Client Specialist - Remote

Overview

The Client Specialist supports the Account Executives in developing business relationships and increasing revenue, requiring strong multi-tasking abilities, attention to detail, and excellent follow-up skills.

In Short

• Develop knowledge of client environment and processes.
• Coordinate communication with clients regarding product or service changes.
• Identify cross-sell and up-sell opportunities.
• Research sales and service opportunities for potential clients.
• Provide product training to users.
• Maintain contact with product and service users.
• Collaborate with team members to balance priorities.
• Lead client discussions to meet requirements.
• Report to the Senior Director, Credit Unions.

Requirements

• Bachelor's degree or equivalent experience.
• 3+ years sales or account management experience.
• Knowledge of consumer credit reporting marketplace.
• Comfortable in a teamed selling approach.
• Willingness to participate as a team member.
• Working knowledge of Salesforce.com CRM system.

Benefits

• Lucrative overachievement plan.
• Annual trip for top performers.
• 15 days of vacation accrual annually.
• Wellness plans and employee discounts.
• Employee stock purchase program.
• Fully remote role.