Client Success Strategy Specialist

Objective: Provide clients with strategic business intelligence and help clients continuously increase their Return on Investment from technology.

Essential Functions:

• Complete business reviews at least every six months and check in monthly by phone.
• Ensure client satisfaction meets or exceeds expectations
• Review and help evaluate business technology questions and bring the client to the decision that will produce the best result for their situation
• Provide continuous education on business benefits of aligning with client standards
• Complete new client walkthru cataloging all devices and associated concerns
• Provide pricing and information for new technology and projects
• Understand the clients business and their Line of Business software and provide ideas on how to increase employee efficiency.
• Provide introductions to Referral Partners to solve business challenges and profits.
• Responsible for client renewals contract expansions overall business improvement project recommendations and technology enhancements.

Additional Functions:

• Look for and recommend new technology as needed
• Ask for introductions to possible new fully managed clients
• Validate information and coordinate execution of strategic engagements
• Order hardware needed for agreed engagements

Experience/Skills Required:

• 4 years of experience in related field
• Strong administrative skills
• Able to make decisions and provide business information to company owners
• Able to assess and prioritize in a fastpaced environment
• Strong verbal communication skills
• Positive and enthusiastic selfstarter and team player
• Data tracking as you go able to type 35 words per minute
• Industry experience and technology competency
• Experience with RMM and PSA / Ticketing Solutions