Elevity IT

Client Success Specialist - Elevity - Brookfield

Brookfield, WI
Elevity is one of the largest and most capable technology management providers in the Midwest. We ar

Job Description

Client Success Specialist - Elevity

Posted: Tuesday, 3/19/2024

Elevity is one of the largest and most capable technology service providers in the Midwest. Our talented and passionate team is the engine driving our continuing growth and strong position in the market.
Elevity is a combination of the words “elevate” and “security.” We aspire to elevate our clients’ businesses by delivering cutting-edge IT strategy, security, solutions, and support. Each Elevity team member has a direct impact on the success of the local businesses we serve every day.
We also aim to elevate every team members’ career. We believe strongly in developing from within, working with each employee to create a fulfilling career path and provide continuing education.
Our work environment promotes both growth and balance – we encourage everyone to challenge themselves in their roles, but also take time away from the office to enjoy life. As a subsidiary of The Gordon Flesch Company, Elevity offers competitive salaries, generous benefits, and a fun, collaborative work environment.
In this role you will:

  • Serve as the primary point of contact and key resource for clients within assigned account base.
  • Maintain a proactive and strategic approach to identifying and assisting clients with their technology needs.
  • Meet regularly with client contacts including in-person appointments.
  • Ensure that clients contracted services are accurately provided with respect to agreed terms.
  • Lead contract renewals with assigned client base.
  • Create, assemble, coordinate pricing, contract, and other documents for new opportunities, changes, and renewals within assigned base.
  • Participate in quarterly strategic business reviews (SBR) with assigned clients. Schedule and coordinate quarterly strategic business reviews with assigned clients.
  • Ensure that contracts are kept current within assigned account base.
  • Develop strong working relationships with team members in other areas of the organization to ensure positive client experiences and to address issues when they arise.
  • Stay informed on issues occurring within client environments, ensuring the proper resources are scheduled to reach a timely resolution.
  • Maintain and continuously enhance personal knowledge of Elevity’s product offerings as well as industry developments and trends.
  • Track recurring issues at clients; ensure appropriate staff and/or management are informed of issues in order to pursue proper resolutions.
  • Track and assist with scheduling delivery and installation of ordered equipment and services.
  • Follow through on all client issues to ensure complete resolution.
  • Maintain clear and updated client documentation in CRM/PSA as it pertains to conversations and interactions with the client.
  • Audit client billing as needed and resolve any invoicing concerns.

You should have:

  • High school diploma or equivalent.
  • 3-5 years of experience in an account management or customer service role – preferably in a B2B environment.
  • Strong organizational skills and conscientious about the client experience.
  • Excellent written and verbal communication skills.
  • Ability to travel to other branch locations and clients within assigned account base.
  • Ability to interact with and work well with others in various fast changing environments/situations leveraging strong networking and listening skills.
  • Proficient in Microsoft Office (Outlook, Word, PPT, Teams, and Excel).
  • Valid driver’s license and appropriate auto insurance as dictated by state requirements.
  • Access to reliable transportation.

The Elevity a Gordon Flesch Company offers Medical, Dental, Personal Time, Vacation Time, Holiday Time, Tuition Reimbursement, 401(k) and 401(k) match, a Wellness Program and many more!
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Work Location: In person

Benefits
  • Serve as the primary point of contact and key resource for clients within assigned account base.
  • Maintain a proactive and strategic approach to identifying and assisting clients with their technology needs.
  • Meet regularly with client contacts including in-person appointments.
  • Ensure that clients contracted services are accurately provided with respect to agreed terms.
  • Lead contract renewals with assigned client base.
  • Create, assemble, coordinate pricing, contract, and other documents for new opportunities, changes, and renewals within assigned base.
  • Participate in quarterly strategic business reviews (SBR) with assigned clients. Schedule and coordinate quarterly strategic business reviews with assigned clients.
  • Ensure that contracts are kept current within assigned account base.
  • Develop strong working relationships with team members in other areas of the organization to ensure positive client experiences and to address issues when they arise.
  • Stay informed on issues occurring within client environments, ensuring the proper resources are scheduled to reach a timely resolution.
  • Maintain and continuously enhance personal knowledge of Elevity’s product offerings as well as industry developments and trends.
  • Track recurring issues at clients; ensure appropriate staff and/or management are informed of issues in order to pursue proper resolutions.
  • Track and assist with scheduling delivery and installation of ordered equipment and services.
  • Follow through on all client issues to ensure complete resolution.
  • Maintain clear and updated client documentation in CRM/PSA as it pertains to conversations and interactions with the client.
  • Audit client billing as needed and resolve any invoicing concerns.

Elevity IT At A Glance

Elevity is one of the largest and most capable technology management providers in the Midwest. We are a full-service managed IT provider offering custom technology solution to our clients. Our team of technology experts can help you reach a truly elevated level of IT strategy, security, solutions and support. Elevity provides best in class, industry-leading solutions that evolve with you, keeping your strategic business goals, growth and security top of mind.
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