Client Portfolio Manager

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