Client Success Manager – IT Services, Marketing

This is a fully remote position, open to applicants in Connecticut.

📋 Description

• Act as the main point of contact for designated client accounts

• Develop robust, long-lasting relationships with clients through proactive outreach

• Perform regular client check-ins, account assessments, and business evaluations

• Facilitate service requests in collaboration with IT and Marketing departments

• Ensure that projects and ongoing services remain on schedule

• Recognize opportunities to broaden service offerings and enhance client collaborations

• Address client issues while providing an exceptional experience

• Respond to billing inquiries and follow up on invoices and outstanding balances

• Manage billing adjustments and assist clients with payment platforms and billing procedures

• Review provided services to ensure accurate invoicing

• Conduct vendor reconciliations

• Assess ticket quality and documentation

• Keep detailed records in Autotask PSA and other business systems

• Collaborate with technicians, marketing professionals, and leadership

• Contribute to the enhancement of internal processes and client satisfaction

• Represent EVERNET with professionalism in all interactions

⛳️ Requirements

• Excellent communication and relationship-building capabilities

• Professional and assured phone demeanor

• Comfortable engaging with clients throughout the day

• Exceptional organizational skills and attention to detail

• Ability to handle multiple client accounts and competing priorities

• Strong problem-solving abilities and commitment to follow through

• Self-driven with the capacity to work independently from home

• Dedicated home office free from distractions

• Experience with an IT Managed Service Provider (MSP) is preferred

• Background in Client Success or Account Management is preferred

• Experience in a marketing agency or digital marketing is preferred

• Familiarity with Autotask PSA is highly preferred

• QuickBooks knowledge is preferred

• Experience with ticketing systems and PSA platforms is preferred

• Proficiency in Microsoft 365 is preferred

• Understanding of managed IT services is preferred

• Experience supporting law firms, healthcare entities, accounting firms, financial institutions, manufacturers, or other professional service organizations is preferred

🏝️ Benefits

• 100% Remote work opportunity

• Flexible part-time schedule

• Potential for transition into a full-time position

• Competitive compensation based on experience

• Direct collaboration with leadership

• Contribute to shaping processes in a growing company

• Support clients across various industries

• Collaborative and supportive team environment

• Genuine opportunities for professional growth and advancement