Strategic Client Success Partner

Anderson Business Advisors; Las Vegas (NV); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Gym reimbursement

Job summary

Anderson Business Advisors is seeking a Client Success Coordinator Tier 2 to deepen client relationships and ensure high-value service across departments. You will act as the primary liaison, manage a portfolio of key clients, coordinate with legal, finance, and planning teams, and drive retention through proactive communication.

The role requires 3+ years in client success or account management, strong CRM skills, and a proven ability to deliver tailored solutions in a professional services

Qualifications

• Bachelor's degree in Business, Communications, Marketing, or a related field.
• 3+ years of professional-level experience in client success, account management, or a customer-facing role.
• Proven ability to manage client relationships independently, including renewals or upsells.
• Experience with account oversight, tracking client progress, and cross-functional coordination.
• Strong proficiency with CRM platforms and collaboration tools (Salesforce, HubSpot, Slack).

Responsibilities

• Serve as the dedicated account manager for an assigned portfolio of clients, ensuring professional communication and follow-up.
• Proactively engage clients to identify needs and offer service recommendations aligned with goals.
• Handle escalated client issues with timely resolution and clear communication.
• Lead client onboarding, success planning, and cross-functional coordination for tailored solutions.
• Monitor usage, feedback, and renewal opportunities to support retention and growth.

Skills

Client relationship management

CRM proficiency

Communication skills

Project coordination

Time management

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in Business or related field

Tools

Salesforce

HubSpot

Slack

Project management software

Job description

Anderson Business Advisors is seeking a Client Success Coordinator Tier 2 to deepen client relationships and ensure high-value service across departments. You will act as the primary liaison, manage a portfolio of key clients, coordinate with legal, finance, and planning teams, and drive retention through proactive communication.

The role requires 3+ years in client success or account management, strong CRM skills, and a proven ability to deliver tailored solutions in a professional services