SMB Client Engagement Specialist
New
J
JobgetherBusiness Services
Based in United States, Monday through Friday, approximately 8:00 a.m. to 5:00 p.m. ESTFull-TimeMiddle
Salary55,000 - 70,000 USD per year
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Job Details
- Required Skills
- Data AnalysisMicrosoft Power BISalesforceCustomer SuccessAccount Management
Requirements
- High school diploma or GED required; bachelor’s degree preferred.
- Experience managing or supporting a portfolio of SMB clients in client success, account management, or sales support.
- Strong relationship-management and consultative communication skills.
- Demonstrated ability to identify client needs, adoption opportunities, cross-sell/upsell potential, and retention risks.
- Experience using CRM platforms, particularly Salesforce, to manage client info, campaigns, and workflows.
- Strong analytical capabilities and experience interpreting utilization, revenue, or performance data.
- Experience with Power BI or similar reporting and data visualization tools is advantageous.
- Ability to create targeted communication campaigns and manage campaign calendars.
- Strong cross-functional collaboration skills.
- Excellent written and verbal communication skills.
- Ability to work Monday through Friday, 8:00 a.m. to 5:00 p.m. EST.
- Comfortable working in a remote environment with high independence.
Responsibilities
- Manage strategic engagement initiatives across a large SMB client portfolio to improve satisfaction, retention, adoption, and revenue growth.
- Serve as a primary virtual relationship manager through proactive, consultative communication and structured client touchpoints.
- Develop and execute scalable engagement campaigns using Salesforce, CRM automation, webinars, compliance updates, educational content, and product communications.
- Identify cross-sell, upsell, and product adoption opportunities and convert insights into measurable growth.
- Analyze client utilization, adoption, revenue, engagement, NPS, CSAT, and service performance data to identify trends and risks.
- Build and maintain campaign calendars aligned with business priorities.
- Create standardized communication templates and automated Salesforce workflows to improve efficiency.
- Respond to client inquiries and resolve issues by connecting with internal resources.
- Enhance digital self-service resources, including support portals, knowledge articles, and chatbots.
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