Job Summary
The Sales and Customer Success Specialist bridges the gap between new business acquisition and long-term client retention. In this role, you will be the primary point of contact for corporate clients, handling inbound sales inquiries, guiding new accounts through the onboarding process, and providing high-touch customer support. The ideal candidate understands the professional landscape of B2B relationships, possesses a consultative sales approach, and is dedicated to helping corporate clients maximize the value of our services.
Key Responsibilities
- Inbound Sales & Lead Qualification: Respond to incoming corporate inquiries, qualify leads, conduct discovery calls, and present tailored service solutions to prospective B2B clients.
- Account Onboarding: Guide new corporate clients through the initial setup, implementation, and onboarding phases to ensure a seamless transition into our ecosystem.
- Account Management & Support: Serve as the dedicated point of contact for existing B2B accounts, resolving complex service issues, answering billing questions, and addressing technical inquiries with urgency.
- Upselling & Retention: Monitor client health, proactively engage with key stakeholders before contract renewals, and identify opportunities to cross-sell or upsell additional corporate service tiers.
- CRM Pipeline & Data Management: Maintain accurate, up-to-date documentation of all client interactions, sales stages, and support tickets within our CRM database.
- Feedback Loop: Gather and synthesize client feedback to share with product, operations, and leadership teams to help drive service improvements.
Qualifications & Skills
- Experience: 2+ years of experience in B2B sales, account management, corporate customer support, or client success within a service-oriented industry.
- Education: Bachelor's degree in Business Administration, Marketing, Communications, or a related field preferred.
- B2B Acumen: Professional demeanor with a strong understanding of corporate structures, procurement processes, and decision-making workflows.
- Tech Proficiency: Hands-on experience with CRM platforms, helpdesk ticketing systems, and professional communication tools.
- Communication: Exceptional verbal and written communication skills, with the ability to articulate complex solutions clearly to corporate executives and managers.
- Problem-Solving: Highly organized with a consultative, solutions-oriented mindset to navigate complex corporate accounts.
