1,564 Client Success Associate jobs in the United States

Client Success Associate

Opportunity

SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services, client success, and investment technology.

As a Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience with the SMArtX platform. You’ll learn how to onboard new clients, resolve inquiries, and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive, detail-oriented, and passionate about helping others succeed.

Responsibilities

• Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.


• Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.


• Assist with account setup, maintenance, and documentation updates.


• Collaborate with internal teams (trading, operations, technology) to resolve client issues.


• Conduct basic client trainings and support workshops to improve platform utilization.


• Track and log client feedback, escalating recurring issues to senior team members.


• Maintain and contribute to training materials, FAQs, and support documentation.


• Build strong client relationships through consistent follow-up and proactive communication.

Qualifications

• Bachelor’s degree preferred (Business, Finance, or related field a plus).


• 0–1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.


• Strong communication and interpersonal skills.


• Highly organized, detail-oriented, and able to manage multiple priorities.


• Comfortable learning new technology platforms and processes quickly.


• Proficient in Microsoft Office Suite, including Microsoft Excel.


• Team-oriented, proactive, and eager to grow in a client-facing career.

Why Join SMArtX?

Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.

Location: Manhattan, NY

Terms: Monday to Friday - Full time - In person

Salary: $70K to $80K

Job Overview:

The Client Success & Sales Operations Associate plays a dual-role at the intersection of client care and sales execution. This individual will support the onboarding and success of new and existing clients while also driving operational support for sales processes. This is a foundational position that will contribute directly to the launch of two strategic departments — Client Success and Sales — by January 2026.

The ideal candidate is highly organized, detail-oriented, experienced with CRM tools (especially Monday.com), and capable of executing client communications while supporting internal sales and operations initiatives.

Key responsibilities:

1. Client Engagement:

a. Design and implement an onboarding process for new clients, including

welcome communications, initial service coordination, and CRM tracking.

b. Create and maintain a client check-in system (surveys, calls, feedback loops) to

monitor satisfaction and anticipate client needs.

c. Maintain updated client records, documents, and status updates in the CRM.

d. Begin drafting SOPs and workflows for the Client Success department.

e. Develop and maintain strong relationships with key clients.

f. Act as the primary point of contact for clients, addressing their queries and

concerns promptly.

2. Sales Operations

a. Support Sales & Ops Consultant by coordinating and following up on inbound

leads.

b. Draft and send proposals and agreements; follow up to close deals.

c. Track key sales KPIs(meetings booked, conversion rate, deal size) within

Monday.com.

d. Maintain and organize the sales pipeline and ensure data integrity in CRM.

3. Cross-Functional Coordination

a. Communicate client and sales information to Accounting, Scheduling, Legal,

and Recruiting.

b. Contribute to ongoing automation of Miro and CRM boards for smoother

handoffs.

c. Collaborate closely with Sales & Ops Consultant to unify client experience and

sales efficiency.

4. Reporting & Process Building

a. Prepare basic reports from CRM on client retention, sales metrics, and

satisfaction.

b. Analyze CRM activity to identify upsell/cross-sell opportunities.

c. Assist in the development of scalable playbooks for client lifecycle

management.

d. Develop and implement strategies to enhance client retention and loyalty.

Qualifications & Skills:

● 2–4 years of experience in client services, sales operations, or account coordination.

● Proficiency in CRM platforms — experience with Monday.com is required.

● Strong organizational and multitasking ability.

● Detail-oriented with an interest in process-building and long-term growth.

● Comfortable working independently and collaboratively across departments.

● Self-starter with high reliability, discretion, and follow-through.

● Proactive and results-driven.

● Strong business acumen and understanding of client needs.

