Job Description

We are currently looking for a Client Success Lead to join our 1840 & Company team. The individual has to be a go-getter who welcomes the challenge of meeting the needs of a growing business. You will have the opportunity to work in a fast-paced, creative environment and will directly contribute to Client Success.

The Client Success Lead is a role that is responsible for a territory of selected regional and global client accounts within the financial and professional services space. The key focus of the role is to provide day-to-day account management, timely query support as well as support in the implementation of strategic client objectives.

Working through the named list of existing clients, the CSL is expected to work closely with the Cross-Functional Teams to expand the value of our current partnerships by further entrenching our data and analysis with current and new users. This will be done by supporting research queries, new user registration, running training, arranging marketing campaigns, and recommending new solutions.

When engaging with our clients, the CSL is expected to understand why clients use and need our information and are able to recommend the services best fit their needs, which may include expanding their current subscription or engaging with our Consulting team.

The CSL will be tasked to leverage CRM tools, technical support, and industry research teams as necessary in helping client needs.

Key Responsibilities

• Being a part of the account management group; understanding and contributing to the account development strategy; supporting the growth objectives in every interaction with the customers
• Commercial lead generation by running marketing campaigns, expanding user base, and proactively communicating with our customer base
• Client support in day-to-day inbound email and call queries
• Resolving research queries and coordinating with research via a research support system
• Identifying new users and supporting in registration and onboarding
• Setting up an annual engagement plan and regularly scheduled training sessions for each client account
• Resolving IT technical issues and ensuring secure SSO access methods are well implemented.

Product Knowledge

• Understand and succinctly explain all of 1840 & Company solutions as well as consulting capabilities, identifying items that can be strategized on with your Regional Client Consultant partner.
• Understanding client organization.
• Build relationships and create a deeper network inside client organizations with consistent and proactive dialogue with end-users, influencers, and decision-makers.
• Frequently challenge clients to constructively broaden their perspective and consider other 1840 & Company solutions
• Generate new business /upsell leads by recommending new products and solutions in every interaction with users
• Keeping an eye out on users in new departments and teams previously not sold to
• Updating the client organization chart on a regular basis

Skills / Proficiencies required

• You should be an excellent relationship builder who has fantastic questioning and listening skills and who is not afraid to challenge your clients
• Goal-oriented and consistently meeting KPIs
• Comfortable interacting with executives within various levels and functions
• Highly organized with excellent time management, managing numerous contacts including scheduling, follow-up, and establishing frequent points of interaction.
• Strong communication, negotiation, numeracy, and diplomacy skills
• Ability to use CRM tools effectively
• Knowledge of consumer market trends and dynamics
• Ability to effectively collaborate with internal colleagues
• Excellent Communication Skills in English (both Written & Verbal).

Requirements

• Excellent communication skills
• Must have a laptop or desktop which meets the minimum qualifications (which connects via LAN or Ethernet cable):
• Processor:

• Core i5 or higher
• RAM - 8GB or higher
• High-Speed Internet Access / Bandwidth Requirements Minimum:

• Download Speed: at least 10 Mbps
• Upload Speed: at least 10 Mbps
• Must have a corded headset / Webcam and a Backup device for outages.
• Must have a quiet, private place in your home where you can work without background noise.
• Must be proficient in Computer Literacy.

Benefits

• Work from home
• Access to diverse projects
• Opportunities for professional growth
• Collaboration with diverse teams
• No commute time
• No dress code (unless therexe2x80x99s a meeting!)
• Eco-friendly work lifestyle
• Exposure to a multicultural team
• Potential for long-term engagement
• Improved work-life balance

About 1840 & Company

1840 & Company is a global leader in Business Process Outsourcing (BPO) and remote talent solutions, dedicated to propelling businesses forward through our comprehensive suite of services. We specialize in connecting companies with world-class freelance professionals and delivering top-tier outsourcing services, across over 150 countries worldwide.

Our mission is to empower growth for forward-thinking businesses, seamlessly bridging any skill or resource gaps with our expertly vetted talent pool. We firmly believe in fostering an environment where exceptional individuals can achieve an optimal work-life balance, working remotely from any location, while maximizing their professional growth and earning potential.

We are headquartered in Overland Park, KS, USA with service delivery facilities in the Philippines, India, Ukraine, South Africa and Argentina. We invite you to explore the opportunities we offer and consider joining our exclusive network of global freelance talent. Visit to learn more about us. To explore a wealth of career opportunities and find a role that suits your unique skills and aspirations, please visit our dedicated jobs portal at .

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