Client Portfolio Manager

Job Summary

A company is looking for a Client Portfolio Manager to ensure customer success with their solutions.

Key Responsibilities

• Manage ongoing customer needs to drive retention and loyalty
• Advocate for customer needs across departments and facilitate community participation
• Assess renewal health and identify upsell opportunities while developing customer advocacy

Required Qualifications

• 3-5 years of customer-facing experience in Client Success, Sales, Account Management, or Project Management
• Experience with CRM systems
• Ability to understand the company's solution sets and address customer business problems
• Experience in delivering software implementation and adoption best practices
• High technical aptitude for customer use cases and architectural requirements