Client Success Specialist

Scope of the Role

The Client Success Specialist is responsible for supporting the Client Success team activities, specifically generating ideas for revenue growth, creating presentations, sourcing and merchandising products. Ideally, the CSS helps the Client Success team grow their business and provide a top-notch client experience.

Primary Responsibilities

• Collaborate with the Client Success Executive and/or Client Success Director on ways to increase revenue.
• Create solutions based on client needs, to include researching product and service information from suppliers, including costs, availability, and delivery schedule for designated accounts.
• Follow trends in the marketplace to best develop creative merchandise solutions.
• Manage projects within the Client Success team, coordinating multiple stakeholder groups to develop and execute deliverables.
• Participate in sales/supplier/client meetings to increase product and solutions knowledge.
• Create and design artwork for client orders and develop client proposals and presentations on an as needed basis in Adobe Illustrator and PowerPoint.
• Be people-oriented, client-focused, and assertive in developing client and supplier relationships.

Education & Training Requirements

• 2-3 years of B2B sales, inside sales or sales support experience.

• Experience in promotional products, PR, marketing services a plus.

• Familiarity with CRM systems such as NetSuite, Salesforce, Zoho etc.

• Microsoft Office proficiency required.

• Bachelor’s degree preferred but applicable experience will be considered.

Competencies of the Role

The knowledge and abilities that help differentiate superior performance from average performance.

Summit Competencies:

• Communication ­– listening to others and communicating in an effective manner, organizing and delivering information appropriately.
• Creativity – developing fresh ideas that provide solutions to all types of business challenges.
• Client-focused – building and maintaining excellent service to internal and external clients, always keeping the customer experience in mind.
• Initiative – identifying solutions without being prompted to do so, taking initiative, and moving forward without hesitation.
• Results-driven – focusing on results and desired outcomes and how best to achieve them, maintaining a personal sense of ownership and accountability.
• Teamwork – promoting cooperation and commitment within a team, to achieve common goals.

Role Competencies:

• Problem-solving – applying critical thought and insight to make sense of the issue and recommend a solution that shows excellent analytical and problem-solving skills.
• Relationship-building – building constructive working relationships (internal and external) by fostering a high level of acceptance, cooperation, and mutual respect.
• Independent Action – taking strong initiative, exercised with an ability to use responsible decision-making and work collaboratively across all functional areas of Summit.
• Calm under Pressure – Remaining calm in stressful situations and handling confrontational situations with diplomacy, sound judgement, and professionalism.
• Attention to Detail – Managing multiple projects simultaneously, while maintaining superior attention to detail.