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United Direct Solutions · 1 day ago

Client Success Manager

Louisville, KY, US

Full-time

Hybrid

Senior Level

5+ years exp

United Direct Solutions is looking for a new Client Success Manager to join their team. The role involves nurturing and growing existing accounts, analyzing client needs, and collaborating with internal teams to deliver solutions while building strong relationships with clients.

AdvertisingBillingDigital MarketingDirect MarketingEmail

Responsibilities

Generates revenue by building relationships with assigned clients

Accomplish this by assessing client needs, understanding and interpreting technical requirements, providing technical information, and developing new relationships within the account

Identify opportunities for client retention, renewals, and up-sale

Identify automation opportunities and partner with internal team to discuss best options

Remain knowledgeable about customers’ business practices and functions and understand the relationship between company products/services and the appropriate needs for clients

Communicate and coordinate with internal teams to deliver solutions

Stay up-to-date with product launches and provide support to clients and the sales team

Ensure clients derive maximum value from our services by identifying new efficiencies with the Development team

Maintains CRM with notes, demos and necessary information for all assigned clients

Utilizes the Marketing Automation platform to communicate with clients

Maintains and improves quality results by following standards and recommending improved policies and procedures

Updates job knowledge by studying new product descriptions and participating in educational opportunities

Accomplishes department and organization goals by accepting ownership for accomplishing new and different requests

Assesses competitors by analyzing and summarizing competitor information and trends and identifying sales opportunities

Prepare and deliver effective client presentations and Quarterly Business Reviews

Manage multiple accounts; develop positive working relationships with all customer touch points

Schedule and lead postproduction lessons learned meetings

Lead efforts with requested NDA, MSA, SOW, Contracts and Pricing

Schedule and lead lunch/dinner outings with client

Schedule and lead event outings with client

Track revenue and growth through weekly / monthly / quarterly / annual analysis

Preserve customers and renew contracts

Present demos on United Direct Solution services

Schedule and facilitate facility tours (Louisville & Cincinnati)

In state and out of state travel required

Qualification

Client relationship managementSales strategiesPrintMail industryMicrosoft OfficeMarketing AutomationVerbal skillsWritten skillsProblem-solvingPresentation skills

Required

Bachelor's Degree plus five or more years of experience in sales or client services area; or equivalent combination of education and experience

Strong written and verbal skills

Ability to translate complex concepts and processes into simple stories

Experience in print, mail, graphic arts industry

Experience working directly with clients

Understanding of basic marketing and sales strategies

Proficient in Microsoft Office, with emphases on Excel, Word, and Outlook

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations

Ability to write reports, business correspondence, and procedure manuals

Ability to effectively present information and respond to questions from groups of managers, co-workers, clients, and the public

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form

Ability to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear

Ability to stand and walk

Specific vision abilities required include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus