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If you’ve Googled “Client Partner job description,” you’ve probably found dozens of articles that all look the same: long lists of bullet points, generic responsibilities, and vague requirements that could apply to almost any sales or account role.
Here’s the problem: those posts don’t actually help you attract great candidates. They read more like legal checklists than invitations to join a company.
But here’s the truth: top-performing Client Partners aren’t scanning job boards looking for dry, corporate-sounding job ads. They want to know the impact they’ll make, the clients they’ll serve, and the kind of company they’re partnering with.
That’s why writing a strong job description isn’t just a formality—it’s your first and most important recruiting tool. A well-crafted Client Partner job description can help you:
- Stand out in a competitive market.
- Inspire top talent to apply.
- Communicate your company’s mission and values clearly.
Before we dive into specific templates, I recommend checking out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/ , which explains why generic posts fail and how to build descriptions that actually connect with people.
Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.
What A Client Partner Actually Does - Their Roles
A Client Partner is more than just an account manager or salesperson. They act as the bridge between your company and your most important clients—making sure relationships stay strong, business goals are aligned, and opportunities for growth are never missed.
In plain terms: a Client Partner is the trusted advisor who ensures your clients get maximum value from your services while also identifying ways to expand the partnership.
They’re responsible for:
- Managing key accounts and building long-term relationships.
- Understanding the client’s needs, challenges, and goals.
- Coordinating with internal teams (sales, product, customer success) to deliver on promises.
- Driving revenue growth through upsells, renewals, and strategic opportunities.
And here’s the key: the role isn’t just about numbers. A great Client Partner combines business acumen with empathy and communication skills. They can talk metrics with a CFO in the morning and resolve a customer’s urgent problem in the afternoon—all while keeping the client relationship healthy and forward-looking.
That’s why when hiring for this role, you’re not just looking for someone with sales experience—you’re looking for someone who can be both a strategist and a relationship builder.
Two Great Client Partner Job Description Templates
✅ Template 1: Job Description For Experienced Client Partner
Job Title: Client Partner — Enterprise Accounts (AI Data Platform)
Company: HelioStack
Location: Hybrid (San Francisco, CA)
Type: Full-Time
Salary Range: $115,000–$140,000 base + uncapped performance bonus + equity
🎥 A quick word from our VP of Customer Success: [Watch 90-second intro]
Who We Are
HelioStack is an AI-native analytics platform that helps B2B SaaS companies turn product, GTM, and revenue data into action. Founded in 2019, we serve 900+ mid-market and enterprise teams across North America and Europe. RevOps and Product leaders use HelioStack to unify data, uncover growth opportunities, and improve LTV—without adding headcount. We’re a Series B company with a high-trust, low-ego culture where outcomes > activity and customers are true partners.
What You’ll Do
- Own and grow a portfolio of enterprise customers (ARR $1M+).
- Build multi-threaded relationships from VP to C-suite; run QBRs and executive business reviews.
- Create account plans, forecast renewals, and lead expansion motions (cross-sell/upsell).
- Orchestrate internal teams (Solutions, Product, Data Success) to deliver measurable value.
- Translate business goals into HelioStack use cases; track impact and ROI.
- Surface product feedback and influence roadmap with real customer signals.
What We’re Looking For
- 5–8+ years in enterprise account management/consulting for B2B SaaS.
- Proven track record of renewals, expansions, and executive stakeholder management.
- Comfortable discussing data strategy, integrations, and analytics outcomes.
- Excellent communication, negotiation, and storytelling skills.
- Nice to have: experience with Snowflake, dbt, or modern data stack tools.
- Bachelor’s degree preferred (or equivalent experience).
Perks & Benefits
- Competitive base + uncapped bonus + equity.
- Health, dental, vision (100% employee, 70% dependents).
- 401(k) with 4% match.
- 20 PTO days + 5 wellness days + paid holidays.
- $1,500 annual learning stipend + conference budget.
- Hybrid flexibility, monthly commuter stipend, WFH setup allowance.
- 16 weeks paid parental leave.
Why This Role Is a Great Fit
- You’ll own strategic relationships with recognizable brands and see your work impact revenue and roadmap.
