1,035 Director Of Client Success jobs in the United States
Director, Client Success - Portfolio Group
Posted 1 day ago
Job Viewed
Job Description
_The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences from the breakroom to the boardroom, providing a signature suite of services for each unique business portfolio. Our team builds partnerships that excel, creating experiences that break the mold, where convenience, consistency, and excellence are a given. One Partner. Infinite Solutions._
The Director Client Success is the client relationship management owner of a portfolio of existing accounts within a specific geographic territory. The Director has direct responsibility for account growth and retention through the application and execution of comprehensive, client-facing strategies in partnership with operations and functional leaders across the region. A successful Director, Client Sucess is a client advocate and directs and leads the efforts for advancing our market position and developing our value proposition at our existing accounts.
They are expected to provide keen analysis to:
+ establish relationships with our clients.
+ help identify and align with our clients? goals and aspirations.
+ create customized solutions based on mutually beneficial strategic considerations.
+ communicate the differential advantages of Aramark, resulting in long-term development and industry-leading client retention and growth rates.
Candidates must have a demonstrated ability to lead client engagement planning and execution and to collaborate with operations leadership and functional support partners to develop, lead, and execute customized account?strategies for our existing client partners. A successful Director, Client Success must be able to proactively identify, anticipate, and communicate potential obstacles, challenges, and/or issues at a client account that could adversely impact our ability to retain the account and partner with operations leadership in developing and executing client customized retention strategies.
**Job Responsibilities**
+ Lead external client relationship building to gain a deep and validated understanding of our clients? strategic objectives and pains.
+ Lead internal relationship building to successfully partner within a matrixed organization, relying on internal subject matter experts and operational leaders to develop solutions meeting our clients? strategic objectives and pains.
+ Perform objective account diagnostics and relationship analysis to ensure proactive address of retention risks and/or offering proactive innovation resulting in long-term client retention.
+ Develop and manage account planning and execution strategies, annual account objectives development, thorough wiring plans, formalized client communications, client business review process, proposal development, client presentations, and contract negotiations.
+ Identify growth opportunities and retention risks through the application of Aramark reporting and analysis tools.
+ Be our client advocate within Aramark to proactively renew and extend contracts by developing long-term win-win value propositions with our client partners.
+ Ensure client stakeholder(s) have wiring plans, meetings are scheduled and strategically executed throughout year, and documented.
+ Lead the strategic account management process, ensuing key account meetings are held with region leadership each year.
+ Develop an independent perspective on the strength of our partnerships through direct client engagement.
+ Ensure delivery of client expectations within the contract portfolio.
+ Lead RFP processes when current contracts expires or competitive bids arise within portfolio.
+ Develop and lead our internal deal approval process to obtain company approval for rebids and/or vertical growth.
**Qualifications**
+ BA/BS is required for this position. MBA preferred.
+ A minimum of 5 years of account management or sales-related experience.
+ Operational acumen and savvy, including technical understanding and financial proposal development.
+ Experience with large clients selling complex services/solutions.
+ Demonstrated?excellence in written and oral communication skills.
+ Knowledge of all Microsoft Office applications.
+ Experience with a CRM, specifically Salesforce, and other sales enablement tools strongly preferred.
+ Effective multi-tasking in a high pressure, high reward environment.
**Education**
**About Aramark**
**Our Mission**
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
**About Aramark**
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
Director, Client Success - Portfolio Group
Posted today
Job Viewed
Job Description
Job Description
The Portfolio Group, under the Workplace Experience Group umbrella, delivers seamless experiences from the breakroom to the boardroom, providing a signature suite of services for each unique business portfolio. Our team builds partnerships that excel, creating experiences that break the mold, where convenience, consistency, and excellence are a given. One Partner. Infinite Solutions.
The Director Client Success is the client relationship management owner of a portfolio of existing accounts within a specific geographic territory. The Director has direct responsibility for account growth and retention through the application and execution of comprehensive, client-facing strategies in partnership with operations and functional leaders across the region. A successful Director, Client Sucess is a client advocate and directs and leads the efforts for advancing our market position and developing our value proposition at our existing accounts.
They are expected to provide keen analysis to:
- establish relationships with our clients.
- help identify and align with our clients? goals and aspirations.
- create customized solutions based on mutually beneficial strategic considerations.
- communicate the differential advantages of Aramark, resulting in long-term development and industry-leading client retention and growth rates.
