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Thread HCM · 1 month ago

Customer Success Representative (Sales)

12640 Crabapple Road, Alpharetta, GA, USA

Full-time

Onsite

New Grad, Entry Level

Thread HCM is seeking a Customer Success Representative to enhance their inside sales organization. This role focuses on creating an excellent experience for clients and prospects, ensuring high client retention, and coordinating with sales and operations.

ConsultingHuman ResourcesOffice AdministrationSaaSSoftware

Growth Opportunities

Responsibilities

Partner Success - Call current clients during Anniversary month to review services and identify opportunities for upsell. During service review, identifying areas for improvement on current offerings and working with service to see those through to completion. Work with COIs of current clients to also solicit new clients to Thread

Client Retention - Periodically meet with clients to identify gaps in their systems and ensure they have access to the latest services and products Thread offers

Building Partner/Center of Influence Network - Once you meet with current clients that have partners (ben brokers, CPAs, financial advisors that aren't currently worked by outside sales reps), this position will engage those partners to begin referral relationship

Sales/Operational Alignment - Meet with the Ops team to roll out monthly incentive programs for employee referrals that support the current sales goals

Qualification

Client relationship managementInterpersonal skillsOrganizational skillsProblem-solvingLeadership experienceCommunication skillsAttention to detailSelf-starter

Required

Bachelor's degree (preferred)

Be a Winner - A demonstrated history of achievement throughout various stages of life

Be a Leader – Past experience in formal leadership positions within social or professional organizations

Best in class phone and interpersonal skills

Self-starter with exceptional organizational skills that can handle gathering and organizing high volumes of information under the pressure of multiple overlapping deadlines

Can pass an extensive background check (Criminal, MVR)

Very detailed oriented with strong numerical perception skills

Ability to adapt to a fast paced continually changing business and work environment while managing multiple priorities

Demonstrated ability to resolve issues and maintain strong client relationship skills

Focused on finding a solution because there is always a way to get it done!

Strong written and oral communication