Senior Client Success Manager – CT Group
Core
Build and nurture long-term relationships with key clients to ensure service delivery, drive retention, and identify growth opportunities.
Role type
Senior Client Success Manager
Builds
Client partnerships and organic growth within a managed technology services portfolio
Domain
Technology Services / Managed IT Services
Deliverable
client delivery
Required skills
stakeholder management, relationship building, client portfolio management, commercial awareness, proposal development, project coordination, risk management, budget planning, referral identification
Preferred skills
MSP or Managed Services experience, Technical Account Manager experience, technical support experience, Level 2 technical capability, HaloPSA/CRM platform experience
Technologies
HaloPSA, Microsoft 365, cloud platforms
Responsibilities
Conduct regular client meetings to understand business needs and technology roadmaps; Act as the primary escalation point for client issues; Gather client feedback to drive continual improvement; Identify opportunities for technology upgrades and new services; Develop proposals and coordinate with internal teams to progress opportunities; Maintain accurate client information within HaloPSA; Coordinate with teams to manage client roadmaps and project delivery; Provide clients with budgetary and planning information; Identify referral and organic growth opportunities.
Seniority
Senior, hands-on IC