Client Success Manager

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Logo of Dedicated IT

Dedicated IT

51 - 200 employees

Founded 2002

💼 Consulting

📦 Logistics

🏗️ Construction

Consulting • Logistics • Construction

Dedicated IT is a national managed IT services provider specializing in co-managed IT, cybersecurity, data protection, and cloud hosting. The company focuses on helping businesses operate efficiently without IT disruptions, emphasizing the importance of strategic technology choices tailored to individual industry needs. With a strong commitment to transparency and customer satisfaction, Dedicated IT aims to improve productivity and innovation for its clients, particularly in sectors like healthcare and senior living.

📋 Description

• Serve as the primary relationship owner, coordinator, and client accountability point for a strategically significant account • Manage the full lifecycle of client engagement, from daily operations to long-range planning • Coordinate weekly operational meetings and monthly executive business reviews • Maintain the account risk register and decision log • Document and track account-level action items through completion, escalating delays or obstacles • Keep internal teams aligned on priorities, deliverables, and client commitments • Advocate for the client within Puma across service, finance, procurement, and project teams • Oversee active projects, milestones, timelines, deliverables, status reports, and client communications • Identify and proactively address issues, resource conflicts, and schedule risks • Partner with the Service Delivery Manager on client expectations, service trends, major incidents, recurring issues, and service initiatives • Facilitate communication between clients and internal teams to remove roadblocks and support successful service outcomes • Prepare and deliver accurate quotes and proposals • Coordinate scopes of work and supporting documentation with internal teams • Follow up on open opportunities through close and document updates, expectations, communications, and next steps • Build and maintain a technology roadmap with the vCIO, engineering, and solutions design teams • Identify opportunities to expand clients’ use of Puma services and present recommendations • Coordinate review, budgeting, scoping, and presentation of planned initiatives • Track open initiatives and update timelines, priorities, roadmaps, and budgets

🎯 Requirements

• 3+ years of experience in account management, client success, or IT project management in a managed services or technology environment • Demonstrated ability to manage complex, multi-stakeholder relationships with confidence and professionalism • Strong organizational skills with the ability to manage multiple concurrent workstreams across service, project, and financial domains • Clear and effective written and verbal communication skills • Experience presenting to executive-level audiences • Working knowledge of IT infrastructure, networking, cloud services, or endpoint management concepts • Proficiency with ticketing systems, CRM platforms, and standard productivity tools • Preferred: Experience in a named or dedicated account model within an MSP environment • Preferred: Familiarity with PSA tools such as ConnectWise, Autotask, or similar platforms • Preferred: Experience preparing and presenting quotes, SOWs, and technology roadmaps

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Paid time off (PTO) • 401(k) • Life insurance • Voluntary life insurance • Remote work within the Eastern Time Zone

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