Client Success Partner

New
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
2 years work experience as an Account Manager or in a Customer Service Role; 2 years of outside sales experience is preferred
Required Skills
Analytical SkillsMicrosoft ExcelCustomer serviceAccount ManagementCRMGoogle Workspace

Requirements

  • 2 years work experience as an Account Manager or in a Customer Service Role.
  • 2 years of outside sales experience is preferred.
  • Associate’s Degree required, Bachelor’s degree preferred.
  • College level mathematics and algebra skills preferred.
  • Strong analytical and problem solving skills.
  • Experience with Customer Relationship Management (CRM) software.
  • Proficiency with Email, Microsoft Suite, Google Workplace, Zoom, Excel, and Calendar.
  • Ability to work productively in a remote office setting with minimal oversight.
  • Ability to multitask and maintain sharp attention to detail in a fast-paced environment.
  • Ability to attend trade shows, conventions and conferences (15-25% travel).
  • Availability for occasional communication via phone, email, or text on weekends and evenings.
  • Must have access to speedy, reliable home internet.

Responsibilities

  • Own and drive the Customer Experience process to preserve and enhance customer contracts, relationships, and experience.
  • Actively engage with key customer decision-makers to identify needs and resolve roadblocks.
  • Coordinate with Sales, Operations, HR and Finance to solve customer concerns.
  • Maintain and report an accurate forecast of renewals within the assigned territory.
  • Negotiate and execute renewal contracts that align with customer needs and financial requirements.
  • Identify upsell opportunities to maximize customer growth.
  • Analyze agreements and calculate new billing rates for changes in service.
  • Retain and renew annual client contracts while meeting retention goals.
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