Senior Client Success & Operations Lead (Remote)

PlanITROI, Inc.; United States; Remote; USD 70,000 - 95,000; Part time

Job summary

PlanITROI, Inc. is seeking a Senior Client Services Specialist to manage day-to-day client account activities, onboarding, and data-driven reporting. This remote contractor role supports clients across EST regions and coordinates with Operations, Logistics, Sales, Finance, and Leadership.

You will own client communications, quotes, and business reviews, driving exceptional service delivery and growth conversations with a focus on accuracy, responsiveness, and proactive problem-solving.

Qualifications

• 3–7+ years of experience in Client Services, Customer Success, or related operations role.
• Experience coordinating between client-facing and internal operations (logistics, operations, finance).
• Industry experience in IT Asset Disposition or reverse logistics is strongly preferred.
• Proven ability to manage high-volume client emails and deliverables.
• Advanced English proficiency (C1) required.
• Attention to detail and accuracy in data and communications.
• Strong analytical and client-facing communication skills.

Responsibilities

• Serve as the primary contact for client emails across assigned accounts and onboarding.
• Coordinate logistics, quotes, and renewal activities with internal teams.
• Lead quarterly business reviews and strategic reporting for clients.
• Facilitate client calls, prepare agendas, document action items, and ensure follow-through.
• Collaborate with Operations, Logistics, Sales, Finance, and Leadership to meet client commitments.

Skills

Advanced English

Excellent communication

Problem solving

Time management

Organizational skills

Client focus

Tools

Salesforce CRM

Microsoft Excel

Job description

PlanITROI, Inc. is seeking a Senior Client Services Specialist to manage day-to-day client account activities, onboarding, and data-driven reporting. This remote contractor role supports clients across EST regions and coordinates with Operations, Logistics, Sales, Finance, and Leadership.

You will own client communications, quotes, and business reviews, driving exceptional service delivery and growth conversations with a focus on accuracy, responsiveness, and proactive problem-solving.