Sales, Commercial Services, Legal, and Operations by:

• Own account relationship with accountability to develop renewal, account extension, pricing adjustments, and any other business activities related to those accounts.
• Providing consistent administrative support to the Sales and Marketing Department in relation to renewal and sales activities. This includes providing back-office sales support, such as the generation of quotations and proposals as required for designated accounts.
• Interfacing effectively with the Sales and Marketing, Operations, Billing, Commercial Services, and IT teams to develop and maintain strong working relationships to support the efficient and effective management of local and overseas clients, if applicable.
• Upholding of the compliancy of Salesforce and data quality.

This is a full-time Monday to Friday role (8:00 am to 4:30 pm) based out of our Baton Rouge location. Monday to Thursday are in office; Fridays are remote/work from home days.

Key responsibilities

Account Management

• Prepare technical and commercial proposals aligned with designated clients for renewals and account extensions.
• Draft price adjustment and renegotiation request letters.
• Monitor and manage contractual deadlines to ensure compliance.
• Respond to inbound client inquiries within defined SLAs.
• Manage end-to-end sales processes, ensuring timely execution of renewals.
• Ensure account extensions and renewal quotes are completed through CPQ.
• Support renewal including quote creation, pricing and approval workflow with Commercial Services when required and ensure that at least 90% of in-scope renewal opportunities are renewed on time in Salesforce, measured as on-time closed-won, meaning within 30 days of the target renewal date.
• Upsell, and ensure cross-sell activities across business lines are supported and suitably followed up.
• Coordinate renewal discussions, price increase implementation (annually or as agreed in contract), pricing approvals, and workflows with Commercial Services.
• Manage contract lifecycle activities, including preparation, tracking, and signature follow-up on designated clients.
• Prepare monthly account management reports and client quarterly reviews.
• Participate in the weekly reviews of sales opportunities and contract renewals to align strategy and priorities.

Sales Operations for Assigned Clients

• Maintain data integrity and accuracy of updates of all assigned client activities in Salesforce (SFDC).
• Drive system usage, adoption, and data accuracy through regular audits.
• Update procedures, attachments, and account records (billing, contracts, authorized contacts).
• Update business opportunities and contract records across Salesforce and CLM systems.
• Assist Finance in ensuring all information for invoicing is properly captured in SFDC and shared with the right team
• Make administrative updates to Salesforce as and when required
• Ensure that at least 90% of Salesforce pipeline opportunities assigned or supported are updated at least once every 30 days through a stage update, status update or meaningful remark.
• Ensuring that the DNR documentation is completed and saved in Salesforce
• Generate and manage contracts through CLM tools (e.g., Docusign CLM).
• Ensure adherence to internal approval policies (e.g., GAPP) and proper documentation in Salesforce.
• Identify and escalation non-standard requests to Legal or Commercial Services.

Operations & Finance Partnership

• Assist with onboarding and operational implementation of new accounts.
• Liaise with Operations to make sure project plan remains on track, including working with the medical team to ensure a successful program implementation and overall client satisfaction.
• Ensure the continuity of the remaining implementation tasks after the handover of onboarding team
• Prepare presentations and provide administrative assistance including Finance team.

About you

Required Skills and Knowledge

• Strong ability to commercially develop relationships with clients and customer service skills to develop and retain customers
• Strong Analytical thinker able to investigate complex issues, make decisions and develop solutions.
• Excellent numeric, written and oral communication skills
• Excellent time management skills with the ability to successfully manage numerous projects and support several teammates globally simultaneously
• Proficient in most Microsoft Tools.
• Strong individual that can work autonomously and within a team to deliver results
• Cultural sensitivity and awareness. Ability to work in a multi-lingual, multi-cultural environment where cross border collaboration and consensus are the norms.

Required Work Experience

• Minimum 3-5 years of business / administrative / customer service experience / commercial / project management

Preferred Work Experience

• 3+ years of experience in a B2B service industry (preferably in O&G, EPC, Energy, & Mining)
• 3 years’ experience working with CRM tools and administrative data bases such as salesforce or service cloud

Required Qualifications

• Business or Engineering degree preferred

Required Languages

• Excellent written and spoken English is an explicit requirement of the role;
• Ability to speak another language such as Spanish, Portuguese and/or French an advantage

By joining International SOS, you will contribute to a global network dedicated to protecting people and organisations. We offer a dynamic and respectful workplace where expertise, innovation, and collaboration drive our success.

13,000 experts | 1,200+ locations | 90 countries | 110+ languages