About this role
Remote client success role focused on channel accounts, onboarding channel clients, and driving campaign execution and opportunities across partners and internal teams.
Key Responsibilities
- Manage day-to-day communication for channel-supported client accounts
- Serve as a trusted partner to channel marketers
- Support onboarding for channel clients
- Set up, monitor, and optimize client programs in Salesforce
- Collaborate across internal teams to refine processes
Technical Overview
CRM-driven client success with Salesforce; data analysis in Google Sheets/Excel; collaboration across Slack/Zoom for remote coordination.
Ideal Candidate
The ideal candidate is an entry-level client success professional with 1–2 years of experience within the IT channel, proficient in Salesforce and Google Sheets/Excel, and capable of onboarding channel clients and driving cross-sell and upsell opportunities.
Must-Have Skills
1–2 years of experience in salesclient successaccount managementor a related role supporting or working within the IT Channel spaceFamiliar with the channel ecosystemincluding vendorsdistributorsMSPsVARsor reseller relationshipsA strong proficiency in Google Sheets or Excelwith the ability to manage databuild reportsand check for accuracySalesforce (or similar CRMs)Onboarding for channel clientsAbility to identify cross-sell and upsell opportunitiesLead onboarding and present Campaign ReviewsCollaborate across internal teams to refine processesTake ownership of account health and risks
Nice-to-Have Skills
Experience with Salesforce (or similar CRMs)B2B Demand Generation campaignsKnowledge of DEI initiativesCampaign performance data analysis
Tools & Platforms
SalesforceGoogle SheetsMicrosoft ExcelSlackZoom
Required Skills
1–2 years of experience in salesclient successaccount managementor a related role supporting or working within the IT Channel spaceFamiliar with the channel ecosystemincluding vendorsdistributorsMSPsVARsor reseller relationshipsProficient in Google Sheets or ExcelSalesforce (or similar CRMs)Onboarding for channel clientsAbility to identify cross-sell and upsell opportunitiesLead onboarding and present Campaign ReviewsCollaborate across internal teams to refine processesOwn account health and risks
Hard Skills
SalesforceGoogle SheetsExcelCRMOnboardingCampaign managementCampaign performance analysisData analysisStakeholder managementSlackZoomEmail communicationAccount managementVendor managementMPs / VARs / Resellers
Soft Skills
Strong communicatorAttention to detailOrganizational skillsProactive problem-solvingTime managementAdaptabilityCross-functional collaboration
Certifications
Preferred
Salesforce Administrator
Keywords for Your Resume
client success coordinatorchannelremotesalesforceonboardingcampaign managementcampaign reviewsupsellcross-sellaccount managementdata analysisgoogle sheetsexcelslackzoomemailstakeholder managementvendor managementmspvarresellerclient success
Deal Breakers
Lack of 1–2 years of channel experience, Lack of Salesforce or CRM experience, Inability to work in a remote, fast-paced environment
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