Client Advocate

About the Role

The Client Advocate serves as the primary relationship owner for an assigned portfolio of customers, managing the full renewal and payment lifecycle across all products and services. Acting as a single point of contact from quote to cash, the Client Advocate ensures every renewal is completed on time, every invoice is accurate, and every customer experience a smooth, value-driven renewal process.

Key Responsibilities: 

• Serve as the primary point of contact for assigned customers throughout the renewal lifecycle.
• Conduct renewal conversations with business and financial contacts, ensuring alignment on value and outcomes.
• Prepare renewal contracts and order forms, ensuring accuracy in pricing, uplift, and co-terminations.
• Frame the customer’s value story and address barriers to renewal through proactive, data-informed communication.
• Coordinate with Finance, Legal, and Operations as needed to resolve system or billing issues.
• Oversee invoicing, payment follow-up, and resolution of any open accounts.
• Manage asset accuracy, billing corrections, and record-keeping for renewal and payment history.
• Identify on-premises customers who may benefit from SaaS migration and partner with Account Managers on that motion.
• Consult Salesforce, support case history, payment history, and customer temperament before initiating any renewal.
• Use AI assistants and digital tools to automate administrative tasks, identify risk signals, and deliver insights that improve customer experience.
• Collect CSAT/CES feedback post-renewal and act on insights to improve process ease and quality.

About you

Requirements:

• 2+ years of experience in customer success, renewals, or finance operations, preferably within a SaaS or software company.
• Strong communication and negotiation skills; ability to manage business and finance-level conversations.
• Interest in working alongside AI and automation to drive efficiency and scalability.
• High attention to detail, accountability for results, and comfort with process ownership

To be ahead of the pack you may have:

• Working knowledge of Salesforce or similar CRM.
• Experience with contract management and billing systems.
• Understanding of both on-premises maintenance and SaaS subscription models, including the nuances of messaging and negotiation.

What’s in it for you?

Aptean offers competitive pay and robust benefit plans along with the opportunity to grow your career in a fast-paced, flexible and casual environment, an outstanding opportunity for career development and growth.  

About Aptean
At Aptean, our mission is to solve tomorrow’s unique challenges today with unrivaled, purpose-built software and superior customer experiences from people who care. Aptean is a global provider of mission-critical, industry-specific software solutions. Aptean’ s purpose-built ERP and supply chain management solutions help address the unique challenges facing process and discrete manufacturers, distributors and other focused organizations. Aptean’ s compliance solutions are built for companies serving specific markets such as finance, healthcare, biotech and pharmaceuticals, over 10,000 highly specialized organizations in more than 20 industries and 80 countries rely on 
Aptean to streamline their everyday operations. 

“At Aptean, our global and diverse employee base is our greatest asset. It is through embracing and understanding our differences that we are able to harness our individual power to maximize the success of our customers, our employees and our company.” – TVN Reddy

Aptean pledges to promote a company culture where diversity, equity and inclusion are central. We are committed to applying this principle as we interact with our customers, build our teams, cultivate our leaders and shape a company in which any employee can succeed, regardless of race, color, sex, national origin, sexuality and gender identity, religion, disability or age. Celebrating our diverse experiences, opinions and beliefs allows us to embrace what makes us unique and to use this as an asset in bringing  innovative solutions to our customer base.