Candidates must have a demonstrated ability to lead client engagement planning and execution and to collaborate with operations leadership and functional support partners to develop, lead, and execute customized account?strategies for our existing client partners? A successful Director, Client Success must be able to proactively identify, anticipate, and communicate potential obstacles, challenges, and/or issues at a client account that could adversely impact our ability to retain the account and partner with operations leadership in developing and executing client customized retention strategies.
Job Responsibilities
- Lead external client relationship building to gain a deep and validated understanding of our clients? strategic objectives and pains.
- Lead internal relationship building to successfully partner within a matrixed organization, relying on internal subject matter experts and operational leaders to develop solutions meeting our clients? strategic objectives and pains.
- Perform objective account diagnostics and relationship analysis to ensure proactive address of retention risks and/or offering proactive innovation resulting in long-term client retention.
- Develop and manage account planning and execution strategies, annual account objectives development, thorough wiring plans, formalized client communications, client business review process, proposal development, client presentations, and contract negotiations?
- Identify growth opportunities and retention risks through the application of Aramark reporting and analysis tools.
- Be our client advocate within Aramark to proactively renew and extend contracts by developing long-term win-win value propositions with our client partners.
- Ensure client stakeholder(s) have wiring plans, meetings are scheduled and strategically executed throughout year, and documented.
- Lead the strategic account management process, ensuing key account meetings are held with region leadership each year.
- Develop an independent perspective on the strength of our partnerships through direct client engagement.
- Ensure delivery of client expectations within the contract portfolio.
- Lead RFP processes when current contracts expires or competitive bids arise within portfolio.
- Develop and lead our internal deal approval process to obtain company approval for rebids and/or vertical growth.
Qualifications
- BA/BS is required for this position. MBA preferred?
- A minimum of 5 years of account management or sales-related experience.
- Operational acumen and savvy, including technical understanding and financial proposal development.
- Experience with large clients selling complex services/solutions.
- Demonstrated?excellence in written and oral communication skills.
- Knowledge of all Microsoft Office applications.
- Experience with a CRM, specifically Salesforce, and other sales enablement tools strongly preferred.
- Effective multi-tasking in a high pressure, high reward environment.
Education
About Aramark
Our Mission
Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet.
At Aramark, we believe that every employee should enjoy equal employment opportunity and be free to participate in all aspects of the company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender, pregnancy, disability, sexual orientation, gender identity, genetic information, military status, protected veteran status or other characteristics protected by applicable law.
About Aramark
The people of Aramark proudly serve millions of guests every day through food and facilities in 15 countries around the world. Rooted in service and united by our purpose, we strive to do great things for each other, our partners, our communities, and our planet. We believe a career should develop your talents, fuel your passions, and empower your professional growth. So, no matter what you're pursuing - a new challenge, a sense of belonging, or just a great place to work - our focus is helping you reach your full potential. Learn more about working here at or connect with us on Facebook , Instagram and Twitter .
AramarkDirector of Client Success
Posted today
Job Viewed
Job Description
Clayton Services is searching for a Director of Client Success to join a thriving company in Austin, Texas. The Director of Client Success will build the infrastructure for client success across support and implementation for a startup SaaS company.
Job Type: Direct Hire
Pay Rate: $200,000-$250,000/year plus bonus
Benefits: Medical, dental, vision, 401k, PTO, and more.
Work Setting: Remote/Hybrid
Director of Client Success Responsibilities:
- Define and document the complete client engagement journey, spanning from pre-sales onboarding to long-term support and contract renewal.
- Create scalable standard operating procedures (SOPs), playbooks, escalation frameworks, and communication guidelines for implementation teams and non-bug-related technical support.
- Select, implement, and optimize CRM platforms, helpdesk solutions, and workflow tools to enable efficient operations and support future team growth.
- Establish structured "train-the-trainer” workflows that embed scalability and knowledge transfer into all areas of client success operations.
- Develop comprehensive hiring strategies, including role definitions, job descriptions, KPIs, and organizational structures for Support Managers, Implementation Managers, and Specialists.
- Act as the interim leader for all client-facing interactions, ensuring high-quality service and continuity during the initial build-out of the team.
- Lead the onboarding and training of the first 20+ hires across support, implementation, and client success functions, establishing a strong foundation for team performance and growth.
- Serve as a key representative in enterprise client onboarding sessions and high-level partnership negotiations alongside the executive team, ensuring alignment and long-term value creation.
- Lead the resolution of complex customer escalations with empathy, professionalism, and a solutions-oriented mindset, balancing client satisfaction with business integrity.
