Pinion · 9 hours ago
Client Services Specialist
Pinion Technology Core is a security-first managed IT services provider, empowering businesses to thrive through innovative technology solutions and proactive support. The Client Services Specialist will build strong relationships with clients, ensuring satisfaction and retention while translating their needs into actionable service requirements.
AccountingConsultingWealth Management
Responsibilities
Build strong, consultative relationships with clients to drive satisfaction, retention, and growth
Develop and maintain a deep understanding of each client’s business, IT environment, and strategic goals
Translate client needs into actionable service and product requirements
Monitor client work, service calls, and documentation with precision and timeliness
Collaborate across departments to create and maintain technology plans tailored to client needs
Identify client trends and proactively develop strategies to address them
Generate opportunities, prepare quotes, and track account activity
Qualification
Required
Proven Experience: Success in client service and retention, ideally within IT or an MSP environment
Communication Skills: Ability to engage effectively with business owners and key stakeholders
Technical Curiosity: A drive to stay current on technological trends and business solutions
Problem-Solving Mindset: Enjoy tackling challenges
Attention to Detail: Accuracy in proposals, orders, and documentation
Digital Fluency: Proficiency in Microsoft Office and familiarity with CRM systems
Critical Thinking: Ability to analyze client needs and develop strategic solutions
Flexibility: Willingness to travel overnight occasionally
Benefits
Health, dental, vision, life, and disability insurance
401k/profit-sharing
Paid holidays
Flexible work schedules
Company
Pinion
Pinion provides accounting and consulting services to the food and agriculture industries.
H1B Sponsorship
Pinion has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (5)
2023 (6)
2022 (5)
2021 (10)
2020 (15)
Funding
Current Stage
Late StageCompany data provided by crunchbase