Client Success Specialist
About The Position
The Client Success Specialist serves as the primary operational resource for hardware procurement, software licensing, renewals, vendor coordination, and client follow-up. The role supports the vCIO team by tracking recommendations, proactively reviewing renewals, accurately completing procurement activities, and providing clients with consistent communication. This position is suited to someone who enjoys organization, client communication, process management, and coordinating technology initiatives from recommendation through completion. The specialist coordinates across service, projects, procurement, and vCIO teams to ensure equipment is ready, open items are addressed, and recommendations move from planning to execution. LeadingIT describes itself as a growing, security-focused MSP operating on the Entrepreneurial Operating System (EOS), emphasizing clarity, accountability, and alignment. Its stated core values are Accountable, Staying Positive, Chase Excellence, Driven, and Humbly Confident.
Requirements
- 1–2 years of experience.
- Ability to manage multiple clients, procurement requests, renewals, and follow-up activities while maintaining organization and accountability.
- Ability to coordinate details, solve logistical challenges, communicate with clients, and build client relationships.
Nice To Haves
- Experience with ConnectWise Manage.
- Experience with CPQ (formerly QuosalSell).
Responsibilities
- Process hardware and software procurement requests.
- Create and manage client quotations and track quote approvals and procurement opportunities.
- Coordinate ordering, receiving, deployment logistics, shipping timelines, and project dependencies.
- Track hardware warranties and lifecycle replacement opportunities.
- Assist with vendor management and procurement escalations.
- Maintain procurement documentation, asset records, and ConnectWise opportunities and procurement records.
- Coordinate with project and service teams to ensure equipment readiness.
- Monitor Microsoft, Pax8, and vendor renewals.
- Review licensing usage and utilization and identify licensing optimization opportunities.
- Ensure client agreements align with actual licensing consumption.
- Assist with contract, subscription, and warranty renewal planning.
- Communicate upcoming renewals and cost changes to clients and support budgeting conversations related to licensing and lifecycle planning.
- Follow up with clients on recommendations and open items and provide updates regarding orders and renewals.
- Escalate concerns that may affect client satisfaction or retention and support satisfaction initiatives and follow-up activities.
- Follow up on open project and procurement items and facilitate communication between departments to eliminate delays.
- Coordinate action items resulting from TBRs and client meetings and ensure recommendations move from planning to execution.
Benefits
- 100% company-paid health, dental, life, and vision benefits, stated to have a value of $4,500 to $14,000 per year.
- The company matches 5% of employee contributions to Guideline 401(k).
- Open Door PTO policy; the company also describes its PTO as unlimited.
- Company-provided notebook, softphone, and clothing.
- Potential ascension plan, if applicable.
- Potential share of company profits; LeadingIT states a commitment to distribute $5 million in profit to its team over 10 years.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