- Champion a culture of proactive, consultative client support rooted in clear communication, collaboration, and a commitment to exceptional service across all touchpoints.
- Other duties as assigned
Director of Client Success Skills and Abilities:
- Excellent communication and presentation skills
- Excellent customer service skills
- Excellent interpersonal skills
- Excellent process design and documentation skills
- Ability to lead a team and successfully manage strategic key accounts
- Extremely knowledgeable of the internal workflows and processes of SaaS companies
Director of Client Success Education and Experience:
- A minimum of 15+ years of experience in a business development and client success role at a SaaS company is required
- A minimum of a bachelor's degree is required; a master's degree is preferred
- Previous experience building support and onboarding teams is highly desired
- Previous experience working with oil and gas companies in the software business is highly desired
Director of Client Success - Immediate need. Apply today!
Director of Client Success (Austin)
Posted today
Job Viewed
Job Description
Clayton Services is searching for a Director of Client Success to join a thriving company in Austin, Texas. The Director of Client Success will build the infrastructure for client success across support and implementation for a startup SaaS company.
Job Type: Direct Hire
Pay Rate: $200,000-$250,000/year plus bonus
Benefits: Medical, dental, vision, 401k, PTO, and more.
Work Setting: Remote/Hybrid
Director of Client Success Responsibilities:
- Define and document the complete client engagement journey, spanning from pre-sales onboarding to long-term support and contract renewal.
- Create scalable standard operating procedures (SOPs), playbooks, escalation frameworks, and communication guidelines for implementation teams and non-bug-related technical support.
- Select, implement, and optimize CRM platforms, helpdesk solutions, and workflow tools to enable efficient operations and support future team growth.
- Establish structured train-the-trainer workflows that embed scalability and knowledge transfer into all areas of client success operations.
- Develop comprehensive hiring strategies, including role definitions, job descriptions, KPIs, and organizational structures for Support Managers, Implementation Managers, and Specialists.
- Act as the interim leader for all client-facing interactions, ensuring high-quality service and continuity during the initial build-out of the team.
- Lead the onboarding and training of the first 20+ hires across support, implementation, and client success functions, establishing a strong foundation for team performance and growth.
- Serve as a key representative in enterprise client onboarding sessions and high-level partnership negotiations alongside the executive team, ensuring alignment and long-term value creation.
- Lead the resolution of complex customer escalations with empathy, professionalism, and a solutions-oriented mindset, balancing client satisfaction with business integrity.
- Champion a culture of proactive, consultative client support rooted in clear communication, collaboration, and a commitment to exceptional service across all touchpoints.
- Other duties as assigned
Director of Client Success Skills and Abilities:
- Excellent communication and presentation skills
- Excellent customer service skills
- Excellent interpersonal skills
- Excellent process design and documentation skills
- Ability to lead a team and successfully manage strategic key accounts
- Extremely knowledgeable of the internal workflows and processes of SaaS companies
Director of Client Success Education and Experience:
- A minimum of 15+ years of experience in a business development and client success role at a SaaS company is required
- A minimum of a bachelor's degree is required; a master's degree is preferred
- Previous experience building support and onboarding teams is highly desired
- Previous experience working with oil and gas companies in the software business is highly desired
Director of Client Success - Immediate need. Apply today!
Director of Client Success - Healthcare RCM
Posted today
Job Viewed
Job Description
Location: On-site | Scottsdale, AZ
Experience: Current RCM Manager ready to step into a Director role
About XpertDox
XpertDox is a fast-growing healthcare AI company revolutionizing how hospitals and clinics handle medical coding. Our flagship product, XpertCoding, uses cutting-edge AI to extract CPT and ICD codes directly from physician notes—saving time, improving accuracy, and boosting revenue.
We’re a small but mighty team of smart, mission-driven individuals. Founded by two physicians, we know healthcare inside and out, and we're using technology to make it better for everyone.
We’re looking for a high-energy, detail-oriented Director of Client Success - Healthcare RCM to be the face of XpertDox for our customers. You'll be their trusted guide—onboarding them, answering their questions, solving problems, and helping them get the most from our platform.
This role is designed for a current RCM Manager who wants to grow into a Director-level position, leveraging their expertise in revenue cycle operations while also driving client success and satisfaction.