- High executive exposure, cross-functional collaboration, and room to grow into Senior CP or Director.
- A culture that values autonomy, craft, and delivering business outcomes (not busywork).
How to Apply
We run a respectful, transparent process and evaluate skills with WorkScreen.io so your capabilities—not just your résumé—shine.
Apply here: [Insert WorkScreen link]
✅ Template 2: Job Description For Entry-Level / Willing-to-Train Client Partner
Job Title: Junior Client Partner — SMB Accounts (EdTech SaaS)
Company: NexaLearn
Location: Remote (US & EU time zones)
Type: Full-Time
Salary Range: $55,000–$70,000 base + performance bonus
🎥 A quick word from our Head of Partnerships: [Watch 60-second intro]
Who We Are
NexaLearn helps universities, bootcamps, and professional academies deliver engaging cohort-based courses with integrated assessments and analytics. Since launching in 2021, over 400 institutions have used NexaLearn to modernize their programs and improve learner outcomes. We’re a mission-driven, product-led team that believes in “teach, don’t tell”—internally and with customers. Expect coaching, clear goals, and lots of growth.
What You’ll Do
- Support senior Client Partners on a book of 20–40 SMB accounts.
- Join customer calls, capture notes, and follow up with action items.
- Build success plans, dashboards, and simple QBR decks.
- Learn to identify renewal risks and expansion opportunities.
- Gradually take ownership of accounts as you ramp.
What We’re Looking For
- 0–2 years in customer-facing roles (sales, support, success, hospitality welcome).
- Strong written and verbal communication; confident on video calls.
- Curious, proactive, organized; comfortable learning new tools.
- Nice to have: HubSpot/Salesforce basics; familiarity with Looker/Tableau.
- Passion for education and helping customers succeed.
Perks & Benefits
- Competitive base + bonus.
- Health, dental, vision (US) or private plan subsidy (EU).
- 18 PTO days + 8 company holidays + 3 recharge days.
- $1,000 annual learning budget + internal mentorship program.
- Home office stipend + monthly internet reimbursement.
- Flexible hours within your time zone.
Why This Role Is a Great Fit
- Structured training and mentorship with a clear path to Client Partner within 12–18 months.
- Hands-on exposure to playbooks, renewals, and light expansion motions.
- A supportive, feedback-rich culture where you can ship work that matters early.
How to Apply
We evaluate potential with WorkScreen.io so dedicated, high-effort applicants don’t get overlooked.
Apply here: [Insert WorkScreen link]
WorkScreen simplifies the hiring process, helping you quickly identify top talent while eliminating low-quality applications. By saving you countless hours and reducing the risk of bad hires, it empowers you to build a team that delivers results
Breakdown of Why These Client Partner Job Posts Work
✅ Why the Experienced Client Partner Post Works (HelioStack example)
- Specific Job Title: Instead of just “Client Partner,” the title specifies “Enterprise Accounts (AI Data Platform).” This signals the seniority, scope, and domain expertise needed.
- Video From Leadership: A short video from the VP of Customer Success makes the post personal and builds trust—candidates see a real face behind the brand.
- Compelling Company Overview: Instead of generic fluff, the About Us section highlights HelioStack’s mission, market impact, and growth stage (Series B). Candidates know what the company does and why it matters.
- Responsibilities With Purpose: Tasks are framed around client impact and business outcomes (e.g., “translate business goals into use cases”), not just duties.
- Clear Skills & Nice-to-Haves: Essential skills are listed up front, with optional extras like experience with dbt or Snowflake—showing flexibility.
- Transparency in Salary & Benefits: Posting compensation, equity, PTO, and perks builds trust and filters serious applicants.
- Why This Role Is a Great Fit: By explaining growth opportunities and culture, the job post sells the opportunity—not just lists requirements.
- Candidate-Centered Application: Using WorkScreen signals fairness and modern evaluation, which resonates with top talent.
✅ Why the Entry-Level Client Partner Post Works (NexaLearn example)
- Purpose-Driven Title: “Junior Client Partner — SMB Accounts (EdTech SaaS)” immediately tells candidates the level, focus, and industry.
