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Client Engagement Specialist
2 months ago
Company Overview:
Blue Orange Digital is a cloud-based data transformation and predictive analytics development firm.
We assist a diverse range of organizations, from emerging startups to established Fortune 500 companies, in navigating their business challenges through advanced data analytics techniques, visualizations, and AI/ML solutions.
Our foundation is built by engineers who are passionate about technology and data analysis, fostering a culture where every team member contributes significantly to the company's growth.Position Overview:
We are looking for a proactive and dedicated Client Engagement Specialist to join our team.
This position entails managing and nurturing our existing client accounts, ensuring exceptional client satisfaction and retention, while also identifying opportunities for expanding our services through new business channels.
The ideal candidate will possess strategic thinking skills, a robust background in client relations, and a comprehensive understanding of the technology-driven professional services sector.
This role will report to the Director of Client Engagement and will work closely with Blue Orange technical engineering leads and program managers to deliver outstanding project, implementation, and embedded team services.
Responsibilities:
Client Relationship Management:
Oversee comprehensive client relationships and act as the primary liaison for a segment of the Blue Orange client portfolio, cultivating enduring relationships to ensure high satisfaction levels.
Serve as a trusted advisor, aligning all initiatives with the client's business strategy and objectives to maximize the value derived from Blue Orange's professional services.
Conduct regular interactions, including monthly check-ins and quarterly business reviews, to drive service adoption and enhance usage.Account Management and Growth:
Manage account activities with a focus on retention, adoption, and growth. Be the voice of the customer, advocating for their needs to enhance their experience and value.
Adopt a high-touch engagement model, identifying service improvement opportunities and managing expectations to ensure exceptional service delivery.
Collaborate closely with sales teams to identify and pursue upsell and cross-sell opportunities, aligning efforts to create customer value.
Business Development:
Work in tandem with sales and sales engineering team members to proactively seek new business opportunities, from inception through to closure and onboarding.
Prepare and develop contracts (SOW, MSA, RFP) and other necessary documentation for clients.
Operational and Strategic Execution:
Monitor and report to Client Engagement and Sales leadership on client engagement and sentiment.
Track, report, and benchmark customer adoption activities, ensuring visibility and success of initiatives to Client Engagement leadership and Executive Sponsors.
Manage multiple accounts simultaneously, prioritizing effectively to meet strategic objectives.Address user queries and technical issues, coordinating with consulting teams and engaging cross-functional groups as necessary.
Maintain and manage client-specific business requirements, effectively communicating these requirements with internal technology teams.
Performance and Results Measurement:
Regularly report to Client Engagement and Sales leadership on client account health by identifying adoption opportunities and retention risks, aligning internal teams around customer success strategies.
Conduct account audits and business reviews with key customer accounts to assess needs and deliver continuous value, ensuring timely implementation and high customer satisfaction.
AdditionalResponsibilities:
And other tasks as directed by the Director of Client Engagement.
Requirements:
Bachelor's degree in Business Administration, Communications, Computer Science, Information Technology, or a related field.
4-6 years of experience in client engagement, account management, or a related field, within a technology, professional services, consultancy, or similar industry.
Proven track record of managing accounts and achieving customer satisfaction and retention goals.Strong understanding of data analytics, machine learning, and AI technologies.
Excellent communication, interpersonal, and presentation skills.
Proven ability to manage multiple client engagements effectively and negotiate win-win solutions.
Strong analytical skills and a results-driven approach to problem-solving.
Experience with CRM software and customer service platforms.
Unafraid to roll up sleeves to "get the job done."
Ability to quickly establish rapport with customers and address their concerns.
Passion for business and a desire to improve the status quo – always seeking ways to delight the client and add value to accounts.
Preferred qualifications:
Prior experience and ease with Hubspot.
Project management skills, capable of managing multiple projects simultaneously under tight deadlines.
High level of empathy and a customer-centric mindset.
Certified Customer Experience Professional (CCXP), Certified Associate in Project Management (CAPM), Project Management Professional (PMP).
Benefits:
401k Matching
Unlimited PTO
Remote work options with a hybrid model
Healthcare, Dental, Vision, and Life Insurance
Paid parental/bereavement leave
Cell phone/internet reimbursement
Home office stipend
Salary:
$80k - 100k (plus commission for On-Target Earnings (OTE) of roughly $155-$165K)
Blue Orange Digital is an equal-opportunity employer.
Background checks may be required for certain positions/projects.
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