What You'll Do
- Build strong relationships with our hospital and clinic clients
- Onboard new customers and ensure a smooth experience
- Solve day-to-day questions and issues with confidence
- Track usage, engagement, and outcomes
- Collaborate with our tech and product teams to advocate for client needs
- Help clients unlock more value and expand their use of our platform
What We’re Looking For
- Experience as an RCM Manager (or equivalent) in a hospital, clinic, or health tech setting
- 1–5 years in customer success, account management, or sales
- Strong understanding of revenue cycle processes (billing, coding, collections)
- Excellent communication, follow-through, and problem-solving skills
- Self-starter with a positive attitude and team-first mindset
- Comfortable juggling multiple priorities in a fast-moving environment
What We Offer
- Competitive salary ($90k - $110k)
- High-impact role with real ownership
- Mentorship from physician-founders and a smart, driven team
- Startup energy with room to grow your skills and career
- A chance to make a difference in healthcare—every single day
Director of Client Success - Healthcare RCM
Posted today
Job Viewed
Job Description
XpertDox is a fast-growing healthcare AI company revolutionizing how hospitals and clinics handle medical coding. Our flagship product, XpertCoding, uses cutting-edge AI to extract CPT and ICD codes directly from physician notes—saving time, improving accuracy, and boosting revenue.
Founded by two physicians, we know healthcare inside and out, and we're using technology to make it better for everyone.
We’re looking for a high-energy, detail-oriented Director of Client Success - Healthcare RCM to be the face of XpertDox for our customers. You'll be their trusted guide—onboarding them, answering their questions, solving problems, and helping them get the most from our platform.
This role is designed for a current RCM Manager who wants to grow into a Director-level position, leveraging their expertise in revenue cycle operations while also driving client success and satisfaction.
Build strong relationships with our hospital and clinic clients
Onboard new customers and ensure a smooth experience
Help clients unlock more value and expand their use of our platform
Experience as an RCM Manager (or equivalent) in a hospital, clinic, or health tech setting
~1–5 years in customer success, account management, or sales
~ Strong understanding of revenue cycle processes (billing, coding, collections)
~ A chance to make a difference in healthcare—every single day
Director of Client Success - Healthcare RCM (Scottsdale)
Posted 1 day ago
Job Viewed
Job Description
Location: On-site | Scottsdale, AZ
Experience: Current RCM Manager ready to step into a Director role
About XpertDox
XpertDox is a fast-growing healthcare AI company revolutionizing how hospitals and clinics handle medical coding. Our flagship product, XpertCoding, uses cutting-edge AI to extract CPT and ICD codes directly from physician notessaving time, improving accuracy, and boosting revenue.
Were a small but mighty team of smart, mission-driven individuals. Founded by two physicians, we know healthcare inside and out, and we're using technology to make it better for everyone.
Were looking for a high-energy, detail-oriented Director of Client Success - Healthcare RCM to be the face of XpertDox for our customers. You'll be their trusted guideonboarding them, answering their questions, solving problems, and helping them get the most from our platform.
This role is designed for a current RCM Manager who wants to grow into a Director-level position, leveraging their expertise in revenue cycle operations while also driving client success and satisfaction.
What You'll Do
- Build strong relationships with our hospital and clinic clients
- Onboard new customers and ensure a smooth experience
- Solve day-to-day questions and issues with confidence
- Track usage, engagement, and outcomes
- Collaborate with our tech and product teams to advocate for client needs
- Help clients unlock more value and expand their use of our platform
What Were Looking For
- Experience as an RCM Manager (or equivalent) in a hospital, clinic, or health tech setting
- 15 years in customer success, account management, or sales
- Strong understanding of revenue cycle processes (billing, coding, collections)
- Excellent communication, follow-through, and problem-solving skills
- Self-starter with a positive attitude and team-first mindset
- Comfortable juggling multiple priorities in a fast-moving environment
What We Offer
- Competitive salary ($90k - $110k)
- High-impact role with real ownership
- Mentorship from physician-founders and a smart, driven team
- Startup energy with room to grow your skills and career
- A chance to make a difference in healthcareevery single day
Be The First To Know
About the latest Director of client success Jobs in United States !
Hospital Revenue Cycle Management - Strategic Director of Client Success
Posted 17 days ago
Job Viewed
Job Description
As the Strategic Director of Client Success , you will play a critical role in driving the success of our clients within the revenue cycle management sector. You will drive and inspire a large, dynamic team, fostering a culture of excellence, innovation, and continuous improvement.
To be considered for this role, revenue cycle experience in a hospital setting is required. Additionally, familiarity with Epic, Cerner, and Altera is preferred.
