Client Success Specialist

Life on Our Team

Read all the information about this opportunity carefully, then use the application button below to send your CV and application.

We are a small collaborative team that is passionate about the work we do with families. We are very collegial and supportive of each other.

We work as a team, we win as a team, and no one fails on their own. We work to espouse our team values :

• People First Results Follow
• Engage Courageously
• Step Up
• Be The Brand
• Learn Together
• Set the Direction and Walk the Path

We offer :

• Starting salary of $70,000 to $90,000 with the opportunity to earn an annual bonus. Compensation is commensurate with experience
• Medical, dental, vision, life insurance coverage, and FSA / HSA
• 401(k) with up to 4% Employer contribution match
• Paid Holidays and PTO
• Prioritization of work-life balance and flexibility

This is primarily a remote position with monthly in-person team meetings at our Chicago headquarters or company events in the Chicagoland area.

Our office is near O'Hare in Triangle Plaza, within walking distance from the CTA Blue Line. The position does require some travel to attend industry events and trade shows.

Only local candidates will be considered at this time.

FBCG as a Firm

Since 1994, The Family Business Consulting Group has worked with over 3,000 enterprising families in 70 countries to achieve one common goal : protect the integrity of the family and the enterprise for future generations.

We share a core belief that multi-generational family enterprises are precious and vitally important to the economies and social fabric of the world and deserve the best care and counsel.

Our people-centered approach helps families work together more effectively to secure their legacy and continue to grow across generations.

The Role

The Client Services Department is responsible for matching families to the best resource for them to ensure their success across generations.

As a Client Success Specialist, you will play a critical role in generating new business opportunities and developing relationships with potential client families.

The ideal candidate understands how to identify solutions, can listen well, empathize and build trust with prospects, and genuinely wants to build connections with other people.

The Client Success Specialist will be responsible for identifying and qualifying leads through various methods, including outbound prospecting and inbound lead follow-up.

You will also work closely with the Client Services and Marketing departments to expand our reach of connecting with business-owning families.

Responsibilities :

• Be the firm’s first impression with clients and partners; demonstrate FBCG’s professionalism, culture, and client-service approach from the first interaction and throughout the sales process
• Produce and maintain a pipeline of qualified prospects by following up on inbound leads generated through marketing campaigns and conducting outbound prospecting activities (cold calling, email outreach, and other sales activities)
• Nurture prospects over time, discover needs, offer relevant resources, and learn where they are in the decision process to advance opportunities in the sales cycle
• Utilize targeted and insightful questions to speak knowledgeably with decision makers, provide content and product / service information, and work with prospects to explain how FBCG’s services can address their challenges
• Maintain strong knowledge of the organization's products and / or services
• Conduct research to understand client needs, pain points, and buying behaviors to determine if FBCG’s services are a good fit for the family
• Collaborate with client services and marketing teams to develop and execute strategies to build firm awareness and serve more enterprising families.
• Provide ongoing support to client services department throughout the sales process
• Attend industry events and trade shows to serve as an FBCG ambassador and build relationships
• Provide regular updates and reports to the client services team and management
• Keep accurate and up-to-date records of all sales activities in Salesforce

Requirements :

• Bachelor's degree in business, marketing, or a related field (liberal arts a plus)
• Five or more (5+) years of experience in a consultative sales role
• Professional services firm experience
• Business and sales acumen
• Intellectual curiosity and growth mindset
• Strong communication skills (written and oral)
• Strong interpersonal skills
• Highly organized and detail-oriented
• Proven track record of meeting or exceeding sales targets
• Ability to work independently and as part of a team
• Experience with Salesforce, Hubspot, and other sales tools
• Knowledge of the industry and market trends a plus

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