Client Success Portfolio Manager (Markham)

Client Success Portfolio Manager (Markham)

10 Aug
|
Socket.dev
|
Markham

10 Aug

Socket.dev

Markham

Job Description: Premier Construction Software is an innovative company seeking a client-focused Portfolio Manager star! The Premier workplace is dynamic and empowering, comprised of motivated self-starters who thrive in a fast-paced environment within a well-established company. We are looking for a passionate, relationship-driven individual to join our growing team and help clients achieve long-term success with Premier. As a Portfolio Manager, you will build meaningful partnerships, guide clients through continued adoption of the product, and identify opportunities for growth and engagement. You will act as a trusted advisor to your clients, collaborating cross-functionally to ensure smooth onboarding, satisfaction, and retention. This is an exciting opportunity to join a forward-thinking company that values innovation, teamwork, and the client experience. Job Responsibilities Develop a solid understanding of Premier’s product, features, and value within the construction industry. Build and maintain long-term client relationships through regular communication, proactive engagement, and a deep understanding of client needs in order to identify, position,



and close upsell and cross-sell opportunities. Act as the primary point of contact for your client portfolio, ensuring clients are supported, heard, and achieving success, while driving commercial outcomes for both the client and Premier. Partner closely with Implementation, Support, Sales, and Product teams to deliver a seamless client experience and timely issue resolution. Monitor client health, usage, and renewal status using ChurnZero and HubSpot, and leverage Gong insights to prepare for and follow up on key customer conversations. Identify and pursue opportunities for client expansion, including license upgrades and feature add-ons, by aligning product value with client business goals and leading the commercial conversation through to close. Track and report on portfolio performance against key KPIs, including expansion targets, retention, adoption (usage), and health scores, and use these insights to drive proactive engagement and risk mitigation. Assist with onboarding and client transition activities to ensure a smooth handoff from implementation to ongoing

📌 Client Success Portfolio Manager (Markham)
🏢 Socket.dev
📍 Markham

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