Client Success Specialist

LeadingIT

. Process hardware and software procurement requests .

Posted 10/19/2026full-timeWoodstock • Illinois • United StatesJunior💰 $52,000 - $60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in procurement processes, including hardware and software management, vendor relations, and lifecycle planning. Proficient in utilizing tools like ConnectWise Manage and CPQ for effective client communication and project coordination.

Highest-signal resume keywords

Procurement ManagementVendor ManagementConnectWise ManageLifecycle PlanningProactive Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Procurement ProcessesQuotations ManagementContract Renewal PlanningLicensing OptimizationAsset Record Maintenance

Soft Skills

OrganizationAccountabilityClient CommunicationFollow-UpCollaboration

Tools & Technologies

ConnectWise ManageCPQMicrosoftPax8

Industry Keywords

Hardware ProcurementSoftware ProcurementRenewals ManagementLifecycle ReplacementProject Coordination

About the role

Key responsibilities & impact

Process hardware and software procurement requests
Create and manage client quotations
Track quote approvals and procurement opportunities
Coordinate ordering, receiving, and deployment logistics
Communicate shipping timelines and project dependencies
Track hardware warranties and lifecycle replacement opportunities
Assist with vendor management and procurement escalations
Maintain procurement documentation and asset records
Coordinate with projects and service teams to ensure equipment readiness
Monitor Microsoft, Pax8, and vendor renewals
Review licensing usage and utilization
Identify licensing optimization opportunities
Assist with contract, subscription, and warranty renewal planning
Communicate upcoming renewals and cost changes to clients
Support licensing and lifecycle planning budget conversations
Follow up with clients on recommendations and open items
Provide updates regarding orders and renewals
Escalate concerns affecting client satisfaction or retention
Maintain ConnectWise opportunities and procurement records
Follow up on open project and procurement items
Facilitate communication between departments to eliminate delays
Coordinate action items from TBRs and client meetings
Ensure recommendations move from planning to execution

Requirements

What you’ll need

1-2 years experience required
Experience with ConnectWise Manage is a plus
Experience with CPQ (formally named QuosalSell) is a plus
Ability to manage multiple clients, procurement requests, renewals, and follow-up activities with organization and accountability
Understanding of procurement, renewals, lifecycle planning, and proactive communication

Benefits

Comp & perks

Ascension plan if applicable
100% company paid health, dental, life, and vision benefits – value of $4,500 to $14,000/year
5% company match on contributions to Guideline 401k
Open Door PTO policy
Company provided gear (notebook + softphone)
Company clothing
Unlimited PTO
Profit-sharing commitment: $5 million distributed back to the team over the next 10 years