Client Success Manager

Posted 6 Days Ago
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Chicago, IL, USA
In-Office
Senior level
Information Technology
As advisor to the client we produce win-win-win relationships between IT, the business, and the vendors they choose to p
The Role
Senior post-sale Client Success Manager responsible for client lifecycle management, renewals, and ARR expansion. Host QBRs and executive briefings, maintain HubSpot CRM hygiene, act as technical sponsor to drive adoption, and build trust with C-suite stakeholders to ensure measurable ROI and long-term retention.
Summary Generated by Built In
Company Overview

CXponent is a premier technology advisory platform providing high-touch brokerage and consulting services. We help enterprise and mid-market organizations plan, select, negotiate, and deploy complex enterprise technology solutions. As a trusted partner and advocate, CXponent guides clients through critical IT roadmaps, simplifies vendor procurement, and minimizes the cost, time, and risk associated with technology investments.


Our team brings deep expertise across eight specialized technology domains, including AI & Automation, Customer Experience (CX), Cloud Security, Infrastructure, and Managed Services. Having advised clients on over $1 billion in technology spend and successfully implemented more than $100 million in new software-as-a-service (SaaS) and infrastructure solutions, CXponent is built on a foundation of data-driven insights, elite industry talent, and rapid scaling. We operate in a collaborative, fast-paced environment where we cut through marketplace noise to deliver true business transformation


About Our Partner: Shore Capital Partners

Shore Capital Partners, a leading Chicago-based private equity firm focused on microcap and lower-middle-market investments across North America. With over $17 billion in assets under management, Shore specializes in partnering with founders and executive teams to transform high-potential businesses into regional and national industry leaders. Consistently recognized by Inc. Magazine as a Top Founder-Friendly Investor and globally ranked among the top firms for private equity deal volume, Shore provides its portfolio companies with robust operational resources, strategic guidance, and deep capital backing to accelerate growth and industry consolidation.



Position Summary

We are seeking a highly disciplined Client Success Manager to serve as a senior-level individual contributor and the primary post-sale driver for long-term partnership value. You will act as a trusted advisor to C-suite stakeholders, focusing on client lifecycle management, renewal retention, and ensuring measurable business value realization across our technology solutions.

Key Responsibilities & Deliverables
  • Retention & Renewals: Consistently meet or exceed targets for contract renewals while proactively managing the renewal pipeline to mitigate retention risks.
  • Revenue Expansion: Identify and qualify up-sell and cross-sell opportunities to expand Annual Recurring Revenue (ARR) in collaboration with the sales team.
  • Client Engagement & ROI: Host Quarterly Business Reviews (QBRs) and executive briefings to showcase achieved ROI and align solutions with client strategic objectives.
  • Operational Excellence: Maintain meticulous HubSpot CRM hygiene, including renewal dates, health scores, and opportunity tracking to ensure accurate forecasting.
  • Strategic Advocacy: Act as a technical sponsor for represented technologies, educating clients on new capabilities to maximize solution adoption and expansion.
  • Relationship Management: Cultivate trust-based connections with key decision-makers and empower internal champions to drive long-term client satisfaction.justifications and financial presentations for C-level executives (CIO, CTO, CFO).
Ideal Experience and Qualifications
  • Proven Success: 7+ years of experience in Client Success or Account Management, with a consistent track record of exceeding retention and expansion targets.
  • Enterprise Expertise: Demonstrable experience managing complex client relationships and renewal cycles for large enterprise accounts.
  • Industry Knowledge: Solid understanding of the Brokerage and Technology Advisory ecosystem, including CCaaS/CX, IT Infrastructure, and Cloud Solutions.
  • CRM Proficiency: Deep practical experience using HubSpot or similar systems for pipeline management and data-driven decision-making.
  • Ecosystem Background: Preference for candidates who have worked for a TSD or Broker/Tech Advisor and have experience managing a large book of business.

Skills Required

  • 7+ years of experience in Client Success or Account Management with consistent retention and expansion results
  • Experience managing complex enterprise client relationships and renewal cycles
  • Proven track record of exceeding retention and expansion targets
  • Deep practical experience using HubSpot or similar CRM systems for pipeline and renewal management
  • Solid understanding of Brokerage and Technology Advisory ecosystem, including CCaaS/CX, IT Infrastructure, and Cloud Solutions
  • Experience working for a TSD or Broker/Tech Advisor and managing a large book of business
  • Experience presenting ROI justifications and financial presentations to C-level executives
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The Company
HQ: Chicago, IL
7 Employees
Year Founded: 2021

Why Work With Us

As a brokerage service, we serve as an advocate to the customer to understand and walk them through their IT transformational journey. We are customer first and believe in the unique partnership with vendors to serve as the client liaison to successfully translate their vision, adoption, and solidify their ROI.

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