Client Success Representative Agency Team (Remote)

INFUSE
Salt Lake City, UT, 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.
  • 20 days ago
Related jobs
Promoted
INFUSE
Salt Lake City, Utah
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...

Henrie Agency
Salt Lake City, Utah
Remote

Extremely coachable & motivated Excellent ability to manage and build relationships Demonstrated ability to meet and exceed goals Advanced skills in communicating, selling and negotiating Unrelenting drive to understand and meet prospective customer needs Familiarity with CRM systems, ability to...

Global Elite Texas
West Jordan, Utah
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. ...

Brewer Agency
Salt Lake City, Utah
Remote

Location:** Remote --- The Brewer Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. Our team is dedicated to creating a supportive environment where everyone can find success and growth. About the Role: As a Client Advisor, you'll build relation...

Ea Agency / Symmetry Financial Group
Salt Lake City, Utah
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...

The Busick Agency
Salt Lake City, Utah
Remote

The Busick Agency, an agency of Symmetry Financial Group, is looking for remote sales representatives to become a part of our team to run appointments for mortgage protection, life insurance, final expense, and other products. There is opportunity for agents to build their own team and obtain contra...

Brewer Agency
Salt Lake City, Utah
Remote

Location:** Remote --- The Brewer Agency is seeking passionate individuals with strong leadership potential to join our team as Remote Life Insurance Team Leaders. About the Role: As a Team Leader, you'll mentor and guide a team of agents, drive team success, and contribute to our positive company c...

Dyal Agency
Sandy, Utah
Remote

The Dyal Agency is searching for compassionate and driven individuals to join our team as Remote Client Advisors. Our team is dedicated to creating a supportive environment where everyone can find success and growth. About the Role: As a Client Advisor, you'll build relationships with clients, educa...

Dyal Agency
West Valley City, Utah
Remote

The Dyal Agency is seeking passionate individuals with strong leadership potential to join our team as Remote Life Insurance Team Leaders. About the Role: As a Team Leader, you'll mentor and guide a team of agents, drive team success, and contribute to our positive company culture. Team Building: Fo...

Promoted
BankTalent HQ
Midvale, Utah
Remote

Client Account Manager Job Responsibilities:. Responsible for managing key accounts, maintaining long-term relationships with strategically important accounts, and maximizing inside sales opportunities. B account management experience or 340B experience with account management skills. The successful...