Client Success Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and sustain strong relationships with designated client accounts to enhance retention and satisfaction.

• Identify and seek out new business opportunities, including "copy side" targets in key markets.

• Conduct in-person and virtual meetings, demonstrations, and presentations to showcase services and solutions.

• Implement outbound sales strategies, including cold calling, email campaigns, networking, and events.

• Cross-sell and upsell services within current accounts to maximize revenue growth.

• Continuously cultivate and maintain a strong sales pipeline through referrals, associations, and lead generation.

• Record all client interactions and opportunities in CRM systems (e.g., Salesforce, RB9, Commence).

• Meet and surpass monthly and quarterly revenue and activity objectives.

• Collaborate with internal teams (sales, operations, marketing) to implement strategic account plans.

• Provide accurate sales forecasting and pipeline reports to leadership.

• Stay updated on industry trends and competitor activities to pinpoint growth opportunities.

• Ensure adherence to HIPAA regulations and all company policies regarding confidential data.

• Act as the primary contact for client needs, issues, and service enhancements.

⛳️ Requirements

• Bachelor's degree in Business, Marketing, or a related field is preferred.

• Over 6 years of experience in sales, account management, or client success roles.

• Proven track record of meeting or exceeding revenue and sales objectives.

• Experience in legal services (court reporting, legal videography, records retrieval) is highly preferred.

• Experience in multi-functional or multi-geographic settings is a plus.

• Demonstrated ability to manage and enhance sales processes from prospecting to closing.

• Proven capability to build trust and maintain long-term relationships with clients at all organizational levels.

• Strong sales acumen with experience in B2B, consultative, and telephone-based selling.

• Excellent communication, presentation, and negotiation abilities.

• Strategic mindset with a proactive approach to uncovering growth opportunities.

• High level of organization, time management, and attention to detail.

• Ability to juggle multiple priorities in a fast-paced, metrics-driven environment.

• Comfortable working independently while effectively collaborating across teams.

• Proficient with CRM systems and Microsoft Office tools.

• Willingness to travel for client meetings, networking, and industry events.

• Commitment to providing exceptional customer service and upholding company core values.

🏝️ Benefits

• Fully equipped home office setup, including a company-issued laptop.