Strategic Client Success Partner

WEBIT Services; Naperville (IL); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid Healthcare Premium for Employee

Paid LTD

Unlimited PTO after 90 days

Dental and Vision Option

401k Matching Program

Employee Ownership eligible

Job summary

The Client Success Manager (CSM) at WEBIT Services owns the day-to-day relationship with approximately 50 managed clients, collaborating in a pod with two vCIOs. You are the client’s go-to for quotes, orders, billing, reports, and items needing attention, ensuring the vCIOs walk into every meeting prepared.

In this role you will manage client communications, coordinate quotes and orders, monitor billing and renewals, track tickets in Autotask, and support quarterly business reviews with clear,

Qualifications

• Demonstrated client relationship management experience.
• Excellent communication and organizational skills.
• Ability to coordinate quotes, billing, and renewals.

Responsibilities

• Own client relationships for approximately 50 accounts.
• Triage and respond to client emails; update clients on items, projects, and next steps.
• Coordinate quotes and orders, and track approvals and renewals.
• Monitor billing, contracts, AR, and ensure accurate recurring charges.
• Prepare QBR decks, agendas, and client reports with supporting data.
• Collaborate with vCIOs and Service Delivery Manager; escalate issues as needed.

Skills

Relationship management

Communication

Organization

Tools

Autotask

RMM

IT Glue

Job description

The Client Success Manager (CSM) at WEBIT Services owns the day-to-day relationship with approximately 50 managed clients, collaborating in a pod with two vCIOs. You are the client’s go-to for quotes, orders, billing, reports, and items needing attention, ensuring the vCIOs walk into every meeting prepared.

In this role you will manage client communications, coordinate quotes and orders, monitor billing and renewals, track tickets in Autotask, and support quarterly business reviews with clear,