Client Account Specialist

Pinion•Great Falls, VA

10h•Hybrid

About The Position

The Client Account Specialist builds lasting, consultative relationships with small to mid-sized technology clients, connecting IT solutions with business needs. The role supports client satisfaction, retention, and growth by understanding each client’s business, IT environment, and strategic goals; translating needs into service and product requirements; and coordinating with technical teams to deliver timely updates and a seamless service experience. The specialist works across departments to develop tailored technology plans, identify client trends and strategies, generate opportunities, prepare quotes, and track account activity.

Requirements

Proven success in client service and retention, ideally within IT or a managed service provider (MSP) environment.
Ability to engage effectively with business owners and key stakeholders.
Interest in staying current on technology trends and business solutions.
Problem-solving mindset and enjoyment of tackling challenges.
Attention to detail and accuracy in proposals, orders, and documentation.
Proficiency in Microsoft Office and familiarity with CRM systems.
Ability to analyze client needs and develop strategic solutions.
Willingness to travel overnight occasionally.

Responsibilities

Build consultative client relationships to drive satisfaction, retention, and growth.
Develop and maintain an understanding of each client’s business, IT environment, and strategic goals.
Translate client needs into actionable service and product requirements.
Provide timely updates and proactive communication, coordinating with technical teams to keep work moving.
Collaborate across departments to create and maintain technology plans tailored to client needs.
Identify client trends and proactively develop strategies to address them.
Generate opportunities, prepare quotes, and track account activity.