Client Success Specialist
Client Success Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
The Client Success Specialist plays a crucial role in driving revenue growth by identifying and engaging potential customers nurturing leads and creating opportunities for the outside sales team. This role will also help support the renewal and add upgrade efforts for the existing client portfolio to support margin expansion and client retention in alignment with Region leadership teams. The ideal candidate has served in a fullsales cycle role is highly organized detailoriented and possesses excellent communication and interpersonal skills.
Key Responsibilities
1. Lead Generation & Management
Identify engage and qualify potential customers through outbound calls emails and digital channels.
Respond to and manage all inbound leads from various sources including website forms phone inquiries email campaigns and referrals.
Accurately capture and log lead information in the CRM system Salesforce
Qualify leads based on predetermined criteria (e.g. budget timeline decisionmaker).
Enrich lead profiles with relevant data from public and internal sources.
Route qualified leads to the appropriate sales representatives based on territory solution type product expertise and availability.
Track lead progression through the sales funnel and provide regular updates to the sales team and management.
Manage pipeline of all renewal retention and remote service opportunities as identified by Sales and Operations Groups.
Accurately capture and log client and account information in the CRM system as assigned by Senior Director.
Complete the full sales cycle of all add/upgrades and any renewal and retention efforts.
Enrich account profiles with relevant data from public and internal sources.
Route larger opportunities to the appropriate Vice President of Sales based on territory solution type product expertise and availability.
Track pipeline and all closed won/lost activity.
2. Sales Excellence
Complete all quotes in sales management or CRM tool
Maintain accurate and uptodate records of sales activities pipeline status and customer interactions in the CRM system.
Utilize data and analytics to optimize outreach strategies and improve conversion rates.
3. Data Analysis & Reporting
Generate reports on opportunity pipeline conversion rates and other key sales metrics such as SEV Margin Attainment and net new opportunities.
4. Communication & Collaboration
Maintain open and effective communication with sales representatives marketing team and other stakeholders.
Build and maintain strong relationships with internal and external contacts.
Effectively communicate with potential customers via phone email text and other channels.
Qualifications & Experience
Education: High school diploma or equivalent required; Associates or Bachelors degree in business administration marketing or a related field preferred.
Experience: 23 years of experience in an inside sale or fullsales cycle role.
Skills:
o Strong organizational and timemanagement skills with the ability to prioritize tasks effectively.
o Excellent communication and interpersonal skills both written and verbal.
o Proficiency in Salesforce and/or similar CRM systems (Zoho HubSpot Dynamics)
o Proficiency with data enrichment tools (ZoomInfo Sales Navigator LinkedIn
o Proficiency in Microsoft Office Suite (Word Excel PowerPoint).
o Strong attention to detail and accuracy.
o Ability to work independently and as part of a team.
o Problemsolving and analytical skills.
o Strong work ethic and a positive attitude.
Requirements
o Ability to work from a professional office environment.
o Role is remote but will require monthly meetings at a company provide workspace.
Benefits
Highly competitive salary
Company training
Medical Dental Vision and Life Insurance
Company Paid Short Term and LongTerm Disability
401K with 60 Match up to 6 of salary
Paid vacation holiday and sick time
Educational Assistance
Exceptional growth opportunities
Wide variety of employee discounts on travel equipment and more!
Required Experience:
Unclear Seniority
Employment Type
Full-Time
