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Customer Success Specialist

2 months ago

Lexington, Kentucky, United States Paul Davis Company Owned Store Full time

Are you looking to make a significant impact within your community while being part of a diverse and inclusive organization? Join the Paul Davis Team as a Client Success Manager and contribute to a dynamic and expanding industry that supports your personal and professional growth.

Compensation: $65,000 - $75,000 per year

The Client Success Manager plays a crucial role in fostering and sustaining relationships with key stakeholders and accounts to enhance commercial operations. This position focuses on three primary objectives: elevating the visibility of the Paul Davis brand, advocating for our services, and cultivating industry connections.

  • Benefits:
  • Comprehensive Medical, Dental, Vision & 401(k) plans
  • Maternity, Paternity & Adoption Leave
  • Paid Holidays, Vacation & Sick Days
  • Company Cell Phone
  • Opportunities for Advancement

Key Responsibilities:

  • Compile a current directory of property and facility managers within commercial properties
  • Engage in outreach to potential businesses through emails, phone calls, and in-person meetings
  • Conduct B2B sales targeting clients in the commercial property sector who require restoration services
  • Arrange face-to-face meetings with prospective commercial accounts
  • Enhance and maintain existing commercial relationships
  • Document and track weekly activities and scheduled meetings
  • Develop and implement sales policies, principles, and procedures
  • Maintain a log of commercial client contacts and sales pipeline
  • Analyze market conditions to inform sales strategies
  • Coordinate and promote company events related to marketing, including:
    • Continuing Education classes
    • Commercial Seminars
    • Lunch and Learn sessions for Insurance Professionals
    • Trade Shows
    • Community Engagement Events
  • Assist with documentation for significant projects
  • Track sales data within our primary operating system
  • Collaborate with Regional Marketing Managers to promote local office initiatives
  • Conduct market research and support lead generation efforts
  • Participate in team meetings and training sessions
  • Attend conferences and relevant trade shows

Required Skills and Qualifications:

  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint, SharePoint, OneDrive)
  • Experience with CRM systems
  • Strong customer service and administrative skills
  • Effective time management and organizational skills
  • Proficient in conducting meetings
  • Sales aptitude
  • Self-motivated and assertive
  • Ability to learn and utilize primary operating systems: RMS, SalesForce
  • Capable of coordinating marketing events from inception to completion
  • Strong communication skills for customer interactions
  • Ability to operate standard office equipment
  • Capacity to work independently
  • Maintain a clean background and driving record
  • Ability to operate a company vehicle safely
  • Uphold confidentiality standards
  • Adhere to Paul Davis Values, Vision, Mission, and Service Principles

Education and Experience:

  • High school diploma or GED required
  • Minimum of two years in an outside sales (B2B) role
  • At least one year in a customer service position

Preferred Qualifications:

  • Associate or Bachelor's degree in Marketing, Business, or a related field
  • Experience in the restoration, construction, or insurance sectors

Physical Requirements:

  • Ability to remain stationary for up to 50% of the time
  • Must be able to sit for extended periods during business development activities
  • Occasional movement within the office and client locations
  • Frequent use of computers and office machinery
  • Ability to communicate effectively with clients in person and over the phone
  • Ability to stand for prolonged periods
  • Occasional lifting of up to 10 lbs

Work Environment:
The role primarily involves indoor work, with exposure to standard office conditions. Occasional outdoor work may be required for job sites and events.

Travel Requirements:
Local travel may be necessary based on job responsibilities, potentially up to 70%.

Equal Opportunity Employment:
Paul Davis Restoration is committed to providing equal employment opportunities to all individuals, regardless of race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.

Please note that this job description is not exhaustive and may be subject to change based on the needs of the organization.