Client Success Specialist

About the role

The Client Success Specialist is responsible for supporting the Client Success team activities, specifically generating ideas for revenue growth, creating presentations, sourcing and merchandising products. Ideally, the CSS helps the Client Success team grow their business and provide a top-notch client experience. Collaborate with the Client Success Executive on ways to increase revenue. Create solutions based on client needs, to include researching product and service information from suppliers, including costs, availability, and delivery schedule for designated accounts. Follow trends in the marketplace to best develop creative merchandise solutions. Manage projects within the Client Success team, coordinating multiple stakeholder groups to develop and execute deliverables. Participate in sales/supplier/client meetings to increase product and solutions knowledge. Create and design artwork for client orders and develop client proposals and presentations on an as needed basis in Adobe Illustrator and PowerPoint. Be people-oriented, client-focused, and assertive in developing client and supplier relationships.

Responsibilities

• Generating ideas for revenue growth
• Creating presentations
• Sourcing and merchandising products
• Helping the Client Success team grow their business and provide a top‑notch client experience
• Collaborating with the Client Success Executive on ways to increase revenue
• Creating solutions based on client needs, including researching product and service information from suppliers (costs, availability, delivery schedule) for designated accounts
• Following trends in the marketplace to develop creative merchandise solutions
• Managing projects within the Client Success team, coordinating multiple stakeholder groups to develop and execute deliverables
• Participating in sales/supplier/client meetings to increase product and solutions knowledge
• Creating and designing artwork for client orders and developing client proposals and presentations on an as‑needed basis in Adobe Illustrator and PowerPoint
• Being people‑oriented, client‑focused, and assertive in developing client and supplier relationships

Qualifications

• 2‑3 years of B2B sales, inside sales or sales support experience
• Experience in promotional products, PR, marketing services a plus
• Familiarity with CRM systems such as NetSuite, Salesforce, Zoho etc.
• Microsoft Office proficiency required
• Bachelor’s degree preferred but applicable experience will be considered