● Previously helped build processes (even if not as a “manager”)

If you possess the necessary qualifications and skills to excel in this role, we invite you to apply and contribute to our organization's success and growth. Please send your CV to

**Calling all innovators - find your future at Fiserv.**
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Director, Relationship Management
Job Description *
**What Does a Great Director, Relationship Manager Do at Fiserv?**
As a Director, Relationship Manager at Fiserv, you will play a vital role in building and maintaining strong relationships with our clients. Your expertise in relationship management and industry knowledge will enable you to deliver exceptional service and support to our clients, helping them achieve their business goals in the financial services industry. Join our team and make a significant impact on our clients' success.
**What You Will Do:**
+ Develop a deep understanding of Fiserv products, core applications, and surrounding offerings to effectively engage with prospective customers.
+ Utilize your strong technical and industry knowledge to propose comprehensive Fiserv bundles, including pan-Fiserv solutions, that address clients' specific requirements.
+ Partner with clients and various stakeholders to gather and define both technical and cross-functional requirements within proposals or solutions.
+ Achieve assigned sales quotas through contract renewals and successful cross-selling of additional Fiserv products and services to your assigned client portfolio.
+ Maintain the day-to-day operations and relationships with your assigned clients, ensuring outstanding service and resolving any issues or concerns they may have.
+ Drive client retention by actively engaging with clients, providing thorough follow-up on outstanding issues, and conducting professional and successful contract negotiations.
+ Provide support to sales initiatives by contributing to technical architecture design discussions and high-level strategic planning.
**What You Will Need to Have:**
+ Bachelor's degree in Finance, Technology, Business Administration, or related discipline, or equivalent experience with a High School diploma.
+ Minimum of 7 years of experience in technical product management or technical sales within the banking industry.
+ Proven track record of managing and growing relationships with large and complex financial organizations.
+ In-depth knowledge of sales and negotiating techniques, coupled with strong business acumen.
+ Ability to provide technical or business guidance to clients, both internal and external, and apply that knowledge to diverse situations.
+ Excellent analytical and problem-solving skills to read, analyze, and interpret technical sales information, specifications, professional journals, technical procedures, and governmental or legal regulations.
+ Thorough understanding of business and operations in the financial industry, with a focus on delivering exceptional customer service and support.
+ Ability to Travel Required: Approximately 50-60% domestic travel.
**What Would Be Great to Have:**
+ Additional relevant training or certifications in banking or financial services.
+ Comprehensive knowledge of Fiserv core products and the integration of new clients with complex requirements.
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

**Calling all innovators - find your future at Fiserv.**
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Director, Relationship Management
Job Description *
**What Does a Great Director, Relationship Manager Do at Fiserv?**
As a Director, Relationship Manager at Fiserv, you will play a vital role in building and maintaining strong relationships with our clients. Your expertise in relationship management and industry knowledge will enable you to deliver exceptional service and support to our clients, helping them achieve their business goals in the financial services industry. Join our team and make a significant impact on our clients' success.
**What You Will Do:**
+ Develop a deep understanding of Fiserv products, core applications, and surrounding offerings to effectively engage with prospective customers.
+ Utilize your strong technical and industry knowledge to propose comprehensive Fiserv bundles, including pan-Fiserv solutions, that address clients' specific requirements.
+ Partner with clients and various stakeholders to gather and define both technical and cross-functional requirements within proposals or solutions.
+ Achieve assigned sales quotas through contract renewals and successful cross-selling of additional Fiserv products and services to your assigned client portfolio.
+ Maintain the day-to-day operations and relationships with your assigned clients, ensuring outstanding service and resolving any issues or concerns they may have.
+ Drive client retention by actively engaging with clients, providing thorough follow-up on outstanding issues, and conducting professional and successful contract negotiations.
+ Provide support to sales initiatives by contributing to technical architecture design discussions and high-level strategic planning.
**What You Will Need to Have:**
+ Bachelor's degree in Finance, Technology, Business Administration, or related discipline, or equivalent experience with a High School diploma.
+ Minimum of 7 years of experience in technical product management or technical sales within the banking industry.
+ Proven track record of managing and growing relationships with large and complex financial organizations.
+ In-depth knowledge of sales and negotiating techniques, coupled with strong business acumen.
+ Ability to provide technical or business guidance to clients, both internal and external, and apply that knowledge to diverse situations.
+ Excellent analytical and problem-solving skills to read, analyze, and interpret technical sales information, specifications, professional journals, technical procedures, and governmental or legal regulations.
+ Thorough understanding of business and operations in the financial industry, with a focus on delivering exceptional customer service and support.
+ Ability to Travel Required: Approximately 50-60% domestic travel.
**What Would Be Great to Have:**
+ Additional relevant training or certifications in banking or financial services.
+ Comprehensive knowledge of Fiserv core products and the integration of new clients with complex requirements.
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

