Client Success Manager
Guidant Financial, United States
Job Description
The expected on target earnings for this position is between $62,000 - $70,000 per year
This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA
Are you excited by the thought of helping entrepreneurs across the country realize their dreams of building their own company? We have a bold vision of increasing the number of people who succeed in small business. To date, our team has put $5B of funding to use, helping launch over 20,000 businesses and creating nearly 100,000 jobs to the economy. We’re doing this by delivering innovative funding solutions and building the latest technology to help entrepreneurs across the country start and grow their small businesses. Our purpose goes beyond supporting entrepreneurs we want our employees to feel as empowered as our entrepreneurs to make an impact on our clients and their careers.
Our Values
Passion: You champion our mission and think like an entrepreneur.
Adaptability: Change isn’t scary. You embrace opportunities to adapt and bring others along.
Connection: Connection is important. You lift others up because when they grow you grow.
Excellence: You thrive outside of your comfort zone. You jump at the chance to make things better and have insatiable curiosity.
Diversity: You encourage diversity, equity and inclusion. You help empower our community and foster an environment that encourages different perspectives and values each team member's individual experiences.
The Role
Educate and consult new and existing small business clients on services that will support the growth of their business operations long term. By being the expert on Guidant Payroll, Accounting, Tax and other business services, offer solutions that will save small business owners time and money. This includes, pitching, offering demonstrations, securing contracts and supporting the onboarding of new services. Works with multiple departments to build a pipeline of clients by training and promoting service offerings. In addition, act as a liaison between client and service delivery teams.
What You'll be doing
- Manage a console of prospects/clients to call, consult and close sales to a monthly goal
- Follow up on a pipeline of prospects/clients to understand needs and obstacles to generate next steps
- Craft marketing campaigns to optimize sales and service communication
- Participate or lead trainings to ensure subject matter expertise and understanding
- Support business development efforts that generate new lead channels
- Participate in regularly scheduled meetings providing updates on leads, opportunities, and sales strategies
- Interact with weekly, monthly and/or quarterly reports analyzing successes and opportunities
- Participate in ongoing training and education, provided by Guidant, to improve sales skills.
- Perform other duties as required
Requirements
- 2-3 years’ experience working in a relationship-based sales working with repeat clients
- Bachelor’s degree in Business Administration, finance or related major preferred or equivalent experience
- Strong command of all Microsoft Office applications
- Experience in tele-sales environment.
- Multi-tasker who thrives in fast-paced role
- Skilled communicator who knows how to read their audience
- Highly organized and detail orientated
- Team player
- Ability to work in a remote environment where you can be a self-directed, independent worker
- Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen.
Other Requirements
- Must pass a background check
- Must meet work from home requirements to qualify
- Complete continuing education based upon current certifications
For this position there are minimum work from home requirements that must be met in order to perform the essential functions in a remote work from home (WFH) environment. These include 1) a space to work out of (i.e., home office) and 2) High speed internet.
Benefits
- Our People are Key to Success: Work with a team of smart, creative, fun and highly motivated people
- When You Grow, We Grow: Continue to learn with ongoing training, career pathing, and supportive leaders. For the last three years, Guidant has promoted more than 20% of our organization into new and exciting roles!
- Wellness: Top benefits and perks including comprehensive health c