Client Success Specialist

Since 2001, PlanITROI has provided global IT Asset Disposition (ITAD) and Asset Recovery services to OEMs, Retailers, Enterprises, Education, and SMB organizations, committed to preserving the highest levels of environmental responsibility and data security while changing lives with their retired computing devices. PlanITROI’s mission is to Close the Digital Divide with Affordable Technology from our clients' retired computing devices. PlanITROI leverages the circular economy to do social good by turning Clients returned, retired, and idle IT devices (PCs, laptops, Chromebooks, smartphones, tablets, etc.) into re-certified, affordable technology solutions sold directly and through the largest retailers in the world.

Client Success Specialist Overview: At PlanITROI, the Client Success Specialist will play a key role in ensuring our largest clients experience exceptional support and lasting value. As the primary point of contact, you will act as the bridge between clients and internal teams, managing the successful execution of client projects and fostering strong, long-term relationships.

Your primary responsibility will be to ensure client deliverables are completed on time and with precision, by collaborating closely with our operations team and other departments. By proactively addressing client needs, meeting guaranteed timelines, and identifying opportunities to enhance their experience, you will consistently aim to exceed expectations.

This position is ideal for a detail-oriented, proactive professional with a passion for client advocacy and a talent for problem-solving in a dynamic, fast-paced environment. If you excel at multitasking, enjoy building relationships with clients, and are inspired by the mission of providing affordable re-certified technology to those who need it most. 

This role is remote on EST only.

Primary Responsibilities:

• Project Coordination: Manage client projects from initiation to completion, ensuring all service-level agreements (SLAs) are met.
• Cross-functional collaboration: Coordinate with internal teams, including logistics, accounting, sales, and operations, to deliver seamless client experiences.
• Growth Opportunities: Identify up-selling or cross-selling opportunities to enhance client relationships and support business growth.
• Proactive Communication: Monitor client satisfaction through regular, engaging communication and resolve concerns promptly.
• Issue Resolution: Address client issues effectively, escalating when necessary, and ensuring resolution aligns with company standards.
• Reporting and Insights: Analyze data and provide clients with actionable insights to optimize their engagement with PlanITROI’s services.

Qualifications & Experience: 

• A bachelor’s degree in business, communications, or a related field is preferred.
• 3+ years of experience in client services, client success, project coordination, or account management.
• 3+ years of experience in computer hardware, SaaS, cybersecurity, or other technology industry.
• Experience in ITAD or reverse logistics desired.
• Familiarity with supply chain management is needed.
• Must have experience in a client-facing role.
• Proficiency in Microsoft Office Suite, Google Suite, and CRM tools.
• Excellent interpersonal and communication skills, both written and verbal.
• Strong organizational and multitasking abilities to manage multiple client projects simultaneously.
• Must have an analytical mindset with the ability to interpret data and deliver actionable insights and recommendations.
• Must thrive in a fast-paced environment.

 PlanITROI Core Values:

• Driven & Confident
• Think Win/Win Always
• Own IT/Solve IT
• Personal Growth leads to Professional Growth
• Innovate & Revolutionize the Future
• Proud to be Part of the PlanITROI Team

Visit our websites for more information:

www.PlanITROI.com, www.BuyRefurbished.com, www.DigitalDreamsProject.com,

www.NextraTech.com

“PlanITROI is an equal opportunity employer. We prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.