What are the responsibilities and job description for the Customer Development Partner position at Directors Investment Group?
Does this describe you?
Organized
Adaptable
Disciplined
Detail-Oriented
If so, let’s talk!!
We are looking for a creative, forward thinking and talented CUSTOMER DEVELOPMENT PARTNER who will be responsible for helping shape the study group experience that equips funeral professionals to learn, grow, and serve their communities well. The Funeral Directors Life study group program is a peer learning community where funeral professionals share ideas, discuss business challenges, and learn together. In this role, you will build trusted relationships with prospective and current participants, develop meaningful content grounded in their business needs, and lead conversations that encourage connection, perspective, and action. Your work will influence the full participant experience, from first contact through long-term engagement, and will contribute to the strength of the funeral professionals who care for families every day.
You will thrive in this role if you bring strong communication, curiosity, thoughtful facilitation, sound judgment, and a genuine interest in people. You know how to listen closely, ask thoughtful questions, read a room, and draw people into discussion in a way that helps them feel welcomed, involved, and ready to learn from one another. If you are energized by people, committed to continual growth, and motivated by work that helps others serve their communities well, you will do meaningful work that strengthens professionals, funeral homes, and the communities they serve.
Essential Duties & Responsibilities:
Education & Experience
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind.
Funeral Directors Life is a full-service preneed insurance company. We help funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses and increasing profitability in a rapidly changing marketplace.
DIG has been recognized with numerous workplace awards, including the 2025 Big Country’s Best Workplace, the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.
Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."
So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401 (k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.
An Equal Opportunity Employer
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Organized
Adaptable
Disciplined
Detail-Oriented
If so, let’s talk!!
We are looking for a creative, forward thinking and talented CUSTOMER DEVELOPMENT PARTNER who will be responsible for helping shape the study group experience that equips funeral professionals to learn, grow, and serve their communities well. The Funeral Directors Life study group program is a peer learning community where funeral professionals share ideas, discuss business challenges, and learn together. In this role, you will build trusted relationships with prospective and current participants, develop meaningful content grounded in their business needs, and lead conversations that encourage connection, perspective, and action. Your work will influence the full participant experience, from first contact through long-term engagement, and will contribute to the strength of the funeral professionals who care for families every day.
You will thrive in this role if you bring strong communication, curiosity, thoughtful facilitation, sound judgment, and a genuine interest in people. You know how to listen closely, ask thoughtful questions, read a room, and draw people into discussion in a way that helps them feel welcomed, involved, and ready to learn from one another. If you are energized by people, committed to continual growth, and motivated by work that helps others serve their communities well, you will do meaningful work that strengthens professionals, funeral homes, and the communities they serve.
Essential Duties & Responsibilities:
- Build trusted relationships with current and prospective participants and internal partners through clear, timely communication, follow-through, and sound judgment
- Support recruiting and group formation by contacting prospective participants, scheduling introductory conversations, tracking follow-up, and coordinating placement details.
- Prepare participant communications and study group materials, including emails, agendas, discussion guides, presentations, summaries, newsletters, and resources
- Attend study group meetings to support facilitation, capture key themes and action items, and contribute to a positive participant experience.
- Organize meeting notes, participant feedback, and emerging themes to support content development and program improvement.
- Maintain accurate participant and prospect records in HubSpot and other internal systems
- Coordinate study group logistics, including calendars, invitations, meeting details, materials, attendance tracking, and follow-up communication.
- Contribute knowledge and ideas that strengthen the team and support program growth
- Build working knowledge of the funeral profession and apply it in day-to-day work and program improvement
- Communicate and reinforce the mission and vision of DIG and its subsidiaries.
- Exemplify DIG core values of love, growth, and community
- Curiosity and a commitment to continuous learning
- Strong written and verbal communication skills
- Strong organization, attention to detail, and follow-through
- Ability to manage multiple priorities, relationships, and deadlines with consistency
- Professional presence with a relational, service-minded approach
- Ability to listen well, ask thoughtful questions, and respond with sound judgment
- Ability to learn new systems, processes, and subject matter quickly
- Ability to maintain confidentiality when dealing with sensitive information
- Ability to work independently with appropriate direction and collaborate effectively across teams
- Ability to contribute ideas, support continuous improvement, and participate well in team meetings
- Comfort supporting small-group environments and live virtual meetings
- Willingness to learn the funeral profession and apply that learning in participant communication and program support
- Emotional maturity, humility, adaptability, and care for others
Education & Experience
- Bachelor’s degree
- Experience in education, project coordination, community building, communications, or a related field
- Experience working with customers, members, or professional groups
- Experience with meeting coordination, communications, content development, or event support
- Experience using Microsoft Office tools and customer or contact tracking systems
- Leadership experience, community involvement, or demonstrated initiative in academic, professional, or volunteer settings is valued
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind.
Funeral Directors Life is a full-service preneed insurance company. We help funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses and increasing profitability in a rapidly changing marketplace.
DIG has been recognized with numerous workplace awards, including the 2025 Big Country’s Best Workplace, the prestigious FORTUNE magazine “Best Small & Medium Workplaces” List, the “Best Workplaces in Finance & Insurance” List, the “Best Workplaces for Millennials” List, and the “Best Workplaces in Texas” List. The company is also a winner of the top 100 “Best Companies to Work for in Texas,” published by Texas Monthly.
Based in Abilene, TX, DIG offers a unique corporate culture and benefits that our employees love! Founded on Christian principles of leadership through service, integrity, honesty, and respect, the company is dedicated to serving the funeral profession and helping funeral homes enhance their service to families in a rapidly changing marketplace. In fact, our mission is "to be known as the best, most-respected provider of service to the funeral industry."
So, what makes DIG such a great place to work? We apply these same principles to how we treat our employees: offering excellent compensation, a fun, friendly, and supportive work environment, and more benefits and perks than we can mention; including employer-paid health coverage, 401 (k) matching, life insurance, an on-site clinic, a 24-hour fitness center, free fresh fruit and beverages, a corporate university, book studies, and many personal growth opportunities for mind, body, and soul.
An Equal Opportunity Employer
Powered by JazzHR
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