Client Success Advocate - Account Management jobs in United States
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Coordinated Business Systems · 6 hours ago

Client Success Advocate - Account Management

positionBurnsville, MN
timeFull-time
remoteOnsite
seniorityMid Level
money$70K/yr - $90K/yr

Coordinated Business Systems is a company that has been empowering businesses with innovative solutions for over 40 years. They are seeking a Client Success Advocate who will manage client relationships post-sale, focusing on account management and client success while also supporting growth through strategic recommendations.

Business Information Systems
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Growth Opportunities

Responsibilities

Develop and build long-term relationships with our clients while monitoring their satisfaction with the results
Advise on best practices. Help recognize and identify issues and communicate recommendations for remediation
Manage client data in QBR (Quarterly Business Review) software and present information to clients during periodic meetings both in person and virtually
Regularly communicate with assigned accounts, set expectations, and negotiate priorities appropriately
Have in-depth knowledge about the technologies in use by each assigned client

Qualification

SaaS knowledgeIT services knowledgeClient relationship managementCritical thinkingPresentation skillsWritten communicationVerbal communicationOrganizational skillsInterpersonal skillsTeam collaboration

Required

Sound decision making, critical thinking and problem skills
Strong knowledge of SaaS and IT services and how they help businesses
Excellent written, verbal and presentation skills
Expert organizational and prioritization skills
Strong interpersonal skills to interact with clients, management, and peers
Develop, document, and communicate technology roadmap
The ability to contribute to a team environment with a high degree of professionalism and skill
Competitive & competitively aware. Proficient at explaining strengths & vulnerabilities
Willingness to travel periodically based on client and business need

Benefits

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Company

Coordinated Business Systems

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CBS is an Information Management Company.
dateFounded in 1983
location
Burnsville, Minnesota, USA
people-size51-200 employees
web-link
http://www.coordinated.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Oricchio
Founder and CEO
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Robert Smith
Chief Operating Officer
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Recent News

Business Wire
Consistency Propels Coordinated Business Systems to 2025 Elite Dealer Status
2025-12-08
Twin Cities
Business People: Longtime NAMI Minnesota executive director to retire
2025-05-26
Business Wire
Coordinated Business Systems Receives 11th Consecutive Elite Dealer Recognition
2024-01-04
Company data provided by crunchbase