What are the responsibilities and job description for the Client Success Specialist position at Solutions Management Group?
Client Success Specialist in Davenport or Cedar Rapids Iowa
Company History:
To put it simply, we are a customer service company that happens to sell office solutions. In 1995, we started as a Xerox agency called Midwest Document Systems Inc. As we started to expand into other solutions beyond Xerox, we wanted to change our name to reflect all the technology solutions we offered. Just a few years later, Solutions Management Group was born.
Since our beginning, we have been delivering complete office solutions to our clients backed by the highest quality technology vendors in the industry. We partner with companies such as Ricoh, Xerox, Extron, HP, Dell, Lenovo, DocuWare, Print Audit, and Papercut.
While we are a locally owned company headquartered in Davenport, Iowa, we have been recognized as a leader by global organizations. We offer a full suite of services including technology lifecycle management, print and document solutions, workflow automation, integrated support, and structured cabling. Our unparalleled office solutions are trusted by clients across various industries including healthcare, retail, insurance, financial services, hospitality, government, automotive, manufacturing, agriculture, and education. We help our clients discover the best practices to approach their problems.
We believe that each employee contributes to Solutions Management Group’s growth and success. We hope you will take pride in being a member of our team.
Job Purpose
The Client Success Specialist will be responsible for creating, maintaining and building relationships with clients. They will serve as a primary point of contact between the client and the Solutions Management Group, ensuring that their needs and expectations are met.
This position will work closely with other departments within the company to ensure that client projects are delivered on time. The Client Success Specialist has the responsibility of maintaining client satisfaction of new and existing accounts.
This position aims to promote new and existing products and services or provide essential account management services. Selects appropriate product information to meet the needs of individual clients, support upselling, and achieve sales targets
Primary Job Responsibilities
- Provides excellent customer service to all Solutions Management Group staff and clients
Takes lead on new sales and referral request that come to SMG
Builds long-term relationships with new and existing clients
Retains, and grows customer base
Fields phone calls and inquiries from existing and prospective new clients as needed
Drives sales through a consultive approach using cold calling techniques
Oversees sales contracts for optimum client retention
Develops and manages sales pipeline within company CRM program
Creates proposals for existing and prospective clients
Presents company recommendations based on current products and services offered
Works with the Marketing department to manage the Internal Sales Campaigns
Builds rapport with clients, identifies areas of opportunity, highlights best practices, and documents both
Completes ordering processing for business ventures
Communicates with customers after purchase to ensure satisfaction
Performs On-site assessment of customer equipment
Generates asset management plans
Generates sale reports and furnished activity reports Leadership Team as requested
Work Schedule
The employee works a full-time schedule, Monday-Friday from 8:00 am-5:00 pm.
This position is Non-Exempt.
Qualifications
- Employees must be able to execute strong customer service skills
Employees must be able to execute strong customer service skills
- Proven track record of successful account management and exceeding sales targets
- Proficiency in CRM software and Microsoft Office Suite, Excel skills are required
- Ability to build and maintain relationships with clients
- Strong process skills
- Two years inside sales experience is preferred
Benefits
- Health, Dental, and Vision insurance
- *Company paid STD/LTD Insurance for employee
- *Company paid Life Insurance $10,000.00 policy for employee
- *Section 125 Flex Spending Account
- * 401(k) Retirement Plan and 401(k) match
- * Paid Time Off (Vacation, PTO and Holidays)
- *Paid Volunteer Time
*Employee Assistance Program
Solutions Management Group is an Equal Opportunity Employer.
