Client Success Specialist
About The Position
The Client Success Specialist is 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, completing procurement accurately, and keeping clients informed throughout the process. It is suited to someone who enjoys organization, client communication, process management, and coordinating technology initiatives from recommendation through completion. The position coordinates procurement and lifecycle management, licensing and renewals, client success and account activities, and internal communication across service, projects, procurement, and vCIO teams. LeadingIT describes itself as a growing, security-focused managed service provider operating with the Entrepreneurial Operating System (EOS), emphasizing clarity, accountability, and alignment. The company highlights the values 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 with a high degree of organization and accountability.
Nice To Haves
- Experience with ConnectWise Manage.
- Experience with CPQ (formerly QuosalSell).
Responsibilities
- Process hardware and software procurement requests.
- Create and manage client quotations.
- Track quote approvals and procurement opportunities.
- Coordinate ordering, receiving, and deployment logistics.
- Communicate shipping timelines and project dependencies.
- Track hardware warranties and lifecycle replacement opportunities.
- Assist with vendor management and procurement escalations.
- Maintain procurement documentation and asset records.
- Coordinate with projects and service teams to ensure equipment readiness.
- Monitor Microsoft, Pax8, and vendor renewals.
- Review licensing usage and utilization.
- 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.
- Support budgeting conversations related to licensing and lifecycle planning.
- Conduct client follow-up on recommendations and open items.
- Ensure clients receive updates regarding orders and renewals.
- Escalate concerns that may affect client satisfaction or retention.
- Support client satisfaction initiatives and follow-up activities.
- Maintain ConnectWise opportunities and procurement records.
- Follow up on open project and procurement items.
- Facilitate communication between departments to eliminate delays.
- Coordinate action items resulting from TBRs and client meetings.
- Ensure recommendations move from planning to execution.
Benefits
- 100% company-paid health, dental, life, and vision benefits, stated to be valued at $4,500 to $14,000 per year.
- Company matches 5% of employee contributions to Guideline 401(k).
- Open Door PTO policy; the posting also describes unlimited PTO.
- Company-provided notebook, softphone, and clothing.
- Potential profit-sharing distribution as part of the company's commitment to distribute $5 million in profit to the 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
