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Teaching Assistant Professor- Social Work
UWOSH University of Wisconsin Oshkosh
Remote, United States
The Social Work program at the University of Wisconsin Oshkosh invites applications for a full- time, academic-year, Teaching Assistant Professor position. This role offers an exciting…
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Advisory Services Consultant, Consultant Development Program - AI/ML Engineering Track - Multiple Locations
UnitedHealth Group
Eden Prairie, MN
- $72,800 to $130,000 USD / year
…people, technology, data and action to improve the delivery, quality and efficiency of health care. Our internship opportunities provide a view of a rapidly evolving, incredibly challenging…
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Designer - Substation
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…preferred. The Designer will work under the direction of a Lead Designer and collaborate closely with engineers and drafting teams to develop and maintain quality drawing packages for both…
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Production Scheduler (Starship)
SpaceX
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The Production Scheduler for SpaceX's Starship program drives efficient production by developing rate-based schedules, identifying part shortages, projecting long-term departmental needs,…
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Personal Banker North Lakewood
B10 Wells Fargo Bank, N. A.
BRADENTON, FL
…closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance…
Added 1 min ago
Personal Banker Colorado Springs South
B10 Wells Fargo Bank, N. A.
COLORADO SPRINGS, CO
…closely with branch teammates to deliver a consistent, high-quality customer experience. Success is driven by strong relationship building, sound judgment, and the ability to balance…
Added 1 min ago
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Director of Finance and Grant Administration
COVENANT HOUSE NEW ORLEANS
New Orleans, LA
- $68,000 to $78,000 USD / year
…functional expense oversight. The Director collaborates closely with program, development, executive, and operational leaders to align financial resources with CHNO's mission and strategic…
Added 1 min ago
Assistant Manager - Pandora Boutique, Spotsylvania Mall
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…excellence since 1946. REEDS is known for its high standards of quality, personalized service, and ethical leadership in the jewelry and luxury retail industry. Learn more about our story…
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Senior Network Developer
Oracle
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- $91,400 to $187,000 USD / year
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Principal Network Developer
Oracle
Seattle, WA · Santa Clara, CA · Reston, VA · Austin, TX · Nashville, TN
- $102,300 to $209,500 USD / year
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Senior Network Developer
Oracle
Seattle, WA · Nashville, TN · Santa Clara, CA · Redwood City, CA · Reston, VA
- $91,400 to $187,000 USD / year
Participate in network lifecycle management through build and upgrade projects. Collaborate with program and project managers to define milestones and deliverables. Execute network changes…
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Senior Network Developer - Network Region Build (NRB)
Oracle
Seattle, WA · Nashville, TN · Santa Clara, CA · Redwood City, CA · Reston, VA
- $91,400 to $187,000 USD / year
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Senior Network Developer – Network Region Build (NRB)
Oracle
Seattle, WA · Nashville, TN · Reston, VA · Redwood City, CA · Santa Clara, CA
- $91,400 to $187,000 USD / year
…new OCI Regions across the globe. As an NRB engineer, you’ll lead network expansion, automation, and deployment initiatives while working alongside engineering, automation, hardware, and…
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Principal Network Developer
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- $102,300 to $209,500 USD / year
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Lead Ultrasound Tech/Full-Time-Days/Upper Valley Medical Center
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Health Program Associate (40 Hour)
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Pharmacy Manager
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Outreach Executive
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SOURCEPASS

Client Success Manager

Melville, NY, United States

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Job details

Experience: 3+ years of experience in client success, account management, customer service, or a client-facing technology support role.
Posting language: English
Posted: Nov 9, 2026

Original job description

Description About Sourcepass Since Sourcepass was founded in 2020, we’ve been transforming how businesses experience IT. As a national managed service provider (MSP), we deliver far more than tech support. We help companies align their technology with their business goals, reduce risk, and unlock new levels of efficiency. Whether it’s a fast-growing startup or an established enterprise, Sourcepass provides the expertise, scalability, and human touch to help our clients thrive in a digital-first world. Sourcepass is owned and operated by technology, security, and managed services experts who are passionate about delivering an IT experience that clients love.

POSITION SUMMARY

The Client Success Manager is responsible for driving long-term client satisfaction, retention, and strategic partnership growth for Sourcepass’s key customer accounts. This role serves as the primary advocate and relationship owner for assigned clients by coordinating service delivery, onboarding initiatives, escalations, and strategic technology discussions, resulting in exceptional client experiences, strong operational alignment, and increased customer loyalty.

