Client Engagement Specialist

About the Team

B2B and Operations provides services, solutions and support to a wide range of customers including financial institutions, corporations, universities, government agencies, executives and business professionals.

About the Role

The Client Engagement Specialist (CES) manages all renewal aspects of the relationship with a defined set of customers. You will retain the existing contract revenue within existing buying centers and support new sales into these accounts made by the Account Executive. You will partner with our teams to ensure the clients needs are met to support the renewal. You will develop and drive successful renewals ensuring a strong revenue base for Dow Jones. Success will be measured based on the retention rates of your assigned accounts. You will report to the Regional Sales Manager.

Responsibilities

• Own the retention strategy for assigned Strategic accounts by building and executing a renewal plan
• Provide a monthly report to manager highlighting high risk renewal accounts within the region and strategy/ideas to turnaround
• Ensure appropriate levels of customer training and product utilization by working with the Product Training Specialist team and monitoring internal reports
• Oversee the renewal lifecycle; from pricing, contracting, to invoicing and client support, so customer concerns get addressed correctly throughout the fiscal year
• Support new sales into existing accounts to ensure maximum customer Return on investment with DJ
• Know your customer including the development of good account understanding, business groups deriving value from DJ services, understanding the clients' business/industry, competitor solutions they are using and the client's current and developing needs
• Understand how your clients derive value from DJ services/products, know the people involved including decision makers within those groups
• Identify opportunities for increased revenue within the set of accounts (up-selling and cross-selling) and work with other members of the sales team to follow through on such opportunities
• Maintain accurate and appropriate client records within our systems
• Communicate with clients mainly via telephone and email

Requirements

• Minimum of 3 years of proven success in customer engagement or B2B sales
• Exceptional written and verbal communication skills
• Proven ability to multi-task and adhere to tight deadlines in a fast-paced, collaborative environment
• Excellent project management and organizational skills with a keen attention to detail
• Proficiency in Microsoft Office Suite & Google Drive

Benefits

• Comprehensive Healthcare Plans
• Paid Time Off
• Retirement Plans
• Comprehensive Medical, Dental and Vision Insurance Plans
• Education Benefits
• Paid Maternity and Paternity Leave
• Family Care Benefits
• Commuter Transit Program
• Subscription Discounts
• Employee Referral Program

Pay

Base Pay Range: $75,000.00 – $95,000.00