**Discover. A brighter future.**
With us, you'll do meaningful work from Day 1. Our collaborative culture is built on three core behaviors: We Play to Win, We Get Better Every Day & We Succeed Together. And we mean it - we want you to grow and make a difference at one of the world's leading digital banking and payments companies. We value what makes you unique so that you have an opportunity to shine.
Come build your future, while being the reason millions of people find a brighter financial future with Discover.
**Job Description:**
**What You'll Do**
Responsible for building and maintaining a portfolio of key relationships with external account stakeholders to drive business growth. Works cross functionally to meet business objectives such as new revenue generation, capability deployment, or marketing program development. Actively manages and escalates risk and customer-impacting complaints or issues within the day-to-day role to management. Actively manages and escalates risk and customer-impacting issues within the day-to-day role to management.
**How You'll Do It**
+ Strategically partner internally and externally to identify new or additional business opportunities within existing high value accounts; maintain and grow relationships to attain new business opportunities and improve client experience.
+ Proactively address client inquiries and problem solve to resolve opportunities or issues. Negotiate contracts, incentives or pricing agreements while ensuring compliance with new processes and business practices.
+ Serve as trusted advisor between Discover and their portfolio of accounts by maintaining relationships with key decision-makers across all divisions of the assigned partner.
+ Present product and marketing initiatives to network participants to improve Discover's position versus competition.
+ Advise network participants of operational initiatives, new products/services/pricing or marketing program opportunities.
+ Provide voice of industry into products, marketing and operations by analyzing trends that may impact client engagement and work with internal stakeholders to develop tactics to improve Discover's position.
+ Work closely with Compliance, Legal and Due Diligence to ensure proposals and contracts are effectively and accurately produced.
**Qualifications You'll Need**
**The Basics**
+ Bachelors Business Administration and Management, Marketing, Finance or related
+ 6+ years Payments industry Sales/business development experience, relationship management, strategy, operations, project management, planning, finance, consultative skills with proven experience building deep and influential relationships with key stake holders, executive level clients and internal business partners.
+ In Lieu of Education, 8+ Payments industry Sales/business development experience, relationship management, strategy, operations, project management, planning, finance, consultative skills with proven experience building deep and influential relationships with key stake holders, executive level clients and internal business partners.
**Physical and Cognitive Requirements**
The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable a qualified individual with disabilities to perform the essential functions of the position as required by federal, state, and local laws:
+ Primarily remain in a stationary position.
+ No required movement about the work environment to complete the major responsibilities of the job.
+ Primarily performed indoors in an office setting.
+ Ability to operate office equipment such as but not limited to computer, telephone, printer, and calculator.
+ Up to 50% travel
**_Discover will not sponsor or transfer employment work visas for this position. Applicants must be currently authorized to work in the United States on a full-time basis._**
**Application Deadline:**
The application window for this position is anticipated to close on Sep- . We encourage you to apply as soon as possible. The posting may be available past this date, but it is not guaranteed.
**Compensation:**
The base pay for this position generally ranges between $91,000.00 to $153,400.00. Additional incentives may be provided as part of a market competitive total compensation package. Factors, such as but not limited to, geographical location, relevant experience, education, and skill level may impact the pay for this position.
**Benefits:**
We also offer a range of benefits and programs based on eligibility. These benefits include:
+ Paid Parental Leave
+ Paid Time Off
+ 401(k) Plan
+ Medical, Dental, Vision, & Health Savings Account
+ Short and Long Term Disability, Life, and Accidental Death & Dismemberment insurances
+ Recognition Program
+ Education Assistance
+ Commuter Benefits
+ Family Support Programs
+ Employee Stock Purchase Plan
Learn more at mydiscoverbenefits.com .
What are you waiting for? Apply today!
All Discover employees place our customers at the very center of our work. To deliver on our promises to our customers, each of us contribute every day to a culture that values compliance and risk management.
Discover, a division of Capital One, N.A., is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or other legally protected status. (Know Your Rights) ( complies with federal, state, and local laws applicable to qualified individuals with disabilities and is committed to providing reasonable accommodations. If you require a reasonable accommodation to search for a position, to complete an application, and/or to participate in an interview, please email . Any information you provide regarding your accommodation needs will be kept confidential and will only be used to determine and provide necessary accommodation.
At Discover, we are committed to creating an inclusive and equitable workplace through our Fair Chance Hiring practices. Fair Chance Hiring means that we base our hiring decisions on an applicant's qualifications rather than their criminal record. All our positions are subject to Section 19 of the Federal Deposit Insurance Act. Our applicants go through a background check, and we follow all applicable local laws, including the Los Angeles County Fair Chance Hiring Ordinance (LA County Fair Chance ( ).
Positions marked as remote eligible are limited to remote locations within the country in which the position is based.
Applicants must be 18 or older at the time of hire.

