Senior Client Success Lead (Remote)

Planitroi,-Inc; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

PlanITROI is hiring a Senior Client Services Specialist to own day-to-day client account management, coordinate跨-department activities, and drive data-informed decisions. This remote contractor role involves client communication, onboarding, logistics coordination, and quarterly business reviews with global clients.

The ideal candidate brings 3–7+ years in client services, strong English communication, and proven ability to manage high-volume emails while coordinating across Operations,

Qualifications

• 3–7+ years in Client Services, Customer Success, or Account Management.
• Operational, data-driven, and client-facing experience in B2B settings.
• Strong written and verbal English communications at a professional level.

Responsibilities

• Serve as main client contact across accounts, managing emails and escalations.
• Coordinate onboarding, logistics, quotes, and renewal activities.
• Lead client calls, prepare agendas, and drive follow-through on action items.
• Prepare quarterly business reviews and strategic reports for clients.

Tools

Salesforce

Excel

Power BI

Google Workspace

Communication

Job description

PlanITROI is hiring a Senior Client Services Specialist to own day-to-day client account management, coordinate跨-department activities, and drive data-informed decisions. This remote contractor role involves client communication, onboarding, logistics coordination, and quarterly business reviews with global clients.

The ideal candidate brings 3–7+ years in client services, strong English communication, and proven ability to manage high-volume emails while coordinating across Operations,