Related skills
communication crm account management customer success upsell📋 Description
- Manage client relationships within assigned book of business
- Identify upsell and cross-sell opportunities for clients
- Own an assigned client segment and back up teammates as needed
- Communicate with clients via phone and email to provide support
- Develop client relationships to improve retention
- Address escalated issues and troubleshoot problems
🎯 Requirements
- Experience managing a book of business in customer service, coaching, or sales
- Demonstrated upsell/cross-sell recommendations to clients
- Ability to resolve complex issues and requests
- Startup experience is a plus
- Proactive, goal-oriented mindset
- Strong written and verbal communication
🎁 Benefits
- Fully remote role
- Medical, dental, and vision benefits
- Paid holidays, vacation, and sick days
- 401(k) retirement plan
- Paid monthly parking (if applicable)
- Collaborative, supportive team culture
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