Client Success Advocate
The Role
Are you a relationship builder who thrives on solving complex puzzles and guiding clients toward better outcomes? Do you enjoy owning client relationships, translating technical complexity into clear strategy, and identifying opportunities to deepen value over time? If you’re a proactive communicator with a consultative mindset and a passion for client success, we’re looking for you. The Client Success Advocate (CSA) serves as the primary post-sale owner of client relationships for organizations partnered with our managed IT services. This role is rooted in account management and client success, with a secondary focus on supporting growth through thoughtful recommendations and long-term partnership. Success in this role comes from trust, insight, and advocacy, not transactional selling.
Position Summary
-
Develop and build long-term relationships with our clients while monitoring their satisfaction with the results.
-
Advise on best practices. Help recognize and identify issues and communicate recommendations for remediation.
-
Manage client data in QBR (Quarterly Business Review) software and present information to clients during periodic meetings both in person and virtually.
-
Regularly communicate with assigned accounts, set expectations, and negotiate priorities appropriately.
-
Have in-depth knowledge about the technologies in use by each assigned client.
About Coordinated
Minnesota and Western Wisconsin with cutting-edge business solutions. We specialize in
Managed Print Services (MPS), Managed Network Services (IT/MSP), Voice/UCaaS, Document Management, and office technology. Our commitment to innovation and customer success fuels our continued growth.
We’re proud to be locally owned and operated, with a strong belief in work-life balance, employee development, and doing the right thing, every time.
Skills & Requirements
- Sound decision making, critical thinking and problem skills.
- Strong knowledge of SaaS and IT services and how they help businesses.
- Excellent written, verbal and presentation skills.
- Expert organizational and prioritization skills.
- Strong interpersonal skills to interact with clients, management, and peers.
- Develop, document, and communicate technology roadmap.
- The ability to contribute to a team environment with a high degree of professionalism and skill.
- Competitive & competitively aware. Proficient at explaining strengths & vulnerabilities.
- Willingness to travel periodically based on client and business need.
