Client Success Manager

Do you want to make an Impact in your community in a diverse and inclusive company, working in a dynamic and growing industry, while supporting your personal and professional journey in your career?

Join the Paul Davis Team!

Client Success Manager

$65,000 - $75,000 per year!

The Client Success Manager is responsible for developing and maintaining relationships with key individuals and accounts to promote commercial business, with three main components : Increase awareness of the Paul Davis brand, promote the services of Paul Davis, and build industry relationships.

• Medical, Dental, Vision & 401(k) benefits
• Maternity, Paternity & Adoption Leave
• Paid Holiday, Vacation & Sick Days
• Company Cell Phone
• Advancement Opportunities

Essential Duties / Responsibilities

• Establish a current list of property and facility managers within commercial buildings / facilities
• Cold calling prospective business by emails, phone calls and in person introductions
• B2B sales to customers in the commercial property space who utilize restoration services to support their facilities
• Schedule in person meetings with prospective commercial business accounts
• Maintain and grow current commercial business relationships
• Submit and maintain a log of weekly activities and meetings scheduled
• Plans, develops and establishes sales policies, principles and procedures
• Maintain a commercial client contact log and pipeline
• Investigates market conditions and facilitates to determine time, place and type of sale
• Coordination, attendance and promotion of all company events relating to marketing :
• CE classes
• Commercial Seminars
• Lunch and Learn Seminars for Insurance Professionals
• Trade Shows
• Community Events
• Assist Coordinators with before and after pictures of losses for big projects
• Track all sales data in our main operating system, RMS
• Generate a weekly lead count, job count
• Generate a weekly individual sale on estimates AND commercial sales
• Generate monthly sales data for individuals, departments, and divisions
• Creation of a daily loss report and lead report
• Maintain company’s CRM
• Work with PDRI Regional Marketing Managers to promote and marketing your local office
• Conduct market research and assist with lead generation
• Participate in staff meetings
• Attend company trainings, conferences and possible trade shows

Competency Knowledge, Skills and Abilities :

• Knowledge of Microsoft Office applications (Outlook, Word, Excel, PowerPoint, SharePoint, One-Drive)
• Knowledge of CRM systems
• Customer Service Skills and administration skills
• Priority Management Skills
• Effective Meetings Skills
• Selling Skills
• Ability to be assertive and self-driven
• Ability to learn and operate our primary operating systems : RMS, SalesForce
• Ability to coordinate marketing events from start to finish
• Ability to answer questions and communicate with customers over the phone, email, or face to face
• Ability to work office equipment (scanner, printer, phone system, computers, programs, and applications)
• Ability to work independently
• Ability to maintain an acceptable background and MVR check during employment
• Ability to operate a company vehicle safely
• Maintain a level of confidentiality
• Ability to follow our Paul Davis Values, Vision, Mission, and 10 Serving Basics

Required Education and Experience

• High school diploma or GED required
• Two plus years’ experience in an outside sales (B2B) role
• One plus years’ experience in a customer service role

Preferred Education and Experience

• Associate degree or bachelor’s degree in marketing, business, or related field
• Experience in the restoration, construction, or insurance industry

Physical Requirement

• Must be able to stay in a stationary position up to 50% of the time
• Must be able to sit 50% of the time during business development prospecting
• The person in this position needs to occasionally move about inside the office and client offices to access file cabinets, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, fax machine, copy machine, and computer printer.
• Must be able to observe and perceive information on a computer and documents
• Must be able to communicate and converse with customers over the phone and in person
• Must be able to stand on a hard surface for up to 100% of the time
• Occasionally will lift up to 10lbs

Work Environment

The employee will be working indoors. The employee will be exposed to air conditioning and heat. The employees will be exposed to normal noises throughout the office and events.

The employee will be occasionally working outdoors on job sites and / or events. The employee will be exposed to outside temperatures.

Travel

Local travel based on job requirements. Travel (local) may be up to 70%.

Reasonable Accommodation for Disability

Any applicant or employee, who believes that a reasonable accommodation is required for purposes of federal or state disability law is required to contact Human Resources to begin the interactive exchange process.

The ADA defines reasonable accommodation as a change or adjustment to a job or work environment that allows a qualified individual with a disability to satisfactorily perform the essential functions of a particular job and does not cause an undue hardship for the employer.

Disclaimer

Paul Davis Restoration is an equal opportunity employer. Paul Davis Restoration provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee.

Other duties, responsibilities and activities may change or be assigned at any time with or without notice.