{"id":2864452,"url":"https://alion.io/job/goleadingit-client-success-specialist-2","title":"Client Success Specialist","company":{"id":3130591,"name":"GoLeadingIT","domain":"goleadingit.com","url":"https://alion.io/company/goleadingit","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Comeet","truth_index":{"grade":"B","score":70,"open_postings":28,"ghost_share":0.5,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-10-27T05:46:45Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Chicago, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":52000,"max":60000,"currency":"USD","period":"year","gross":null,"usd_annual":60000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-19T16:36:49Z","employer_posted_date":"2026-10-19","last_verified_at":"2026-10-27T12:56:49Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":0,"flags":["company_stale"],"days_open":7},"description":"Description\nClient Success Specialist\nPosition Summary\nThe Client Success Specialist serves as the primary operational resource for hardware procurement, software licensing, renewals, vendor coordination, and client follow-up. This role supports the vCIO team by ensuring recommendations are tracked, renewals are reviewed proactively, procurement activities are completed accurately, and clients receive consistent communication throughout the process.\nThis position is ideal for someone who enjoys organization, client communication, process management, and coordinating technology initiatives from recommendation through completion.\nPrimary Responsibilities\nProcurement & Lifecycle Management\nProcess hardware and software procurement requests. \nCreate and manage client quotations. \nTrack quote approvals and procurement opportunities. \nCoordinate ordering, receiving, and deployment logistics. \nCommunicate shipping timelines and project dependencies. \nTrack hardware warranties and lifecycle replacement opportunities. \nAssist with vendor management and procurement escalations. \nMaintain procurement documentation and asset records. \nCoordinate with projects and service teams to ensure equipment readiness. \nLicensing & Renewals\nMonitor Microsoft, Pax8, and vendor renewals. \nReview licensing usage and utilization. \nIdentify licensing optimization opportunities. \nEnsure client agreements align with actual licensing consumption. \nAssist with contract, subscription, and warranty renewal planning. \nCommunicate upcoming renewals and cost changes to clients. \nSupport budgeting conversations related to licensing and lifecycle planning. \nClient Success & Account Coordination\nConduct client follow-up on recommendations and open items. \nEnsure clients receive updates regarding orders, and renewals \nEscalate concerns that may affect client satisfaction or retention. \nSupport client satisfaction initiatives and follow-up activities. \nInternal Coordination\nMaintain ConnectWise opportunities and procurement records. \nFollow up on open project and procurement items. \nFacilitate communication between departments to eliminate delays. \nCoordinate action items resulting from TBRs and client meetings. \nEnsure recommendations move from planning to execution. \nKey Outcomes\nAccurate and timely procurement delivery\nProactive licensing and renewal management\nStrong client communication and follow-up\nImproved visibility into lifecycle and warranty planning\nConsistent coordination between service, projects, procurement, and vCIO teams\nSuccess Metrics\nProcurement\nQuote turnaround time \nOrder accuracy \nProcurement completion rate \nVendor response follow-up \nProcurement gross margin targets \nRenewals\nRenewals reviewed prior to expiration \nLicensing optimization opportunities identified \nRenewal retention rate \nRenewal recommendation completion rate \nClient Coordination\nRecommendation follow-up completion \nClient touchpoint completion \nClient satisfaction scores \nOnboarding milestone completion \nIndicators that this will be the role for you:\nUnderstands how procurement, renewals, lifecycle planning, and proactive communication contribute to client success. \nEnjoys coordinating details, solving logistical challenges, building client relationships, and ensuring nothing falls through the cracks. \nCan effectively manage multiple clients, procurement requests, renewals, and follow-up activities while maintaining a high degree of organization and accountability.\n1-2 years' experience required. \nExperience with ConnectWise Manage is a plus!\nExperience with CPQ (formally namedQuosalSell) is a plus! \nMore about us:\nAt LeadingIT, our people and our culture are at the heart of everything we do. We are a growing, security-focused MSP that runs on the Entrepreneurial Operating System (EOS). This means clarity, accountability, and alignment are not buzzwords here. They are how we operate every single day. We want everyone on our team to live their EOS life, which means having the ability to do what you love, with people you love, while making a huge difference, being compensated appropriately, with time for other passions.\nOur core values are not posters on the wall. They are who we are.\nAccountable. Staying Positive. Chase Excellence. Driven. Humbly Confident.\nIf these values describe how you show up in your work and with your clients, you will fit right in here.\nOur all-inclusive total compensation and benefits package for this role includes:\nSalary range for this roll is $52k-$60k annually based on experience. \nAscension plan if applicable \nWe provide 100% company paid health, dental, life, and vision benefits - value of $4,500 to $14,000/year\nWe match 5% of your contributions to Guideline 401k - value of 5% of salary.\nOpen Door PTO policy\nCompany provided gear (notebook + softphone) as well as company clothing.\nOur hiring process:\nSubmit your application\nIf we like what we see, we will reach out to schedule a video interview\nAdditional Perks:\nWe’re building a company where success is shared. LeadingIT has committed to distributing $5 million in profit back to our team over the next 10 years -on top of fully paid benefits, unlimited PTO, and a people-first culture. We are building something that changes lives.\nFor a more in depth look at our jobs/benefits/hiring timeline check out www.goleadingit.com/careers\nRequirements\n1-2 years experience","description_format":"text","description_chars":5389,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Unlimited PTO"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Information Technology","Managed IT Services (MSP)"],"lifecycle":[{"event":"open","at":"2026-10-19T17:17:45Z"}],"visa":[],"liveness":{"score":66,"band":"ok","label":"Likely open","p_open":1,"p_active":0.662,"p_room":1,"age_days":7,"expected_fill_days":28,"reasons":["conf:1","stale_co","wave","win:early","comp:junior"],"computed_at":"2026-10-27T05:46:45Z"},"pay":{"stated_usd_annual":60000,"is_top_pay":true},"html_url":"https://alion.io/job/goleadingit-client-success-specialist-2","json_url":"https://alion.io/job/goleadingit-client-success-specialist-2.json","meta":{"generated_at":"2026-10-27T16:02:36Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5220,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-28T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":3130591},"rest":"https://alion.io/mcp/rest/get_company?id=3130591"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fgoleadingit-client-success-specialist-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fgoleadingit-client-success-specialist-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fgoleadingit-client-success-specialist-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/goleadingit-client-success-specialist-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fgoleadingit-client-success-specialist-2"}]}