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Client Success Advocate
3 weeks ago
Job Description - Client Success Advocate
Intega IT is a boutique IT Security and Support Company. We pride ourselves in the service and delivery that we have consistently brought to our partners in the Ottawa community over the past 20 years.
As a Client Success Advocate in our Business Services team, you will serve as our client’s strategic advisor, understanding each client’s specific goals and monitoring the delivery of our services and projects to ensure we are tracking toward goal achievement. You will be accountable for ensuring client success (growth, satisfaction, and retention) within your assigned client portfolio, managing the planning, scheduling and deployment of approved client projects. Excellent customer service and communication skills are a key requirement. You love a challenge and thrive under pressure.
**The Day-to-Day**
- Take Active Ownership and Daily Management of all Intega Client Onboarding Activities
- Client Welcome and Training
- Project Facilitation
- Service Review Meetings (SRM) Celebration
- Maintain a deep understanding of all Intega products and services, how we deliver them and the value they provide to the client
- Conduct scheduled client meetings and drive Service Review and Project Meetings
- Develop strong relationships with appropriate client, key decision makers, and influencers
- Identify opportunities to grow client portfolio/book of business with Intega
- Pose & Position additional products and services which may be beneficial to the client to drive new revenue
- Enthusiastically ask for case studies/positive reviews from clients and ask for referrals for prospects to become new clients
- Monitor and facilitate the client’s adoption of product solution features and functionality
- Conduct client training webinars as needed, to drive increased education and utility of Intega Solutions
- Provide monthly results of client satisfaction surveys from support to Department Manager
- Alert and work constructively with internal Department Managers, when clients are not satisfied
- Identify and lead process improvement working with other functional leaders to resolve issues
- Follow up on CSAT Responses
- Each client should be touched at least once (1x) per month
- Provide Intega product management and technology staff with an understanding of the client’s overall business needs as they relate to the product roadmap
- Identify local community events Intega should participate in based on our client verticals and organizations our clients actively participate in
- Facilitate Client Appreciation BBQ’s/Events
- Lead Logistics, Planning and Execution for all Intega Facility usage by your assigned clients
- You will create and maintain time and budget plans for each project, ensuring that targets and goals are delivered accurately, on-time and in-budget.
- Assign internal resources to projects and ensure that everyone is aware of the plan, timescales and responsibilities.
- Produce weekly project status reports.
- Ensure that all project stakeholders receive clear and regular communications. When issues occur, you will be the centre point of communication to ensure that the project plan is adjusted if necessary and brought back on-track.
- Documentation is key to ensure that everyone can see project plans, recorded time and actions taken, so that post-project reviews give an accurate picture of the success of the project.
- You will be exposed to a wide range of problems and what you don't know, we will help you to learn.
- Schedule and lead stakeholder meetings
- Respond to phone calls and new incoming requests
- Your experience, willingness to learn, adapt and grow shines through in your communication both internally with our team and externally with our clients.
- You are constantly striving to improve and have a passion for technology and assisting others.
**What you bring**
- A minimum of a college diploma in IT or equivalent work experience
- Working knowledge of project management
- Standout organizational and communication skills for both the clients and the project team, to ensure all stakeholders are aware of plans and on-time delivery of projects
- Attention to detail
- Recognition of the importance to document everything and share that information with others
- Exceptional time management and organizational skills
- A positive “can do” attitude with an ability to creatively arrive at a solution
- An ability to put on your superhero cape and multi-task like a master
**Would be awesome if you had**
- A passion for technology and an ability to match issues and solutions
An understanding of support tools, techniques, and how technology is used to provide IT services
**Salary**: $40,000.00-$55,000.00 per year
**Benefits**:
- Casual dress
- Company events
- Dental care
- Disability insurance
- Discounted or free food
- Extended health care
- Flextime
- Life insurance
- On-site parking
- Paid time off
- RRSP match
- Vision care
- Wellness program
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