Associate Client Success Director

Wiland; Colorado; Remote; USD 59,000 - 70,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) with company match

Paid Parental Leave

Flexible Time Off

Company Holidays

Job summary

Wiland is seeking an Associate Client Success Director to serve as the primary client contact, ensuring satisfaction and retention while meeting revenue goals. This role requires building client development plans and regular communications to understand business goals and metrics.

The ACSD will present recommendations, manage the maturity cycle, and forecast progress toward targets. Remote work is allowed with residency in specified states; travel is minimal.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2+ years in direct marketing preferred.
• 2+ years list circulation or client service preferred.
• 2+ years experience with Microsoft software & Internet research.
• 2+ years proven sales skills including up-selling and cross-selling.
• Ability to forecast quarterly sales/revenue.
• Experience in Salesforce or equivalent CRM desired.
• Excellent written and verbal communication skills.
• Strong problem-solving and initiative.
• Proficient PC skills with Microsoft software and web research.
• Team player with minimal supervision.
• Knowledge of customer service management software.

Responsibilities

• Primary Client contact.
• Understand Wiland products and services and how they benefit Clients.
• Select models and deliver recommendations or proposals.
• Own revenue for assigned Clients; up-sell / cross-sell as appropriate.
• Strategize with Clients and learn their industry.
• Prepare and present order recommendations using Wiland methods.
• Move Clients through the Client Maturity Cycle and develop development plans.
• Meet or exceed sales and revenue goals with monthly/quarterly forecasts.

Skills

Sales skills up-selling & cross-sell

Client development

Forecasting & analytics

Salesforce

Microsoft Office

Industry research

Team collaboration

Education

Bachelor’s degree or equivalent

Tools

Salesforce

Microsoft Office

Job description

JOB SUMMARY

The Associate Client Success Director is the primary Client contact within the Wiland organization. This individual is responsible for meeting or exceeding revenue goals for their assigned book of Clients and ensuring Client satisfaction and retention. The ACSD will maintain regular communications with their Clients and understand the Clients’ business goals and metrics. The ACSD will create Client development plans to ensure we are meeting Client needs and growing revenues from each Client. Travel to Client offices and industry events will be minimal, but at times, required. Extremely detail-oriented applicants only.

ESSENTIAL FUNCTIONS

• Primary Client contact.


• Responsible for understanding the complete suite of Wiland products and services and how they can benefit our Clients.


• Responsible for selection of models and delivery of recommendations or proposals.


• Responsible for all revenue for assigned Clients. Up-sell / Cross Sell to existing Clients as appropriate to maximize revenue results.


• Strategize with Clients. Become educated and experienced in Clients’ Industry. Maintain a thorough understanding of each Client’s business.


• Prepares and presents order recommendations to Clients utilizing approved Wiland methods to initiate the sales process.


• Move Clients through the Client \"Maturity Cycle\". Develop and maintain Client Development Plans.


• Meet or exceed individual Sales and Revenue goals, forecasting monthly and quarterly progress toward goals.

EDUCATION, EXPERIENCE AND QUALIFICATIONS

• Bachelor’s degree or equivalent work experience.


• 2+ years experience in the direct marketing industry preferred.


• 2+ years list circulation or client service experience preferred.


• 2+ years experience with Microsoft software products and research capabilities on the Internet.


• 2+ years proven sales skills including up-selling and cross-selling.


• Ability to effectively develop and maintain a quarterly sales/revenue forecast.


• Experience in Salesforce or equivalent contact management tool desired.


• Excellent written and verbal communication skills.


• Exceptional problem-solving skills and ability to take initiative.


• Strong PC skills, including proficiency with Microsoft software products and research capabilities on the Internet.


• Ability to work well in a team environment with little direct supervision.


• Knowledge and experience using customer service management software.

Additional Details

• Location: Remote


• While this position is remote, residency in one of the following states is required: AR, AZ, CO, FL, GA, IA, IN, KS, MA, MI, MO, NC, NE, NH, OH, OK, PA, TX, VA, WY.


• Department: Data Management


• Compensation Range: $59,000 - $70,000 - Total compensation for this role also includes a variable component.


• Our benefits include: Medical, Dental and Vision, Flexible Spending Account, Basic and Voluntary Life/AD&D Insurance, Short & Long-Term Disability, 401(k) Retirements Savings Plan with company match, Paid Parental Leave, Flexible Time Off (FTO) and 14 Designated Company Holidays.


• Must be a US citizen or authorized to work in the United States.


• Wiland is an equal opportunity employer.


• Click here for a description of the types of personal information we collect from applicants and employees and how we use it.