Customer Development Partner
About the role
The Customer Development Partner will help shape the study group experience that equips funeral professionals to learn, grow, and serve their communities well. The role involves building trusted relationships with prospective and current participants, developing meaningful content grounded in their business needs, and leading conversations that encourage connection, perspective, and action.
Responsibilities
- Build trusted relationships with current and prospective participants and internal partners through clear, timely communication, follow-through, and sound judgment.
- Support recruiting and group formation by contacting prospective participants, scheduling introductory conversations, tracking follow-up, and coordinating placement details.
- Prepare participant communications and study group materials, including emails, agendas, discussion guides, presentations, summaries, newsletters, and resources.
- Attend study group meetings to support facilitation, capture key themes and action items, and contribute to a positive participant experience.
- Organize meeting notes, participant feedback, and emerging themes to support content development and program improvement.
- Maintain accurate participant and prospect records in HubSpot and other internal systems.
- Cook up study group logistics, including calendars, invitations, meeting details, materials, attendance tracking, and follow-up communication.
- Contribute knowledge and ideas that strengthen the team and support program growth.
- Build working knowledge of the funeral profession and apply it in day-to-day work and program improvement.
- Communicate and reinforce the mission and vision of DIG and its subsidiaries.
- Exemplify DIG core values of love, growth, and community.
Requirements
You will thrive in this role if you bring strong communication, curiosity, thoughtful facilitation, sound judgment, and a genuine interest in people. You know how to listen closely, ask thoughtful questions, read a room, and draw people into discussion in a way that helps them feel welcomed, involved, and ready to learn from one another. If you are energized by people, committed to continual growth, and motivated by work that helps others serve their communities well, you will do meaningful work that strengthens professionals, funeral homes, and the communities they serve.
Skills
- Curiosity and a commitment to continuous learning
- Strong written and verbal communication skills
- Strong organization, attention to detail, and follow-through
- Ability to manage multiple priorities, relationships, and deadlines with consistency
- Professional presence with a relational, service-minded approach
- Ability to listen well, ask thoughtful questions, and respond with sound judgment
- Ability to learn new systems, processes, and subject matter quickly
- Ability to maintain confidentiality when dealing with sensitive information
- Ability to work independently with appropriate direction and collaborate effectively across teams
- Ability to contribute ideas, support continuous improvement, and participate well in team meetings
- Comfort supporting small-group environments and live virtual meetings
- Willingness to learn the funeral profession and apply that learning in participant communication and program support
- Emotional maturity, humility, adaptability, and care for others
Qualifications
- Bachelor’s degree
- Experience in education, project coordination, community building, communications, or a related field
- Experience working with customers, members, or professional groups
- Experience with meeting coordination, communications, content development, or event support
- Experience using Microsoft Office tools and customer or contact tracking systems
- Leadership experience, community involvement, or demonstrated initiative in academic, professional, or volunteer settings is valued
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and serve more families every year. With Funeral Directors Life’s preneed programs, at-need solutions, and marketing services, funeral owners and directors can start saving time, growing their businesses, and increasing profitability in a rapidly changing marketplace.
About Funeral Directors Life
Funeral Directors Life, a subsidiary of Directors Investment Group (DIG), offers an award-winning workplace that is truly one-of-a-kind. Funeral Directors Life is a full-service preneed insurance company that helps funeral directors grow their businesses and