**Description**
**Location:** On site at location listed in job posting.
**Summary**
Under general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex following strict departmental standards and guidelines.
**Responsibilities**
+ Assists Private Client Services RM's in providing financial services to qualified Private Clients as well as relationship management duties. Works under close supervision with focus on developing sales skills and knowledge. Will manage smaller client accounts as primary point of contact.
+ Acts as a primary point of contact for sales and service to some existing clients, supporting Private Client Services in growing markets, with a particular emphasis on serving consumer clients early in their wealth cycle. Answers client inquiries about bank products, services, bank accounts and policies; opens new accounts; promotes cross-selling. Assists Relationship Manager with processing consumer loans towards closing, and lines up meeting opportunities with Wealth partners.
+ Assists Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Position includes helping Relationship Manager organize client files, calendar, and email to develop closer client relationships. Coordinates with internal partners to position Bank products and services.
+ Uncovers prospect needs for products and services and recommends solutions; will have opportunities to help develop sales plans and strategies in future; also will have opportunity in future to help finalize, structure, and close deals with input from supervising relationship manager. In addition will assist relationship manager with client/prospect entertainment opportunities which may occur during evening and/or weekend hours.
**Requirements**
+ Bachelor's degree or equivalent; 2 years of experience required; 2 - 4 years preferred.
+ Proficiency with MS Office Suite
+ Applicable Investment Licenses - Series 7 / 66 and insurance within first 6 months
+ Good written and oral skills
+ Accurate grammar, typing and spelling
+ Winning attitude and desire to excel in this highly desirable work environment. Able to adjust to changing work environment.
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ( .
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook ( formerly Twitter
LinkedIn ( ( Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights ( notice from the Department of Labor.