- Video From Partnerships Leader: Humanizes the company, especially important for remote-first roles where culture can feel abstract.
- Mission-Focused Company Story: NexaLearn’s About Us isn’t just history—it connects the role to education outcomes, appealing to purpose-driven candidates.
- Growth-Friendly Responsibilities: Tasks are framed as learning opportunities (e.g., “gradually take ownership”), reducing intimidation for less experienced applicants.
- Inclusive Requirements: The “0–2 years experience” note plus hospitality/support backgrounds being welcomed makes the post encouraging, not exclusive.
- Separated Perks & Benefits: Practical benefits (insurance, PTO, learning budget) are distinct from motivational “why this role is a fit” points, giving clarity.
- Career Path Highlighted: Explicit growth from Junior CP → CP within 12–18 months makes it attractive to ambitious candidates.
- Fair Application Process: Reinforces respect by explaining WorkScreen will ensure effort and skills—not just résumés—get noticed.
Example of a Bad Client Partner Job Description (And Why It Fails)
❌ Bad Job Post Example
Job Title: Client Partner
Company: Global DataCorp
Location: Full-Time | Chicago, IL
Job Summary
We are seeking a Client Partner to oversee client accounts, maintain relationships, and ensure delivery of services. The ideal candidate will be responsible for coordinating with internal teams and supporting account growth.
Responsibilities
- Manage client accounts.
- Provide reports and updates to leadership.
- Maintain positive client relationships.
- Support sales and renewal activities.
Requirements
- Bachelor’s degree in Business, Marketing, or related field.
- 5+ years of experience in account management.
- Strong communication and interpersonal skills.
- Ability to work independently.
Compensation
Competitive salary, commensurate with experience.
How to Apply
Please send your CV and cover letter to careers@globaldatacorp.com. Only shortlisted candidates will be contacted.
❌ Why This Job Post Falls Short
- Generic Title: Just “Client Partner” with no context (industry, level, or scope). It doesn’t differentiate the role or attract the right candidates.
- Cold, Bland Introduction: The Job Summary says nothing about mission, culture, or why the role matters. It feels like a formality.
- Vague Responsibilities: Duties are so broad (“manage client accounts”) they could describe a dozen different jobs. There’s no clarity or impact.
- No Culture or Values: Nothing about what it’s like to work at the company or what the team stands for. Candidates can’t picture themselves here.
- Missing Transparency: “Competitive salary” without specifics immediately raises red flags for top talent. Serious applicants expect clarity.
- Dismissive Application Process: “Only shortlisted candidates will be contacted” makes the hiring process feel disrespectful and transactional.
- Zero Personality in CTA: The “send your CV” ending is cold, uninspiring, and unlikely to engage high-quality candidates.
Bonus Tips to Make Your Job Description Stand Out
Even with a strong job description, a few extra touches can take your post from good to unforgettable. These details show respect for candidates, build trust, and make your role stand out in a sea of generic listings.
🔐 1. Add a Security & Privacy Notice
Job seekers are wary of scams. Including a clear statement builds credibility:
“We take applicant privacy seriously. We will never ask for payment, financial details, or sensitive personal information during any stage of the hiring process.”
This simple line instantly reassures candidates.
🌴 2. Mention Leave Days or Flex Time
Great candidates care about balance. Don’t just list “PTO”—be specific. Example:
“Enjoy up to 20 PTO days per year, plus 3 flex days to recharge when you need them most.”
It signals your company values wellbeing, not just output.
📚 3. Highlight Training & Growth Opportunities
Top talent wants to grow, not stagnate. Instead of vague promises, get specific:
“We invest in our team with a $1,500 annual learning budget and regular mentorship sessions to support your professional growth.”
This shows you’re serious about career development.
🎥 4. Add a Video From the Hiring Manager or Team
A quick Loom or YouTube video (even 60–90 seconds) from the hiring manager, team lead, or CEO adds personality. Candidates want to see who they’ll be working with, not just read text.
Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4
🧩 5. Showcase Employee Voices
If you can, link to real testimonials or reviews (e.g., Glassdoor, LinkedIn posts, employee spotlights). Hearing what it’s like from actual employees makes your company more trustworthy and human.
Together, these extras turn your job description into a compelling invitation—not just another listing.
Should You Use AI to Write a Client Partner Job Description?
Lately, it feels like every hiring team is experimenting with AI to generate job descriptions. Even big ATS platforms now offer “one-click JD generators.” But here’s the problem: relying on AI blindly almost always leads to generic, lifeless posts that don’t attract the candidates you actually want.
❌ Why You Shouldn’t Rely on AI Alone
- You’ll get cookie-cutter text that looks like every other listing.
- It attracts the wrong applicants — people mass-applying, not high-caliber professionals.
- It dilutes your brand. Your job post is often the first impression candidates get of your company. If it feels robotic, so will your culture.
✅ The Smarter Way to Use AI
AI can be powerful when you treat it as a partner, not a substitute. The key is to feed it the right raw ingredients.
When prompting AI, include:
- Your company mission & values (so the tone feels authentic).
- What makes this role unique (team structure, client impact, career growth).
- The type of candidate you want (skills, personality traits, motivators).
- Compensation, perks, and hiring process (so the post feels real, not vague).
Here’s an example of a strong prompt you could use:
“Help me write a job post for a Client Partner at [Company Name]. We’re hiring someone to manage [enterprise/SMB] clients and drive growth through renewals and upsells. Our culture is [describe your values]. The ideal hire is [relationship-builder, data-savvy, proactive]. We offer [salary range + benefits] and here’s our hiring process [insert steps]. Here are a few notes I’ve written to get you started: [paste your notes]. Please write this in a warm, human tone.”
By shaping the AI’s output with your own details, you get a polished draft that still feels like your company’s voice.
⚡ Bottom Line
AI is a tool for speed and polish—not a replacement for human judgment. If you start with your authentic story and values, AI can help refine the structure, tone, and flow. But if you skip the input and just hit “generate,” you’ll end up with another forgettable post lost in the noise.
Don’t let bad hires slow you down. WorkScreen helps you identify the right people—fast, easy, and stress-free.
Copy-Paste Job Description Templates for Quick Use
✅ Option 1: Conversational Job Description (Culture-First Style)
Job Title: Client Partner — Shape Strategic Growth at [Company Name]
💼 Location: Remote (HQ: [City, State])
🕒 Type: [Full-Time/Part-Time]
💰 Salary Range: [${X},000 – ${Y},000]/year + [Bonus/Commission]
🎥 A quick word from [Hiring Manager/VP of Customer Success]: [Watch 60–90 sec intro link]
About Us
[Company Name] helps [your ideal customers] achieve [core mission/outcome] through [your product/service]. We’re a [stage: bootstrapped/Series A/etc.] team that values [values: ownership, candor, craft, etc.], and we believe great partnerships are built on outcomes, not activity.
The Role
We’re hiring a Client Partner to own relationships with [SMB/Mid-Market/Enterprise] customers, drive renewals and expansions, and act as a trusted advisor who connects client goals to measurable results.
What You’ll Do
- Build multi-threaded relationships (manager to C-suite) and lead [QBRs/EBRs].
- Create account plans, forecast renewals, and identify expansion opportunities.
- Partner with [Sales/Product/Success/Solutions] to deliver value at every touchpoint.
- Translate client goals into [use cases/roadmaps] and track ROI/KPIs.
- Surface product feedback and champion the client’s voice internally.
What We’re Looking For
- [3–7]+ years in client-facing roles ([Account Management/CS/Consulting]).
- Track record of renewals, expansions, and senior stakeholder management.
- Excellent communication, negotiation, and storytelling skills.
- Nice to have: [industry/domain tools—e.g., CRM, BI, data stack, etc.].
Perks & Benefits
- Competitive base + [bonus/commission]; [equity optional].
- Health, dental, vision ([coverage specifics]).
- [PTO count] PTO + [X] wellness/flex days + paid holidays.
- [$X,XXX] annual learning stipend + [conference/training] budget.
- [Remote/hybrid] flexibility + [WFH/commuter] stipend.
