Client Success Specialist

LeadingIT • Woodstock, IL

11d • $52,000 - $60,000

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, accurately completing procurement activities, and maintaining consistent client communication throughout the process. It suits someone who enjoys organization, client communication, process management, and coordinating technology initiatives from recommendation through completion.

The specialist works across procurement and lifecycle management, licensing and renewals, client success and account coordination, and internal coordination. They help ensure equipment readiness and that recommendations move from planning to execution, coordinating 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, alignment, and its core 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 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 project and service teams to ensure equipment readiness.
• Monitor Microsoft, Pax8, and other vendor renewals.
• Review licensing usage and utilization and identify 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.
• Follow up with clients on recommendations and open items.
• Provide clients with 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.
• Company match of 5% of employee contributions to Guideline 401(k).
• Open Door PTO policy; unlimited PTO is also mentioned.
• Company-provided notebook, softphone, and clothing.
• Potential profit sharing, with the company committing to distribute $5 million in profit to the team over 10 years.
• Ascension plan, if applicable.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed