Client Success & Renewal Strategist

Heartland Business Systems, LLC; United States; On-site; USD 70,000 - 110,000; Full time

Job summary

Heartland Business Systems, LLC is seeking a Client Experience Partner to serve as a trusted advisor for a portfolio of clients, focusing on retention, satisfaction, and account expansion. You will conduct proactive check-ins and structured business reviews to ensure clients derive maximum value from HBS services and solutions.

The role requires 2–4 years in customer success or account management, experience leading client-facing meetings, and familiarity with MSP/IT services.

Qualifications

• Associate degree in business, technology, or related field.
• Strong interpersonal and communication skills with a customer-focused 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 and risk management.
• Drive account expansion by identifying upsell/cross-sell opportunities with Sales teams.
• Conduct routine proactive check-ins to ensure satisfaction and align on value delivery.
• Host monthly or quarterly business reviews with data preparation and follow-up.
• 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 with documentation and value summaries.
• Maintain accurate records in CRM/PSA and contribute to process documentation.

Skills

Active Listening

Adaptability

Client Focus

Communication

Conflict Resolution

Decision Making

Integrity

Organization

Presentation Skills

Problem Solving

Relationship Building

Time Management

Education

Associate degree

Bachelor's degree (preferred)

Tools

ConnectWise Manage

Salesforce

HubSpot

Reporting/BI tools

Job description

Heartland Business Systems, LLC is seeking a Client Experience Partner to serve as a trusted advisor for a portfolio of clients, focusing on retention, satisfaction, and account expansion. You will conduct proactive check-ins and structured business reviews to ensure clients derive maximum value from HBS services and solutions.

The role requires 2–4 years in customer success or account management, experience leading client-facing meetings, and familiarity with MSP/IT services.