Leading EDJE · 1 month ago
Client Success Specialist
Dublin, OH, United States
Full-time
Hybrid
Mid Level
$85K/yr - $105K/yr
3+ years expLeading EDJE is seeking a tech-savvy, relationship-driven Client Success Specialist to partner directly with their Chief Strategy Officer. The role involves managing operations, engaging with clients, and collaborating across teams to drive strategic growth and support client engagements.
Information Technology & Services
Responsibilities
Manage the CSO’s calendar, meetings, and travel efficiently
Organize and maintain client-facing materials, SOWs, sales presentations, and reports
Stay on top of key deliverables, deadlines, and CRM updates (Salesforce or HubSpot)
Run reports, track extensions, and maintain data hygiene in CRM systems
Attend client meetings to capture notes, action items, and follow-ups
Support client onboarding, engagement, and experience initiatives
Serve as a trusted point of contact between clients, marketing, and delivery teams
Farm accounts, track interactions, and help advance B2B sales opportunities
Collaborate with Sales, Marketing, and Delivery to support strategic initiatives
Ensure the sales pipeline is accurate and actionable through CRM management and reporting
Assist in planning and executing quarterly business reviews, revenue meetings, and team sessions
Contribute to high-completion, high-impact follow-through across all projects and engagements
Qualification
Required
3+ years of experience in sales support, executive assistance, or related roles — ideally in a B2B tech or consulting environment
Solid understanding of technology and sales cycles; able to grasp technical concepts quickly
Exceptional organization skills, detail-oriented, and able to prioritize in a fast-paced environment
Experience with Microsoft Office, Google Workspace, and CRM platforms (Salesforce, HubSpot)
Strong communication skills, polished and personable, with the ability to add value in client-facing situations
Self-starter with a high 'say-do' ratio; thrives on executing and following through
Preferred
Experience supporting C-level executives in high-growth, fast-paced teams
Familiarity with proposals, RFPs, and sales enablement tools
Previous exposure to B2B sales strategy or client relationship management
Experience in a consulting environment with tech-focused solutions
Benefits
Bonus-eligible
Company
Leading EDJE
At Leading EDJE, we stand firmly on the conviction that technology represents the most powerful tool for transforming businesses and unlocking human potential.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joelle Brock
President & CEO
Wendy Ivany
Chief Growth Officer
Company data provided by crunchbase