Portfolio Development Specialist
3 days ago
The Portfolio Development Specialist will serve as the primary business contact for clients, responsible for client satisfaction of the portfolio. This role involves consistently providing excellent customer service, promoting the Kastle value proposition, and representing client needs within the organization to ensure quality.
Key Responsibilities
- Builds and maintains strong relationships with customers, ensuring their security and facilities needs are met.
- Acts as the client's advocate within Kastle, ensuring all aspects of our services are delivered as expected, developing a deep understanding of clients' security and facilities needs, and providing advice on Kastle-centric and industry best practices.
- Responds to client inquiries, addressing needs as the primary point-of-contact for support, coordinates responses related to areas outside of primary responsibilities, and travels to client sites for training, installation support, quarterly check-ins, and to meet client needs as they arise.
- Analyzes customers' usage of our service, identifying opportunities for growth and improvement.
- Fosters cross-functional relationships with Business Development Managers, Project Managers, Field Service technicians, the Client Services team, and the Kastle Operations Center to ensure an exceptional experience for clients with all aspects of their Kastle experience.
Requirements
- Bachelor's degree preferred.
- 2-4 years of Account Management/Customer Success Management experience.
- Excellent communication and interpersonal skills.
- Technical competence (understanding of software, hardware, networks).
- Detail oriented, motivated, persistent, and a skilled negotiator.
- High level of initiative, self-directed, and works well in a team environment.
- Experience training customers on the use of technology.
- Experience navigating through complex sets of legacy and current technology platforms.
Salary Range: $60,000 - $80,000 per year.
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