**Calling all innovators - find your future at Fiserv.**
We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.
**Job Title**
Director, Relationship Management
Job Description *
**What Does a Great Director, Relationship Manager Do at Fiserv?**
As a Director, Relationship Manager at Fiserv, you will play a vital role in building and maintaining strong relationships with our clients. Your expertise in relationship management and industry knowledge will enable you to deliver exceptional service and support to our clients, helping them achieve their business goals in the financial services industry. Join our team and make a significant impact on our clients' success.
**What You Will Do:**
+ Develop a deep understanding of Fiserv products, core applications, and surrounding offerings to effectively engage with prospective customers.
+ Utilize your strong technical and industry knowledge to propose comprehensive Fiserv bundles, including pan-Fiserv solutions, that address clients' specific requirements.
+ Partner with clients and various stakeholders to gather and define both technical and cross-functional requirements within proposals or solutions.
+ Achieve assigned sales quotas through contract renewals and successful cross-selling of additional Fiserv products and services to your assigned client portfolio.
+ Maintain the day-to-day operations and relationships with your assigned clients, ensuring outstanding service and resolving any issues or concerns they may have.
+ Drive client retention by actively engaging with clients, providing thorough follow-up on outstanding issues, and conducting professional and successful contract negotiations.
+ Provide support to sales initiatives by contributing to technical architecture design discussions and high-level strategic planning.
**What You Will Need to Have:**
+ Bachelor's degree in Finance, Technology, Business Administration, or related discipline, or equivalent experience with a High School diploma.
+ Minimum of 7 years of experience in technical product management or technical sales within the banking industry.
+ Proven track record of managing and growing relationships with large and complex financial organizations.
+ In-depth knowledge of sales and negotiating techniques, coupled with strong business acumen.
+ Ability to provide technical or business guidance to clients, both internal and external, and apply that knowledge to diverse situations.
+ Excellent analytical and problem-solving skills to read, analyze, and interpret technical sales information, specifications, professional journals, technical procedures, and governmental or legal regulations.
+ Thorough understanding of business and operations in the financial industry, with a focus on delivering exceptional customer service and support.
+ Ability to Travel Required: Approximately 50-60% domestic travel.
**What Would Be Great to Have:**
+ Additional relevant training or certifications in banking or financial services.
+ Comprehensive knowledge of Fiserv core products and the integration of new clients with complex requirements.
This role is not eligible to be performed in Colorado, California, District of Columbia, Hawaii, Illinois, Maryland, Minnesota, New Jersey, New York, Nevada, Rhode Island or Washington.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
_Please note that salary ranges provided for this role on external job boards are salary estimates made by outside parties and may not be accurate._
Thank you for considering employment with Fiserv. Please:
+ Apply using your legal name
+ Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
**Our commitment to Equal Opportunity:**
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact . Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv's Disability Accommodation Policy for additional information.
**Note to agencies:**
Fiserv does not accept resume submissions from agencies outside of existing agreements. Please do not send resumes to Fiserv associates. Fiserv is not responsible for any fees associated with unsolicited resume submissions.
**Warning about fake job posts:**
Please be aware of fraudulent job postings that are not affiliated with Fiserv. Fraudulent job postings may be used by cyber criminals to target your personally identifiable information and/or to steal money or financial information. Any communications from a Fiserv representative will come from a legitimate Fiserv email address.

**Hybrid role out of any of our office locations. Preferred candidate will be located in EST or CST.**
As an Account & Relationship Management Executive, you will manage a portfolio of accounts, with a significant role in setting and negotiating product/service terms. You will leverage your deep understanding of business and account needs to create demand for the organization's products and services, driving revenue and ensuring high customer satisfaction.
#Responsibilities:
+ Develop in-depth relationships with key decision-makers in assigned accounts.
+ Conduct thorough needs analysis to align products/services to customer requirements.
+ Negotiate terms and close sales with a high degree of authority.
+ Develop and implement targeted sales strategies.
+ Track and analyze sales performance metrics and tailor strategies accordingly.
+ Conduct regular status meetings with clients to ensure satisfaction and identify opportunities.
+ Provide detailed and accurate sales forecasts.
+ Support clients during the implementation of products/services.
+ Resolve complex customer issues promptly and effectively.
+ Identify opportunities for upselling and cross-selling within the account portfolio.
#Skills:
+ 3+ years' experience in media/advertising sales within the Healthcare and/or Publishing markets.
+ Communication: Excellent verbal and written communication skills.
+ Negotiation: Strong negotiation skills for setting terms and closing deals.
+ Product Knowledge: Solid understanding of the organization's products or services.
+ Sales Strategy: Ability to design and implement targeted sales strategies.
+ CRM Expertise: Advanced use of Salesforce for account management.
+ Problem-Solving: High proficiency in resolving complex customer issues.
+ Analytical Skills: Strong analytical skills for tracking and adapting sales performance.
+ Relationship Building: Exceptional ability to build and maintain long-term client relationships.
_Applicants may be required to appear onsite at a Wolters Kluwer office as part of the recruitment process._
**Compensation:**
Target salary range CA, CT, CO, DC, HI, IL, MD, MN, NY, RI, WA: $95,560 - $133,750
EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.