You will leverage your expertise to build exceptional cross-functional relationships, manage large-scale client success initiatives, and deploy strategic plans that deliver measurable outcomes. Your ability to evaluate data, drive performance, and spearhead transformative initiatives will be pivotal to the organization’s continued growth and success.
Ability to travel 20% - 30% is required.
What We Are Looking For:
We are seeking a seasoned manager with exceptional strategic planning skills and the ability to inspire teams to reach new heights. You will have a proven track record in healthcare revenue cycle management, experience in managing mid-size to large health system (including hospital) client success initiatives, and a deep knowledge of consultative sales strategies. You should be adept at building effective cross-functional relationships, leading transformations, and utilizing data-driven insights to drive continuous improvement.
What Their Impact Will Be:
- Guide and motivate a high-performing client success team to achieve company goals.
- Develop and execute innovative strategies that drive client satisfaction, retention, and growth.
- Oversee and enhance client relationships, ensuring a seamless and impactful client experience.
- Drive significant consultative sales efforts, renewals, and strategic upsell opportunities.
- Utilize advanced data analysis to monitor performance, identify trends, and make strategic recommendations.
- Partner cross-functionally to influence and shape the company’s overall client success strategy.
- Provide thought leadership and direction for the creation of educational marketing content.
Preferred Qualifications:
- Bachelor’s degree in Healthcare Administration, Business, or a related field; MBA or MHA preferred.
- At least one professional certification such as CRCR, EHRC, CHFP, CMPE, etc.
- 15+ years of experience in client success or account management in revenue cycle management, with significant experience in a senior leadership role.
- Extensive experience in developing and executing client success strategies that drive company-wide impact.
- Demonstrated ability to manage and grow a high-performing client success organization.
- Proven success in driving significant consultative sales efforts and upsell opportunities.
- Extensive experience in leading and helping consultative sales efforts and strategic upsells.
What We Offer:
- Comprehensive Medical, Dental, and Vision benefits starting from your first day of employment.
- Employee stock ownership and RRSP/401k matching programs.
- Lifestyle rewards.
- Paid time off
- Remote work opportunities and more!
About Harris Computer:
Harris provides mission critical software solutions for the Public Sector, Healthcare, Utilities and Private Sector verticals throughout North America, Europe, Asia and Australia. Working for Harris is the perfect opportunity to fulfill your professional goals as well as achieve your personal dreams! Our employees enjoy a casual work environment that offers comfort while providing superior service to our customers. We offer a comprehensive benefit package as well as other additional “Perks”!
- We empower our employees to make a difference
- We have an award-winning culture
- We offer opportunity to learn
- We are financially strong and we are owned by the largest software company in Canada (CSI)
- We have fun!
Follow us on social media to learn more about our company values, culture and initiatives!
- Instagram: @weareharris
- LinkedIn: Harris Computer
Account Management - Sales
Posted today
Job Viewed
Job Description
Location: Racine, WI
Compensation: $70,000 – $90,000 annually, based on experience.
Why Join TriCore?
At TriCore, we help power innovation. We’re an engineering and automation firm supporting the food, beverage, dairy, and life sciences industries with cutting-edge automation and controls integration solutions.
We’re looking for someone ready to grow. If you’ve spent a few years in inside sales and want the chance to learn from senior engineers and business development leaders, this is your opportunity. You’ll get hands-on mentorship, exposure to technical automation projects, and the tools to build a long-term career in a growing industry.
What You’ll Do:
You’ll join our sales team as a Client Solutions Architect, working closely with senior team members to develop proposals, support client needs, and learn the technical side of automation solutions. No worries if you don’t know everything on day one — we’ll train you.
Key Responsibilities:
- Learn & Grow
- Receive mentorship through a strong onboarding program and colleagues on our sales team
- Build technical knowledge of automation systems and industrial environments.
- Proposal Support
- Assist in creating proposals, pricing, and scopes of work for industrial automation projects.
- Gather and organize technical details needed to prepare accurate project quotes.
- Sales Collaboration
- Support senior sales calls and client presentations.
- Learn how to translate client needs into tailored solutions.
- Track opportunities and help manage communications using CRM tools.
- Process Development
- Help improve proposal templates and streamline quoting processes.
- Learn to coordinate across sales, engineering, and customer success teams.
What We’re Looking For:
This role is ideal for someone with 2–3 years of inside sales experience who’s eager to develop technical knowledge and grow into a more senior solutions or business development role.
