Client Success Manager (L2_Roshi_Plano)
$90,000–$120,000 year
On-sitePlano, Texas, United States
Job Summary
Drive MRR uplift and new project revenue by proactively identifying whitespace, building expansion pipelines, and closing against quota within your assigned portfolio of managed IT and security clients. Serve as the primary relationship owner and trusted advisor, leading quarterly business reviews to present IT governance reports and surface growth opportunities. Partner with Solutions Architects to scope technical improvements and coordinate with delivery teams to resolve escalated support issues while monitoring account health indicators. Own client retention, satisfaction, and renewal outcomes by ensuring adoption of underutilized tools and licenses. Maintain accurate CRM records and advocate internally for client needs to feed service delivery and roadmap discussions.
Required Qualifications
- 3+ years of experience in quota-carrying Client Success, Account Management, or Client Relationship role
- direct responsibility for selling into and expanding existing accounts
- experience within an MSP, MSSP, or IT/technology services environment
- Demonstrated track record of independently identifying, proposing, and closing renewal and expansion revenue
- consistently meeting or exceeding revenue targets
- Working knowledge of IT and cybersecurity concepts
- patch management
- MFA
- endpoint compliance
- Microsoft 365
- Strong presentation skills
- negotiation skills
- communication skills
- comfortable leading executive-level business reviews
- comfortable selling conversations
- Experience with CRM/PSA tools
- HubSpot
- Salesforce
- ConnectWise
- Highly organized
- ability to manage a diverse portfolio of accounts
- ability to manage competing priorities
- Collaborative mindset
- works effectively with sales teams
- works effectively with technical delivery teams
- works effectively with security teams
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