What are the responsibilities and job description for the Client Success position at RITE Technology?
Job Summary:
We are seeking experienced and detail-oriented Client Success Specialists to join our team. As a Client Success Specialist, you will play a crucial role in anticipating and elevating client outcomes and experiences with the solutions provided by RITE Technology. Client Success provides comprehensive support to our clients by having the knowledge and ability to support clients with questions, walk them through installation and billing processes and maintain relationships with all clients by regularly checking in. We ensure our clients are successful by managing their accounts and upgrading their equipment leases to the latest and greatest technology available.
Current Client Account Management:
o Primary point of contact to client after sales process.
o Daily current client calls to cultivate and manage client relationships.
o Follow up calls to clients on services provided.
o Complete Quarterly Business Reviews.
o Update customer information and contacts in ERP and CRM.
o Knowledgeable of the latest technology products and services to current clients.
o Manage the lease desk to keep track of upgrade opportunities.
o Upgrade current equipment leases to ensure client satisfaction with the latest technology.
o Introduce clients to all avenues of technology provided by RITE.
Sales Processing/Billing:
- Obtain financial documents necessary for sales.
- Review all legal and financial needs for each sale, process within CRM and ERP.
- Liaison between sales reps and clients to the leasing company partners.
- Contact clients for deliveries and order processing related communications.
- Generate all new order sales invoices.
- Produce and submit financial documents to leasing company for funding sales.
- Manage lease billing to ensure accuracy of the service and equipment lease.
- Assist clients with any billing/invoicing questions.
Contract Management:
o Process all new service contracts internally for new deals.
o Assess Contract Profitability reports.
Support and back up to Service and Supply orders:
o Use current DCA to obtain supplies needed for clients.
- o Create sales orders in ERP as needed.
