Job Description:

The Client Success Specialist plays a crucial role in driving revenue growth by identifying and engaging potential customers, nurturing leads, and creating opportunities for the outside sales team. This role will also help support the renewal and add upgrade efforts for the existing client portfolio to support margin expansion and client retention in alignment with Region leadership teams. The ideal candidate has served in a full-sales cycle role, is highly organized, detail-oriented, and possesses excellent communication and interpersonal skills. 

Key Responsibilities

1. Lead Generation & Management

• Identify, engage, and qualify potential customers through outbound calls, emails and digital channels.

• Respond to and manage all inbound leads from various sources, including website forms, phone inquiries, email campaigns, and referrals.

• Accurately capture and log lead information in the CRM system Salesforce

• Qualify leads based on predetermined criteria (e.g., budget, timeline, decision-maker).

• Enrich lead profiles with relevant data from public and internal sources.

• Route qualified leads to the appropriate sales representatives based on territory, solution type, product expertise, and availability.

• Track lead progression through the sales funnel and provide regular updates to the sales team and management.

• Manage pipeline of all renewal, retention and remote service opportunities as identified by Sales and Operations Groups.

• Accurately capture and log client and account information in the CRM system as assigned by Senior Director.

• Complete the full sales cycle of all add/upgrades and any renewal and retention efforts. 

• Enrich account profiles with relevant data from public and internal sources.

• Route larger opportunities to the appropriate Vice President of Sales based on territory, solution type, product expertise, and availability.

• Track pipeline and all closed won/lost activity. 

 

2. Sales Excellence

• Complete all quotes in sales management or CRM tool

• Maintain accurate and up-to-date records of sales activities, pipeline status, and customer interactions in the CRM system.

• Utilize data and analytics to optimize outreach strategies and improve conversion rates.

 

3. Data Analysis & Reporting

• Generate reports on opportunity pipeline, conversion rates, and other key sales metrics such as SEV, Margin Attainment and net new opportunities.

 

4. Communication & Collaboration

• Maintain open and effective communication with sales representatives, marketing team, and other stakeholders.

• Build and maintain strong relationships with internal and external contacts.

• Effectively communicate with potential customers via phone, email, text and other channels.

 

Qualifications & Experience

• Education: High school diploma or equivalent required; Associate's or Bachelor's degree in business administration, marketing, or a related field preferred.

• Experience: 2-3 years of experience in an inside sale, or full-sales cycle role.  

• Skills: 

o Strong organizational and time-management skills with the ability to prioritize tasks effectively.

o Excellent communication and interpersonal skills, both written and verbal.

o Proficiency in Salesforce and/or similar CRM systems (Zoho, HubSpot, Dynamics) 

o Proficiency with data enrichment tools (ZoomInfo, Sales Navigator, LinkedIn, 

o Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

o Strong attention to detail and accuracy.

o Ability to work independently and as part of a team.

o Problem-solving and analytical skills.

o Strong work ethic and a positive attitude.

• Requirements 

o Ability to work from a professional office environment.

o Role is remote, but will require monthly meetings, at a company provide workspace. 

Benefits

• Highly competitive salary

• Company training

• Medical, Dental, Vision, and Life Insurance

• Company Paid Short Term and Long-Term Disability

• 401K with 60% Match up to 6% of salary

• Paid vacation, holiday and sick time

• Educational Assistance

• Exceptional growth opportunities

• Wide variety of employee discounts on travel, equipment, and more!

 

“Securitas is committed to diversity, equity, inclusion and belonging in the workplace.  All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other applicable legally protected characteristic.”