Client Advocate

Overview

Are you ready for what’s next, now?

We’re looking for a Client Advocate for our office in Alpharetta, GA. The position is fulltime. You’ll join an awesome team to support our growing customer base.

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 experiences a smooth, value-driven renewal process.

• 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.

• 1+ years of experience in customer success, renewals, or finance operations within a SaaS or software company preferred.
• 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.

• 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.

Aptean offers competitive pay and robust benefit plans along with the opportunity to grow your career in a fast‑paced, flexible and casual environment.