Client Experience Partner

Heartland Business Systems

Client Experience Partner managing post-sales client relationships. Focused on client retention, satisfaction, and account expansion at Heartland Business Systems.

Posted 7/24/2026full-timeSedalia • Montana • 🇺🇸 United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client retention and account management, with a strong focus on driving account expansion through upselling and cross-selling opportunities. Proficient in conducting business reviews and monitoring client health indicators to ensure satisfaction and success.

Highest-signal resume keywords

Client RetentionAccount ManagementBusiness ReviewsInterpersonal SkillsMicrosoft Office Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SuccessAccount ManagementClient ServicesUpsellingCross-SellingClient Health MonitoringContract RenewalsBusiness Planning

Soft Skills

Communication SkillsService-First MindsetInterpersonal SkillsPrioritization

Tools & Technologies

Microsoft Office

Certifications & Qualifications

Associate Degree in BusinessAssociate Degree in Technology

Industry Keywords

Client AdvocacyCustomer-Facing RoleIT Services

About the role

Key responsibilities & impact

Serve as a trusted advisor and primary post-sales advocate for assigned clients.
Own client retention for an assigned portfolio of accounts.
Drive account expansion by identifying upselling and cross-sell opportunities.
Conduct routine proactive check-ins with clients.
Host and coordinate routine business reviews on a monthly or quarterly basis.
Develop and maintain success plans for assigned clients.
Monitor client health indicators such as ticket trends and satisfaction results.
Support contract renewals in partnership with Solution Consultants.

Requirements

What you’ll need

2-4 years' experience in a customer success, account management, client services, or customer-facing IT services role.
Experience leading client-facing meetings, presentations, or business reviews.
Associate degree in business, technology, or a related field, or a combination of education and relevant experience.
Strong interpersonal and communication skills with a customer-focused, service-first mindset.
Proven ability to manage competing priorities across multiple client accounts.
Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).

Benefits

Comp & perks

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