Strategic Client Solutions Lead

ConversionIQ; Orlando (FL); Hybrid; USD 60,000 - 100,000; Full time

Job summary

ConversionIQ is seeking a Client Solutions Manager to own a portfolio from onboarding to expansion, translating client needs into measurable value with our AI platform. You will map operations, identify bottlenecks, and guide clients through a documented roadmap of use cases and outcomes.

You will drive expansion by turning roadmaps into real deployments, coordinating with implementation and revenue teams, and ensuring every meeting ends with clear action items and follow-through.

Qualifications

• 2+ years in a Client Success, Account Management, Solutions Consulting, or Sales role.
• Experience in SaaS or a tech-forward environment preferred.
• Ability to translate business needs into platform value and expansion opportunities.
• Familiarity with CRM platforms; Zoho experience a plus.

Responsibilities

• Onboard new clients quickly, map their workflows and bottlenecks, and document an opportunity roadmap for each account.
• Own expansion across your book of business, converting roadmaps into real use cases and driving upsell.
• Convert free-trial users into paying clients by demonstrating clear value stories and secure payments.
• Maintain an accurate revenue forecast and CRM hygiene across accounts in Zoho.
• Lead weekly usage reviews and coordinate with implementation/revenue teams for larger scopes.

Skills

Client success

Account management

Solutions selling

Sales

Data analysis

Communication

Tools

Zoho CRM

Job description

ConversionIQ is seeking a Client Solutions Manager to own a portfolio from onboarding to expansion, translating client needs into measurable value with our AI platform. You will map operations, identify bottlenecks, and guide clients through a documented roadmap of use cases and outcomes.

You will drive expansion by turning roadmaps into real deployments, coordinating with implementation and revenue teams, and ensuring every meeting ends with clear action items and follow-through.