Strategic Client Success & Growth Partner

Heartland Business Systems, LLC.; Sedalia (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Heartland Business Systems, LLC is seeking a Client Experience Partner to act as a trusted advisor and post-sales advocate for an assigned portfolio of clients. The role focuses on retention, satisfaction, and account expansion through routine check-ins and quarterly business reviews.

Your responsibilities include owning renewal readiness, coordinating internal/external stakeholders, driving upsell opportunities, and maintaining accurate client records in CRM/PSA.

Qualifications

• 2–4 years' experience in a customer success, account management, or client services role.
• Experience leading client-facing meetings, presentations, or business reviews.
• Strong interpersonal and communication skills with a customer-focused, service-first mindset.

Responsibilities

• Own client retention for an assigned portfolio, including renewal readiness and remediation planning.
• Drive account expansion by identifying upsell opportunities with Sales.
• Conduct routine proactive check-ins and quarterly/monthly business reviews.
• Coordinate internal and external stakeholders for reviews and escalations.
• Develop and maintain client success plans with goals, health status, risks and growth.
• Maintain accurate records in CRM/PSA and prepare reports.

Skills

Active Listening

Adaptability

Client Focus

Communication

Conflict Resolution

Decision Making

Integrity

Organization

Presentation Skills

Problem Solving

Relationship Building

Time Management

Education

Associate degree in business/related field

Bachelor's degree in business/technology

ITIL Foundation certification

Tools

CRM: ConnectWise Manage

CRM: Salesforce

CRM: HubSpot

BI/Reporting tools

Microsoft Office

Job description

Heartland Business Systems, LLC is seeking a Client Experience Partner to act as a trusted advisor and post-sales advocate for an assigned portfolio of clients. The role focuses on retention, satisfaction, and account expansion through routine check-ins and quarterly business reviews.

Your responsibilities include owning renewal readiness, coordinating internal/external stakeholders, driving upsell opportunities, and maintaining accurate client records in CRM/PSA.