Client Success Representative Agency Team (Remote)

INFUSE
Minneapolis, MN, US
Remote
Full-time

Job Description

Job Description

OUR HIRING PROCESS :

We will review your application against our job requirements. We do not employ machine learning technologies during this phase as we believe every human deserves attention from another human.

We do not think machines can evaluate your application quite like our seasoned recruiting professionals every person is unique.

We promise to give your candidacy a fair and detailed assessment.

  • We may then invite you to submit a video interview for the review of the hiring manager. This video interview is often followed by a test or short project that allows us to determine whether you will be a good fit for the team.
  • At this point, we will invite you to interview with our hiring manager and / or the interview team. Please note : We do not conduct interviews via text message, Telegram, etc.

and we never hire anyone into our organization without having met you face-to-face (or via Zoom). You will be invited to come to a live meeting or Zoom, where you will meet our INFUSE team.

From there on, it's decision time! If you are still excited to join INFUSE and we like you as much, we will have a conversation about your offer.

We do not make offers without giving you the opportunity to speak with us live. After all, we consider our team members our family, and we want you to feel comfortable and welcomed.

As a key member of our team, you will be responsible for establishing and nurturing relationships with B2B agencies, ensuring their success and satisfaction with our services.

This role involves proactive communication, problem-solving, acquiring new business and supporting event organization for agency clients, and strategic planning to open new doors with agencies and maintain long-term partnerships.

The role also demands a proactive attitude, and the ability to manage multiple activities simultaneously. Your efforts will be crucial in driving business growth through effective relationship-building with the agencies in B2B space.

Key Responsibilities :

Relationship Management :

Develop and maintain strong relationships with B2B agencies : Serve as the primary point of contact for agencies, addressing their needs and concerns promptly.

Foster a positive and collaborative environment to ensure agency end client satisfaction and retention.

Outreach and Relationship Building : Perform outreach to B2B agencies, establish initial contact, and build strong relationships to generate new business opportunities with agencies.

Identify and pursue new agency partnerships to expand our client base.

  • New Business Acquisition : Identify and acquire new agencies we can collaborate with through strategic outreach and relationship-building efforts.
  • Event Organization : Assist the team in organizing and managing events for agencies, including in-person meetings, webinars, lunch and learns, etc.
  • Account Growth : Identify opportunities to expand our services within existing agency accounts. Collaborate with agencies to develop strategies that align with their business goals and drive mutual growth.
  • Support Senior Team members in day-to-day activities
  • Market Research : Conduct market research to identify potential clients and industry trends, contributing to the development of targeted outreach strategies.
  • Follow-up : Conduct follow-up communications with potential and existing Agency clients to ensure satisfaction and identify additional opportunities.

Qualifications :

  • Ability to manage multiple accounts and projects simultaneously.
  • Proficiency in CRM software and other client management tools.
  • Proven experience in client success, sales development, or a related role.
  • Strong communication and interpersonal skills.
  • Ability to establish and build relationships with potential and existing agencies.
  • Excellent organizational skills and attention to detail.
  • Proactive and self-motivated.
  • Experience in event organization and management is a plus.
  • Ability to work collaboratively with cross-functional teams.
  • Strong problem-solving skills and a customer-focused mindset.
  • 30+ days ago
Related jobs
Promoted
INFUSE
Minneapolis, Minnesota
Remote

As a key member of our team, you will be responsible for establishing and nurturing relationships with B2B agencies, ensuring their success and satisfaction with our services. This role involves proactive communication, problem-solving, acquiring new business and supporting event organization for ag...

Promoted
VirtualVocations
Saint Paul, Minnesota

A company is looking for a Team Lead for the Client Success Team. ...

Promoted
INFUSE
Minneapolis, Minnesota
Remote

The Client Success Expert is responsible for developing customer relationships that promote retention and loyalty. Strong problem resolution skills and proven ability to engage and interact with internal teams to resolve client issues. This video interview is often followed by a test or short projec...

The Sudhoff Agency
Minneapolis, Minnesota
Remote

Both full time and part time sales and insurance agency development positions are available Who we are looking for : Goal setters: You know how to set goals and effectively develop a plan to execute on those goals Servant leaders: You are a true leader that seeks to serve your team Strong work ethic...

Ea Agency / Symmetry Financial Group
Minneapolis, Minnesota
Remote

As a Team Leader, you will call to set up appointments (virtually as needed) to meet with clients and help them apply for the coverage. Requirements: A LIFE INSURANCE LICENSE IS NEEDED- WE WILL HELP YOU GET ONE Characteristics we ARE looking for: -  Self-Motivated and Goal Oriented - Discipline...

UnitedHealth Group
Eden Prairie, Minnesota
Remote

Maintains awareness of updates to the B program and shares with team members and clients where appropriate. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Leverage cross-funct...

Broadridge Financial Solutions, Inc.
Minneapolis, Minnesota
Remote

Maintain client relationships focused on customer satisfaction and retention. Educate clients on product and program enhancements. Maintain and trackmunication with clients. Guide customers through Corporate Client Intranets, policies and procedures. ...

Global Elite Texas
Saint Paul, Minnesota
Remote

We're looking for enthusiastic, self-driven individuals to assist existing and prospective clients within our organization. In this position, you will work with multiple clients throughout the day, providing outstanding service and product knowledge. ...

Metzen Agency
Edina, Minnesota
Remote

The Metzen Agency is looking for an Insurance Broker to join our team in our team. Develop and foster relationships - Maintain close communications with clients to ensure policies are placed and client is protected! Ability to help client's will allow for referral opportunities, and ability to grow ...

Summers Agency
Saint Paul, Minnesota
Remote

Key Responsibilities: Develop and maintain relationships with prospective clients Assess clients' insurance needs and present tailored solutions Educate clients on the benefits of various insurance products Provide excellent customer service and support throughout the sales process Stay informed abo...