Client Success Specialist

The Client Success Specialist is responsible for ensuring clients receive maximum value from Elevity's technology management services, maintain high satisfaction, and drive long-term retention and growth of our customers. The CSS will serve as the strategic partner and advocate for our managed clients, drive business outcomes and identify growth opportunities within their assigned client portfolio.

What You Will Do

Serve as the primary point of contact and key resource for assigned clients post-sale, maintain a proactive and strategic approach to identifying and assisting clients with their technology needs, build and maintain strong, long-term relationships with key stakeholders, and lead the renewal process by preparing and coordinating all necessary documentation.

Why It Might Be a Fit

This position requires strong communication and presentation skills, excellent relationship-building skills, and the ability to multitask effectively and regularly in day-to-day work. The ideal candidate will be a self-starter with proven ability to achieve goals and a strong understanding of IT infrastructure, cloud services, and cybersecurity.

Requirements

• High school diploma or equivalent
• 2-3 years of experience in client success, account management, or IT service delivery – preferably in a B2B environment
• Strong understanding of IT infrastructure, cloud services, and cybersecurity
• Excellent communication and presentation skills, both written and verbal
• Excellent relationship-building skills with both client contacts and internal team members
• Demonstrated effectiveness at delivering a positive client experience
• Proficiency with CRM tools (e.g., HubSpot, Salesforce) and ticketing systems (e.g., ConnectWise, Autotask)
• Ability to multitask effectively and regularly in day-to-day work
• Effective problem-solving skills
• Strong organizational skills and conscientious about the client experience
• Demonstrated professionalism in a work environment
• Self-starter with proven ability to achieve goals; extremely motivated to succeed
• Ability to interact with and work well with others in various fast changing environments/situations leveraging strong networking and listening skills
• Proficient in Microsoft Office (Outlook, Word, PPT, Teams, and Excel)
• Valid driver’s license and appropriate auto insurance as dictated by state requirements
• Access to reliable transportation
• Ability to travel to assigned client offices for in-person meetings and reviews

Benefits

• Medical
• Dental
• Personal Time
• Vacation Time
• 401(k)
• 401(k) match
• Wellness Program