- [Parental leave policy].
Why This Role Is a Great Fit
- You’ll own strategic, high-visibility accounts and see your work directly impact revenue, product direction, and customer outcomes.
- Clear growth paths (Client Partner → Senior CP → [Manager/Director]), high autonomy, and a team that values outcomes over busywork.
How to Apply
Apply via WorkScreen.io so your skills—not just your résumé—shine.
[Insert WorkScreen link]
✅ Option 2: Structured “Job Brief + Responsibilities + Requirements”
Job Title: Client Partner — Drive Client Outcomes at [Company Name]
💼 Location: Remote (HQ: [City, State])
🕒 Type: [Full-Time/Part-Time]
💰 Salary Range: [${X},000 – ${Y},000]/year + [Bonus/Commission]
Job Brief
As a Client Partner, you’ll manage a portfolio of [SMB/Mid-Market/Enterprise] clients, ensuring satisfaction, retention, and growth. You’ll be the primary point of contact, coordinate with internal teams, and identify opportunities to expand the partnership.
Key Responsibilities
- Develop account strategies to drive renewals and upsells.
- Lead [check-ins/QBRs], track KPIs, and present actionable insights.
- Coordinate cross-functionally with [Sales/Product/Success/Support].
- Maintain accurate [CRM/forecasting] and risk/expansion visibility.
Requirements
- [3–5] years in [Account Management/Customer Success/Consulting].
- Strong communication, organization, and stakeholder management skills.
- Comfortable analyzing data and presenting recommendations.
- [Bachelor’s degree or equivalent experience].
Perks & Benefits
- Base + [bonus/commission]; [equity optional].
- Comprehensive [health/dental/vision] coverage.
- [PTO count] PTO + [company holidays/recharge days].
- Annual [learning/education] budget and mentorship opportunities.
- [Remote/hybrid] flexibility + [home office/internet] stipend.
How to Apply
Submit your application via WorkScreen.io. We review every application fairly and keep you updated throughout.
[Insert WorkScreen link]
Let WorkScreen Handle the Next Step of Hiring
🚀 Take Your Hiring Beyond the Job Post
A strong job description is only the beginning. Once candidates apply, the real challenge begins: how do you separate the standouts from the copy-paste applicants?
That’s where WorkScreen.io comes in.
With WorkScreen, you can:
- Quickly identify your most promising candidates.
WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.
- Easily run one-click skill tests.
With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.
- Eliminate low-effort applicants.
WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.
👉 The result? A faster, smarter, and fairer hiring process that helps you build stronger teams—without drowning in unqualified applications.
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FAQ
While both roles focus on managing customer relationships, an Account Manager typically oversees the day-to-day execution—making sure deliverables are met and issues are resolved. A Client Partner, on the other hand, plays a more strategic role. They focus on long-term growth, executive-level relationships, and aligning the client’s business goals with the company’s broader solutions. In short: Account Managers manage, while Client Partners advise and expand.
A successful Client Partner blends relationship-building with strategic thinking. Key skills include:
- Executive communication and negotiation
- Business acumen (understanding client industries and metrics)
- Analytical skills for identifying growth opportunities
- Stakeholder management across multiple levels
- Adaptability and problem-solving in complex situations
This mix makes them both trusted advisors and revenue drivers.
In the United States, the average salary for a Client Partner typically ranges from $90,000 to $130,000 per year, with total compensation (including performance bonuses or commission) often exceeding $150,000–$180,000 for senior or enterprise-level roles. Salaries vary by industry, region, and company size, but the role is generally considered a high-paying client-facing position due to its strategic importance.
Partially. While Client Partners are expected to identify upsell and renewal opportunities, their role is not purely transactional sales. They act as trusted advisors—balancing client advocacy with business growth. Their success is often measured in both client satisfaction and account expansion.
A Customer Success Manager (CSM) typically ensures clients adopt the product successfully and achieve desired outcomes. A Client Partner operates at a more strategic, commercial level—building executive relationships, driving revenue, and aligning long-term partnership strategy. In many companies, CSMs and Client Partners work side by side.
