[Hiring] Client Success Manager, Channel @TechnologyAdvice

Role Description

Our Client Success team ensures that every client has a seamless, positive, and results-driven experience. As a Client Success Coordinator, Channel, you will support and manage a portfolio of channel-driven accounts, acting as a key partner to both clients and internal stakeholders.

This role is specifically designed for someone who understands the IT Channel ecosystem—including how vendors, distributors, and partners (MSPs, VARs, resellers) work together—and can confidently support channel marketers in executing demand generation programs.

You will play a critical role in ensuring alignment between partner expectations, client goals, and internal delivery—helping us scale and strengthen our channel business.

This is more than project coordination. It requires ownership, attention to detail, the ability to proactively manage relationships, troubleshoot issues, and drive consistent results across multiple stakeholders.

What you'll do

• Manage day-to-day communication for channel-supported client accounts, including vendors and partner-driven programs.
• Serve as a trusted partner to channel marketers, understanding their goals and helping translate them into successful campaign execution.
• Support onboarding for channel clients, ensuring expectations, timelines, and deliverables are clearly aligned across all stakeholders.
• Set up, monitor, and optimize client programs in Salesforce, ensuring accuracy and troubleshooting issues as they arise.
• Proactively identify and present cross-sell and upsell opportunities by analyzing campaign performance, client needs, and partner goals, helping drive retention and long-term account growth.
• Lead client onboarding and present Campaign Reviews, translating results into business-level insights that drive strategic discussions.
• Collaborate across internal teams to refine processes, identify challenges, and recommend creative solutions that enhance both efficiency and client success.
• Take ownership of account health by anticipating client needs, addressing potential risks early, and ensuring programs deliver against expectations.

Qualifications

• 1–2 years of experience in sales, client success, account management, or a related role supporting or working within the IT Channel space.
• Familiar with the channel ecosystem, including vendors, distributors, MSPs, VARs, or reseller relationships.
• A strong communicator who builds confidence through responsiveness, clarity, and professionalism across email, Slack, and Zoom.
• Proficient in Google Sheets or Excel, with the ability to manage data, build reports, and check for accuracy.
• Highly organized, able to juggle multiple accounts while still giving each client personal attention and care.
• Eager to learn the ins and outs of B2B Demand Generation campaigns to better serve our customers.
• Motivated to learn and dive into campaign performance data, identify insights, and connect them to client goals.
• Comfortable with Salesforce (or similar CRMs), and meticulous about keeping systems accurate and up to date.
• Detail-oriented with a sharp eye for quality, ensuring leads and campaign elements meet client expectations.
• A proactive problem-solver who doesn’t just spot issues but takes initiative to resolve them and suggest improvements.
• Agile professional who excels in a fast-paced environment and thrives on continuously pivoting strategies to drive business needs forward.
• Dependable and accountable, ready to take ownership, ask thoughtful questions, and make a meaningful impact in day-to-day client success.

Benefits

• Career Growth: Advance with mentorship programs, leadership academies, and opportunities to shape company culture and DEI initiatives.
• Flex Fridays: Adjust your 40-hour week to enjoy a full or half day off on Fridays.
• Remote-First Culture: Work from the comfort of your home.
• Flexible PTO: Take the time you need, when you need it.
• Health Coverage: Medical, dental, and vision plans for you and your family.
• Insurance Protection: Life, AD&D, Short-Term, and Long-Term Disability coverage.
• 401K with Match: Secure your future with our company-matched retirement savings.
• Paid Parental Leave: Support for new parents during life’s special moments.
• Wellness Perks: Access Headspace and enjoy monthly fitness reimbursements.
• Pet Insurance: Care for your furry family members.
• Speaker Series Bonus: Present in our monthly speaker series and earn a bonus.
• Book Reimbursement: Get up to 12 books reimbursed per year to fuel your learning.
• Bucket List Benefit: Celebrate milestones with annual contributions toward your dream adventures after 3 years.
• In-Office Perks: Enjoy catered lunches for our in-office team.