B2B CRM & Customer Retention Manager
Eastvale, CA - USA
Job Summary
- Maintain accurate and complete B2B customer and contact records in our CRM.
- Organize customers by account type purchase history revenue product preference engagement level reorder cycle and growth potential.
- Create and maintain customer tiers such as new customer repeat customer VIP high-potential at-risk inactive and reactivated.
- Track key information including customer type contact role recent purchases active projects product interests last contact date and next follow-up date.
- Regularly audit customer records remove duplicate data and improve CRM data quality.
- Make sure customer tags and segments remain actionable and up to date.
- Plan and manage the B2B customer communication calendar.
- Build and send targeted email campaigns for new product launches promotions seasonal needs product education and company updates.
- Create automated lifecycle campaigns including:
- New customer onboarding
- First-purchase follow-up
- Product education and installation support
- Reorder and replenishment reminders
- Cross-sell and product recommendation campaigns
- Inactive customer reactivation
- VIP recognition and approved birthday or appreciation gifts
- Customize messaging and product recommendations for different customer segments.
- Test subject lines content offers timing and audience selection to improve results.
- Monitor email deliverability unsubscribes bounces and customer engagement.
- Proactively contact key customers through personalized email phone and other approved communication channels.
- Follow up after a customers first purchase to offer product assistance and identify future needs.
- Maintain regular contact with VIP high-value and high-potential accounts.
- Learn about upcoming customer projects and anticipated lighting requirements.
- Identify customers showing signs of inactivity or churn and develop appropriate re-engagement plans.
- Build relationships that make customers feel recognized supported and connected to our company.
- Coordinate with sales customer service operations and product teams to resolve customer needs and create a consistent customer experience.
- Measure existing-customer revenue repeat purchase rate customer retention reactivation and cross-sell performance.
- Track the progression of customers from first purchase to repeat buyer and VIP status.
- Report on campaign-influenced revenue and customer engagement.
- Identify customer segments with untapped revenue potential.
- Recommend improvements to customer communication offers and follow-up processes.
- Maintain dashboards and provide regular updates to management.
- More first-time customers return for a second purchase.
- Existing customers purchase more frequently and across more product categories.
- VIP and high-potential accounts receive consistent personalized attention.
- Inactive accounts are identified and reactivated.
- Customer information is complete organized and useful.
- Every priority account has a clear relationship status and next follow-up action.
- Email campaigns generate measurable engagement and repeat revenue.
- Customers view Company Name as a trusted reliable lighting partner.
- At least 3 years of experience in B2B CRM customer retention account management lifecycle marketing customer marketing or a related role.
- Demonstrated experience managing and growing relationships with existing B2B customers.
- Hands-on experience with a CRM such as HubSpot Salesforce Zoho or a similar platform.
- Experience creating customer segments and email campaigns using Klaviyo HubSpot Marketing Mailchimp or a comparable platform.
- Strong business writing and customer communication skills.
- Comfortable communicating with customers through both email and phone.
- Ability to analyze customer order and campaign performance data.
- Strong organizational skills and close attention to detail.
- Proactive and comfortable taking ownership of follow-up without waiting for customers to initiate contact.
- Ability to balance personalized relationship-building with scalable marketing automation.
- Experience in lighting electrical products building materials commercial interiors furniture construction wholesale distribution or a related B2B industry.
- Familiarity with Shopify ERP systems order management systems or wholesale ecommerce.
- Experience working with contractors designers architects builders property managers retailers distributors or hospitality customers.
- Strong Excel or Google Sheets skills.
- Experience developing customer loyalty gifting referral or VIP programs.
- Additional language skills relevant to our customer base are a plus.
- Enjoy turning unorganized customer information into a useful and reliable system.
- Think of CRM as a relationship and revenue tool-not simply a contact database.
- Know how to communicate with customers in a helpful and personal way.
- Are commercially minded without making every customer interaction feel like a sales pitch.
- Understand that long-term B2B relationships are built through consistency relevance and trust.
- Are comfortable moving between data analysis campaign execution and personal customer outreach.
- Take pride in remembering what customers buy what projects they are working on and when they may need help again.
Required Experience:
Manager
About Company
TORCHSTAR® lights up homes of all styles. We prioritize customer-first experiences, partnering with small businesses for excellent last-mile service. Our mission is building an accessible platform where people connect and benefit from our lighting innovations. Together we shine, toget ... View more