Client Success Manager

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.

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.