Client Success Manager

Summary

Join Sourcepass as a Client Success Manager and become the advocate for our clients. You will be the primary point of contact for client inquiries, ranging from purchasing IT equipment to escalating service requests and discussing technology initiatives. You will act as the internal coordinator, bringing in the necessary resources to address client needs and ensure a positive experience. This remote position requires 1-2 on-site client visits per week in New York City and Long Island, and reports to a Strategic Advisor. The salary is $70,000+ (negotiable based on experience). Sourcepass is a growing IT consulting company with a strong track record and numerous awards. Be a part of a dynamic team and contribute to our continued success.

Requirements

• Bachelor’s Degree or better from an accredited institution
• 5+ years of work experience, working within a technology services business or as part of an internal IT department
• Experience working with the Office 365 suite of products

Responsibilities

• Assist clients with reaching the right team members within Sourcepass as part of incident management process
• Develop strong relationship with key client contacts
• Execute on proactive client strategy activities, including annual technology assessments, development of IT budgets, tactical review calls, and staff surveys
• Internal quarterback for client escalations scaling across multiple departments
• Assist clients with management of vendor relationships, such as ISP services as part of office moves
• Address client questions with regards to ongoing invoicing
• Develop plans/scopes for the creation of client quotes, working in tandem with Solutions Engineering Team
• Handle all training of clients as part of new client onboarding and changes of client point of contact
• Train clients on the use of core technologies, such as the Microsoft Office 365 Suite
• Raise red flags with regards to at risk clients
• Manage open opportunities and closing of opportunities working with client contacts
• Work with client contacts to develop referrals for new business

Benefits

Remote position with onsite client visits 1-2x a week primarily in New York City and Long Island