Client Partner/Account Manager

HB NEXT•Lawrenceville, GA

2d•Onsite

About The Position

The Client Partner acts as an Account Manager and owns and supports a portfolio of client accounts, serving as the primary point of contact for day-to-day program execution. The role ensures that services outlined in each Compliance Partner Program (CPP) are delivered accurately, consistently, and on time. The Client Partner works with clients and internal HB NEXT teams to understand operational and technical needs, support successful software adoption, and deliver high-quality consulting and administrative services. Strong communication, attention to detail, and the ability to manage multiple priorities are important to success. This is an in-office position based in Lawrenceville, Georgia, and is not remote. After successfully completing the training period, there may be an opportunity to work from home one day per week. Occasional travel to client sites is required.

Requirements

3–5 years of experience in account management, client services, or customer success.
Proven experience independently managing a book of clients.
Strong communication skills, including the ability to lead client calls and meetings.
Highly organized, with the ability to manage multiple accounts and priorities.
Proficiency in Microsoft Office Suite.
Experience with SaaS or technology-enabled services.

Responsibilities

Manage a portfolio of client accounts, owning relationship health, satisfaction, and retention.
Serve as the primary point of contact and escalation point for clients at operational and executive levels.
Oversee delivery of CPP services and partner with internal teams to ensure accurate, on-time results.
Drive client onboarding and adoption of HB NEXT SaaS solutions.
Track and report on KPIs and program outcomes, and lead regular client reviews.
Identify opportunities for renewals and account growth.
Travel occasionally to client sites.