What are the responsibilities and job description for the Client Success Specialist position at Summit Group?
The Client Success Specialist is responsible for supporting the Client Success team activities, specifically generating ideas for revenue growth, creating presentations, sourcing and merchandising products. Ideally, the CSS helps the Client Success team grow their business and provide a top-notch client experience.
PRIMARY RESPONSIBILITIES
- Collaborate with the Client Success Executive and/or Client Success Director on ways to increase revenue.
- Create solutions based on client needs, to include researching product and service information from suppliers, including costs, availability, and delivery schedule for designated accounts.
- Follow trends in the marketplace to best develop creative merchandise solutions.
- Manage projects within the Client Success team, coordinating multiple stakeholder groups to develop and execute deliverables.
- Participate in sales/supplier/client meetings to increase product and solutions knowledge.
- Create and design artwork for client orders and develop client proposals and presentations on an as needed basis in Adobe Illustrator and PowerPoint.
- Be people-oriented, client-focused, and assertive in developing client and supplier relationships.
SKILLS AND EXPERIENCE
• 2-3 years of B2B sales, inside sales or sales support experience.
• Experience in promotional products, PR, marketing services a plus.
• Familiarity with CRM systems such as NetSuite, Salesforce, Zoho etc.
• Microsoft Office proficiency required.
• Bachelor’s degree preferred but applicable experience will be considered.
We believe in building Better Lives for our associates and offering excellent benefits and perks, to include:
- Comprehensive benefits package
- Flexible PTO Program (vacations are encouraged!)
- 401K retirement account to include an employer match
- Wellness initiatives
Culture means everything to us. Working at Summit will give you the opportunity to be around the best team members who are serious about family, values, and success. Together, the Summit family works hard to make our vision come alive, constantly finding ways to Build Stronger Brands to Create Richer Lives and a Better World.
Consider being a part of this exciting journey and join our dynamic, growing team today!