Client Success Administrator

PURPOSE  
The Client Success Administrator will be an integral part of the Client Success (CSX) team, working to ensure seamless contract management, accurate data processing, and efficient internal operations. This role focuses on supporting the CSX team by managing contract renewals, true-ups, billing processes, and reporting, while ensuring that client needs are met, and internal systems are accurate and up-to-date. The ideal candidate will demonstrate strong organizational skills, attention to detail, and the ability to collaborate with multiple teams to drive client success.
RESPONSIBILITIES  

• Submit contract change forms/true-ups based on input from the CSX team to ensure contract agreements remain current.
• Support the CSX team with Salesforce opportunity entries and ownership of opportunities from open to closed-won/lost.
• Compile quarterly true-up counts to assist the CSX team in ensuring correct license usage.
• Create contract renewal drafts based on input from the CSX team.
• Review invoice accuracy as a first pass and fulfill suggested changes from the CSX team.
• Work with the onboarding and offboarding teams to ensure proper billing setup and termination.
• Assist the CSX team with data gathering for internal account reviews when required.
• Support the CSX team in semiannual NPS (Net Promoter Score) efforts to drive response rates above 70%.
• Follow up with the procurement team regarding client orders and timing of equipment arrivals.
• Own updates and maintain accuracy in Salesforce at both the account and opportunity levels.
• Submit work orders on behalf of the CSX team for opportunities that require SA (Solutions Architect) support.
• Prepare and create Power BI reports for CSX team members and clients to provide key data insights.
• Work with the procurement team to quote new hardware and software opportunities on behalf of the CSX team.
• Prepare and create hardware lifecycle reports for the CSX team to support client-facing strategy meetings.

• Other responsibilities assigned by management.

 
MINIMUM SKILLS, EDUCATION, AND EXPERIENCE  

• Excellent attention to detail, particularly with invoicing, contract accuracy, administration skill sets.
• Strong communication and interpersonal skills to support both internal teams and clients.
• Ability to prioritize and manage multiple tasks with varying deadlines in a fast-paced environment.
• Proven ability to follow up and drive projects to completion with minimal supervision.
• Proficient in Microsoft Office Suite, particularly Excel, for data management and reporting.
• Ability to collaborate with cross-functional teams.

PREFERRED SKILLS, EDUCATION, AND EXPERIENCE  

•  Associate or Bachelor’s degree in Business Administration, Information Technology, or a related field (preferred) or equivalent professional experience in similar job role.
• Strong proficiency in Salesforce, with experience in opportunity management and maintaining account data.
• Familiarity with Power BI or other data visualization tools to create actionable reports.
• Prior experience in managing contract processes, billing, and renewals is a plus.

• Familiarity with procurement processes and quoting hardware/software opportunities is preferred.
•  2 years of experience in client success, account management, or a related administrative role.
• Experience in using Salesforce and Power BI, or similar CRM and reporting tools.

At Ascend Technologies we firmly believe that diversity, equity, and inclusion are not only fundamental values but also powerful drivers of innovation, growth, and success. We are committed to fostering an environment where every individual feels valued, respected, and empowered. 
CORE VALUES 
We are seeking highly motivated individuals who have the willingness and ability to demonstrate Ascend core values:

• Committed to Client Success: Our actions and our words always align with the best interest of the client. 

• One Team: We work collaboratively to overcome challenges with humility and respect and do what it takes to find innovative solutions. 

• Integrity: We are unquestionably committed to doing the right thing even when it is hard. 

• Accountability: We hold ourselves and each other accountable for keeping our commitments to our clients, our communities, and one another. 

• Transparency: We create open lines of communication with each other and our clients, fostering relationships founded on candor and trust. 

Salary Expectations: $45,000-$50,000