Senior Client Success Specialist (Remote)

PlanITROI LLC

United States

Remote

USD 85,000 - 110,000

Full time

6 days ago

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Job summary

PlanITROI LLC is seeking a Senior Client Services Specialist to act as the operational backbone for client accounts. You will own day-to-day account management, from client emails and onboarding to coordinating logistics, audits, and quotes, while leading quarterly business reviews and strategic conversations.

The role requires proactive communication, data-driven decision making, and deep collaboration across Operations, Logistics, Sales, Finance, and Leadership to ensure commitments are

Qualifications

3–7+ years in Client Services, Customer Success, Account Management or Operations Support.
Experience coordinating between client-facing and internal operations.
Proven ability to manage high-volume client communications and deliverables.
Advanced English proficiency (C1+).
Strong analytical, communication, and problem-solving skills.

Responsibilities

Serve as primary contact for client emails across accounts with urgency and professionalism.
Guide new clients through onboarding and initial operational coordination.
Demonstrate PlanITROI portal and reporting capabilities to clients.
Coordinate logistics, collect and relay schedule details, and manage exceptions.
Prepare quarterly business reviews and strategic reports for clients.

Skills

Client Services

Customer Success

Account Management

Operations Support

Service Delivery

Business Operations

Tools

Salesforce CRM

Excel

PowerPoint

Outlook

Word

Job description

The role requires proactive communication, data-driven decision making, and deep collaboration across Operations, Logistics, Sales, Finance, and Leadership to ensure commitments are

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