RESPONSIBILITIES

Build and maintain trusted relationships with key client stakeholders to ensure a high level of customer satisfaction and long-term partnership success.
Serve as the primary client advocate and strategic point of contact for assigned accounts, coordinating internal resources to address client needs, concerns, and opportunities.
Lead onboarding activities for new clients, including coordination of communication, training, expectations, documentation, and transition management to ensure a seamless client experience.
Drive proactive client engagement initiatives including quarterly business reviews (QBRs), tactical review meetings, satisfaction surveys, and strategic planning discussions.
Manage and coordinate client escalations across multiple internal departments to ensure timely resolution and effective communication throughout the process.
Support account growth and retention by identifying opportunities for additional services, technology improvements, and strategic recommendations aligned to client goals.
Assist clients with vendor relationship coordination, including Microsoft-related services, licensing discussions, and third-party technology providers.
Collaborate with Engineering, Service Delivery, Operations, and Sales teams to develop client solutions, project scopes, and service recommendations.
Support opportunity management activities by coordinating quotes, proposals, renewals, and open opportunities with client stakeholders and internal teams.
Monitor overall client health and proactively identify risks, concerns, or indicators of at-risk accounts for leadership awareness and action.
Maintain accurate account documentation, CRM records, client communications, and reporting related to account activity and engagement.

SUCCESS METRICS / EXPERIENCE?

High levels of customer satisfaction, retention, and engagement across assigned strategic accounts.
Successful onboarding experiences for new clients with clear communication, strong coordination, and smooth operational transitions.
Timely and effective resolution of client concerns, escalations, and service-related issues.
Consistent execution of proactive client engagement activities including QBRs, strategic reviews, and account planning discussions. 5-7 strategic outlined meetings with key customer per month.
Strong collaboration with internal departments resulting in positive client outcomes and operational efficiency.
Identification and progression of account growth opportunities and strategic recommendations.
Accurate and organized maintenance of records, client documentation, and account reporting.
Positive feedback from clients and internal stakeholders regarding professionalism, responsiveness, and relationship management capabilities.

Requirements

MINIMUM QUALIFICATIONS

Bachelor’s degree in Business, Information Technology, Communications, or equivalent professional experience.
3+ years of experience in client success, account management, customer service, or a client-facing technology support role.
Strong relationship management, communication, and customer service skills.
Experience coordinating cross-functional teams and managing multiple client priorities in a fast-paced environment.
Familiarity with Microsoft 365 products and cloud-based collaboration technologies.
Strong organizational, presentation, and written communication abilities.
Ability to analyze client needs, identify solutions, and coordinate appropriate internal resources.
Strong problem-solving skills with the ability to manage escalations and high-priority client concerns professionally.
Proficiency with CRM or PSA platforms, Microsoft Office Suite, and collaboration tools.

PREFERRED QUALIFICATIONS

Nice-to-have skills or experience that would strengthen performance

Experience within Managed Services, IT Services, or technology consulting environments.
Professional certifications such as:
ITIL Foundation
Microsoft 365 Certified: Fundamentals
Microsoft Certified: Azure Fundamentals
Microsoft Certified: Security, Compliance, and Identity Fundamentals
Experience leading client onboarding initiatives or customer transition processes.
Familiarity with Microsoft licensing, cloud solutions, cybersecurity discussions, or managed IT service delivery models.
Experience participating in executive-level client reviews, account planning, or strategic business discussions.
Experience using PSA, CRM, or ticketing platforms such as Halo, ConnectWise, Salesforce, HubSpot, or similar systems.

CORE COMPETENCIES (Applies to All Roles)

Strong communication skills (written and verbal)
Ability to collaborate across teams and functions
Ownership mindset and accountability for outcomes
Strong problem-solving and critical thinking skills
Ability to manage priorities in a fast-paced environment
Adaptability and willingness to learn
Attention to detail and quality

OPERATIONAL REQUIREMENTS

Up to 15–25% travel may be required for client meetings, onsite visits, or company events.
Occasional work outside standard business hours may be required to support client needs or escalations.
Ability to work effectively in hybrid, remote, and client-facing environments.
Prolonged periods of sitting and computer-based work.

•

Sourcepass participates in the E-Verify program. As required by federal law, employees must complete an Employment Eligibility Verification (Form I-9) upon hire. Through the E-Verify program, Sourcepass will verify the identity and employment eligibility of all individuals hired to work in the United States. Sourcepass is also proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for everyone. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other legally protected status. We can’t wait to see what unique perspectives you’ll bring to our team! #ZR

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