Manage existing client relationships to ensure satisfaction, retention, and growth through proactive engagement and escalation handling. Drive contract renewals and identify cross-sell or upsell opportunities while maintaining accurate client data in Salesforce.
Overview
HRchitect, a leader in HR technology consulting, is seeking a proactive and client-focused Client Success Advocate to strengthen relationships within our existing client base, ensuring satisfaction, retention, and growth. This position plays a critical role in managing client relationships, handling escalations, identifying cross-sell and upsell opportunities, and ensuring seamless contract renewals. As a Client Success Advocate, you will be responsible for maintaining accurate and up-to-date client data within Salesforce, identifying client references in collaboration with our Service Delivery team, and supporting Account Executives by providing strong client advocates throughout the sales cycle.
Responsibilities
- Client Relationship Management
- Serve as the main point of contact for assigned clients, ensuring satisfaction and maintaining long-term relationships.
- Address client needs, resolve issues, and manage escalations promptly and effectively to ensure continued engagement and client satisfaction.
- Coordinate with internal departments to provide clients with timely and efficient service.
- Contract Renewal and Growth
- Drive contract renewals, collaborating closely with clients to understand needs and propose solutions that support their evolving requirements.
- Identify and pursue cross-sell and upsell opportunities, working with Sales and Service Delivery teams to offer clients additional services that align with their HR technology goals.
- Account Monitoring and Updates
- Provide continuous account updates and maintain accurate client information in Salesforce, ensuring all activity, issues, and touchpoints are documented.
- Work closely with Account Executives, providing insights on client accounts, recent activity, and any identified expansion opportunities.
- Reference Management
- Collaborate with Service Delivery to identify satisfied clients as potential references, updating Salesforce with their referencability status.
- Assist Account Executives in selecting appropriate client references to support the sales process, ensuring prospects receive valuable insights from trusted client advocates.
Qualifications
- 3+ years of experience in client success, account management, or sales support within a B2B environment, with strong preference to candidates whose experience falls in the Human Capital Management space.
- Strong knowledge of Salesforce for account management, reporting, and client updates.
- Excellent relationship-building, communication, and problem-solving skills.
- Ability to manage multiple clients and tasks effectively in a fast-paced environment.
- Knowledge of HR technology services and trends is a plus.
- High aptitude in a 100% remote environment which also requires synchronous collaboration at a very fast pace
- Ability to work in the Eastern US or Central US Time Zones
- Responsibilities and requirements of this role may extend beyond items listed on this document and may be changed or reassigned at any time at the discretion of management.