Strategic Client Success Partner

Cpt Network Solutions Inc; Wood Dale (IL); On-site; USD 65,000 - 90,000; Full time

Job summary

CPT Network Solutions is seeking a Client Success Manager to manage a portfolio of client accounts after the sale, collaborating with sales, operations, and service teams to ensure customer value and long-term partnerships.

You will lead client reviews, develop success plans, monitor health, and seek expansion opportunities while advocating for clients and ensuring a positive experience.

Qualifications

• 3+ years of experience in Customer Success, Account Management, Sales, Client Services, or a related customer-facing role.
• Proven ability to build and maintain strong client relationships.
• Experience managing multiple client accounts and priorities simultaneously.
• Experience using CRM platforms such as HubSpot or similar systems.
• Strong written, verbal, and presentation skills.
• Demonstrated problem-solving and conflict-resolution abilities.

Responsibilities

• Serve as the trusted advisor and primary relationship owner for assigned accounts.
• Develop relationships with client stakeholders and decision-makers.
• Lead regular client check-ins, business reviews, and strategic account discussions.
• Maintain a deep understanding of each client's goals, challenges, and priorities.
• Develop and execute client success plans that help clients achieve desired outcomes.
• Monitor account health and proactively identify retention risks.
• Ensure clients receive maximum value from CPT's services and solutions.
• Advocate for clients internally and champion a positive experience.
• Identify opportunities to expand client relationships through additional services and solutions.
• Partner with Account Executives and Sales Leadership on upsell and cross-sell opportunities.
• Participate in renewal planning and long-term account strategy discussions.
• Help protect and grow recurring revenue within assigned accounts.
• Schedule and facilitate Quarterly Business Reviews (QBRs).
• Present service performance, trends, recommendations, and customer success metrics.
• Collaborate with internal teams to create action plans that improve client outcomes.
• Coordinate with Operations, Solutions Engineering, Project Management, and Leadership teams to address client concerns.
• Manage escalations through resolution while maintaining proactive communication.
• Build confidence and trust during challenging situations.
• Keep client records, activities, opportunities, and notes current within CRM systems.
• Document client interactions, action items, risks, and growth opportunities.
• Support reporting, forecasting, and account planning activities.

Skills

Client relationships

CRM platforms

Communication skills

Problem solving

Tools

HubSpot

Job description

CPT Network Solutions is seeking a Client Success Manager to manage a portfolio of client accounts after the sale, collaborating with sales, operations, and service teams to ensure customer value and long-term partnerships.

You will lead client reviews, develop success plans, monitor health, and seek expansion opportunities while advocating for clients and ensuring a positive experience.