Strategic Client Success Partner (Hybrid)

Forth; Schaumburg (IL); Hybrid; USD 55,000 - 65,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

FORTH, a Set Forth, LLC company, is seeking a Client Success Specialist to grow and protect long-term client value. You will guide adoption of FORTH products, act as a trusted advisor, and align services with customer objectives across departments.

You will work in a hybrid mode with two days in office, focusing on proactive relationship management, performance reviews, and strategic planning to maximize client outcomes and retention.

Qualifications

• 2+ years in client success, account management, or related client-facing role
• Ability to build and maintain professional relationships with diverse stakeholders
• Strong organizational, analytical, and problem-solving skills
• Strategic thinking to align client needs with company offerings
• Collaborative mindset with cross-functional teamwork
• High degree of professionalism, integrity, and discretion

Responsibilities

• Serve as liaison and trusted advisor to an assigned portfolio of clients
• Support the Technical Account Managers
• Understand client objectives and align FORTH solutions to goals
• Manage client relationships through regular communication and strategic planning
• Monitor utilization, engagement, and satisfaction to identify risks and opportunities
• Collaborate with Sales, Product, Development, Operations, and Support to address client needs
• Facilitate onboarding, training, and education for seamless adoption
• Respond to inquiries, resolve issues, and escalate as needed
• Maintain accurate records in the CRM system
• Adhere to Information Security Policies and protect confidentiality and privacy

Skills

Relationship building

Cross-functional collaboration

Analytical thinking

Problem solving

Organizational skills

Strategic thinking

Attention to detail

Time management

Education

High school diploma

Associate degree

Bachelor’s degree

Tools

Salesforce

ClickUp

Pipedrive

Job description

FORTH, a Set Forth, LLC company, is seeking a Client Success Specialist to grow and protect long-term client value. You will guide adoption of FORTH products, act as a trusted advisor, and align services with customer objectives across departments.

You will work in a hybrid mode with two days in office, focusing on proactive relationship management, performance reviews, and strategic planning to maximize client outcomes and retention.