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Job description

Client Experience Partner at HEARTLAND BUSINESS SYSTEMS LLC

Position Summary: The Client Experience Partner serves as a trusted advisor and primary post-sales advocate for assigned clients, with a focus on client retention, satisfaction, and account expansion. This role proactively engages clients through routine check-ins and structured business reviews to ensure clients are realizing maximum value from their HBS services and solutions, identifying risks to retention early, and uncovering opportunities to grow the relationship. Roles and

Responsibilities

/ Essential Functions: Own client retention for an assigned portfolio of accounts, including renewal readiness, risk identification, and the development and execution of save/remediation plans. Drive account expansion by identifying upselling and cross-sell opportunities and partnering with Account Managers and Sales to qualify and advance those opportunities. Conduct routine proactive check-ins with clients to ensure satisfaction, confirm service delivery is meeting expectations, and capture feedback.

Host and coordinate routine business reviews on a monthly or quarterly basis (based on client tier), including scheduling, agenda development, data/report preparation, facilitation, and follow-up on action items. , engineering, service delivery, account management, leadership) and external client stakeholders for business reviews and escalations. Develop and maintain success plans for assigned clients that document client goals, health status, risks, and growth opportunities.

Monitor client health indicators such as ticket trends, service utilization, satisfaction (CSAT/NPS) results, and escalations; act on negative trends before they impact retention. Serve as a client advocate internally, ensuring client feedback and concerns are routed to and addressed by the appropriate teams. Support contract renewals in partnership with Solution Consultants, including preparing renewal documentation and value summaries. , CRM/PSA).

Contribute to and enhance internal department process and system documentation. Follow policies and procedures on a department and per client basis. Monitor email and phone for client communications and respond in a timely manner. Ability to travel to customer sites for business reviews and relationship-building activities. Perform other duties, as assigned. Department: Heartland Business Systems. ATS provider: Paylocity.