glassdoor sales-marketing customer success representative

Customer Success Representative


Customer Success Representative Central Region
Remote-Home Office (available hours during central time zone from 8 am - 5 pm)

The Customer Success Representative (CSR) is responsible for the growth and success of an assigned list of existing customers. You enjoy being a trusted advisor to current key customers to provide guidance and solutions for solving their business challenges using our suite of products and solutions. Utilizing the Customer Centric Selling model framework, you will work strategically with customers to identify objectives and action plans. You will assist in the development and execution of growth through cross-selling and upselling activities that drive customer satisfaction and create greater share of wallet within each assigned account.

Your responsibilities will include:

• Using Tableau, Salesforce.com, and lists of newly certified individuals that are part of existing customer accounts to generate growth opportunities.

• Executing against marketing generation demand to qualify and establish customer loyalty and satisfaction, from the inbound leads coming into their region to existing customers.

• Focusing on increasing sales and setting up appointments for the RSCs through outbound dials and emails for larger sales opportunities with existing customers through active relationship development and account management practices.

• Updating customer data daily in ERP and SFA systems with contact information and activity to ensure data and reports are accurate. Link communications and transactional data to ensure all enterprise-wide transactions are known to internal stakeholders.

• Working with Inside Sales Manager & Vice President, US Sales to ensure successful account coverage as required.

• Learning and executing Customer Centric Selling processes to generate new sales opportunities by focusing on qualifying potential growth within established customer base.

• Strategizing with assigned Regional Sales Consultant through weekly forecasting calls to generate account growth opportunities.

• Facilitating discussions with established customers to obtain senior level executive contacts and identify business needs.

• Leveraging sales enablement tools (Tableau, LinkedIn Sales Navigator, etc.) to gain insights of trends within customer base to determine strategy for account planning of the existing customer base.

• Qualifying new opportunities primarily through calls and emails from established customers to leverage connections for reach into higher level executives within the organization, resulting in a scheduled appointment for RSC for larger sales opportunities.

• Customizing communications and activities to support customer relationships and recommend solutions based on customer needs.

• Establishing and maintaining appropriate contact levels for each prospect/lead pipeline.

• Active participation at Regional Revenue Strategy Meetings, bi-weekly check meetings with broader team and other departmental meetings is required.

• Learning and executing proven sales methodologies such as Customer Centric Selling, Challenger and SPIN selling to generate new sales opportunities.

• Maintaining and managing a pipeline of interested prospects.

• Collaborating and strategizing with Regional Sales Consultant (RSC) to identify product and service opportunities with the existing customer base.

• Scheduling a minimum of 10 appointments for assigned RSC per week, 40 per month, in accord with the key performance indicators, (KPIs)

• Maintaining an outbound call cadence of a minimum of 40 outbound dials per day (KPI)

• Documenting a minimum of 40 emails per day as documented in Salesforce.com (KPI)

Your Professional Experience Includes:

• Proven track record of closing sales to meet/exceed quota in a farming capacity, focused on upselling and cross-selling existing customer base;
• 2+ years inside sales or related market/business experience
• Prior experience successfully working in metrics driven environment
• 2-4 years of internal sales experience ideal; commission-based work a plus.
• Experience with ERP systems, Salesforce.com and Excel report creation and analysis.
• Intermediate math competency; strong analytical skills
• Excellent written and verbal communication skills
• Ability to multi-task, prioritize, and manage time effectively
• Demonstrated ability to learn and adopt successful sales techniques
• AA or 2 years of college experience

Consider joining us: Theres never been a better time to do your lifes best work!
About The Myers-Briggs Company:

As a B Corp, our culture is mission driven and formalizes what has been our historic practice of taking all stakeholders into account including employees, customers and the environment into in order to make a positive difference. We have a culture that is emotionally intelligent, aligned, results-focused, cross-functional, and committed to the professional development of all employees.

Our organizations job is to help people development professionals be better and, in turn, help their companies employees flourish. While were best known for our organizational development products like the Myers-Briggs® (MBTI®) assessment, we are a group of professionals who provide expertise in the talent management industry. We offer solutions to help improve organizational performance and address whatever challenges businesses and professionals face from team building, leadership, coaching, and conflict management to career development, selection, and retention. Perhaps this is why millions of individuals in more than 170 countries use our products each year. These include people from Fortune 500 companies to businesses of all sizes, as well as educators, government agencies, and training and development consultants.

Working here gives you the opportunity to make a positive difference, be accountable, experience genuine respect from your colleagues and peers, and feel valued and supported. We work to create an environment that fosters excellence and encourages employees to contribute, learn, and grow throughout their career.

Our company is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identify, age, status as a protected veteran, or status as a qualified individual with disability. (EEO Employer/Vet/Disabled)

If you would like to make a significant contribution to our growth, while working with others who are passionate about our solutions and mission, please apply online today!

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