Qualifications:
- Associate’s degree required; Bachelor’s preferred
- 2+ years of inside sales or sales support experience
- Interest in automation, industrial systems, or technology is a plus (we’ll teach you!)
- CRM or proposal-writing experience is helpful but not required
Skills That Set You Apart:
- Strong organizational skills and attention to detail
- Great communicator — comfortable speaking with clients and team members
- Eager to learn technical concepts and apply them in real-world solutions
- Proficient with Microsoft Office (Word and Excel especially)
- Self-starter who thrives in a team-oriented, fast-paced environment
Benefits & Perks:
- Hybrid schedule: 2–3 days per week in-office
- 401(k) with generous employer match
- Health, dental, and vision insurance with employer contributions
- Unlimited PTO + paid holidays
- Short- and long-term disability options
- Laptop and equipment provided
- Professional development and mentorship opportunities
Alternate Job Titles:
- Junior Solutions Architect
- Inside Sales Support Specialist
- Proposal Coordinator – Automation
- Technical Sales Development Representative
Keywords for Visibility:
Automation sales, industrial controls, inside sales engineer, client solutions, proposal development, CRM, control systems, technical account manager, automation projects, sales support, industrial sales, food and beverage automation, inside sales specialist, engineering support, PLC, HMI, SCADA proposals, project estimator, industrial systems, engineered solutions, automation careers.
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Account Management - Sales
Posted today
Job Viewed
Job Description
Location: Melbourne, FL 32901
Compensation: $70,000 – $90,000 annually, based on experience.
Why Join TriCore?
At TriCore, we help power innovation. We’re an engineering and automation firm supporting the food, beverage, dairy, and life sciences industries with cutting-edge automation and controls integration solutions.
We’re looking for someone ready to grow. If you’ve spent a few years in inside sales and want the chance to learn from senior engineers and business development leaders, this is your opportunity. You’ll get hands-on mentorship, exposure to technical automation projects, and the tools to build a long-term career in a growing industry.
What You’ll Do:
You’ll join our sales team as a Client Solutions Architect, working closely with senior team members to develop proposals, support client needs, and learn the technical side of automation solutions. No worries if you don’t know everything on day one — we’ll train you.
Key Responsibilities:
- Learn & Grow
- Receive mentorship through a strong onboarding program and colleagues on our sales team
- Build technical knowledge of automation systems and industrial environments.
- Proposal Support
- Assist in creating proposals, pricing, and scopes of work for industrial automation projects.
- Gather and organize technical details needed to prepare accurate project quotes.
- Sales Collaboration
- Support senior sales calls and client presentations.
- Learn how to translate client needs into tailored solutions.
- Track opportunities and help manage communications using CRM tools.
- Process Development
- Help improve proposal templates and streamline quoting processes.
- Learn to coordinate across sales, engineering, and customer success teams.
What We’re Looking For:
This role is ideal for someone with 2–3 years of inside sales experience who’s eager to develop technical knowledge and grow into a more senior solutions or business development role.
Qualifications:
- Associate’s degree required; Bachelor’s preferred
- 2+ years of inside sales or sales support experience
- Interest in automation, industrial systems, or technology is a plus (we’ll teach you!)
- CRM or proposal-writing experience is helpful but not required
Skills That Set You Apart:
- Strong organizational skills and attention to detail
- Great communicator — comfortable speaking with clients and team members
- Eager to learn technical concepts and apply them in real-world solutions
- Proficient with Microsoft Office (Word and Excel especially)
- Self-starter who thrives in a team-oriented, fast-paced environment
Benefits & Perks:
- Hybrid schedule: 2–3 days per week in-office
- 401(k) with generous employer match
- Health, dental, and vision insurance with employer contributions
- Unlimited PTO + paid holidays
- Short- and long-term disability options
- Laptop and equipment provided
- Professional development and mentorship opportunities
Alternate Job Titles:
- Junior Solutions Architect
- Inside Sales Support Specialist
- Proposal Coordinator – Automation
- Technical Sales Development Representative
Keywords for Visibility:
Automation sales, industrial controls, inside sales engineer, client solutions, proposal development, CRM, control systems, technical account manager, automation projects, sales support, industrial sales, food and beverage automation, inside sales specialist, engineering support, PLC, HMI, SCADA proposals, project estimator, industrial systems, engineered solutions, automation careers.
We are proud to be an equal opportunity employer. We provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.