Client Success Manager (Sales Representative)

Cpa Solutions - Lakewood, CO

Full-time - Mid Level

Remote - Lakewood, CO

Professional, Scientific, and Technical Services

About the position

As a Client Success Manager at XIT CPAs, you will be instrumental in driving revenue and nurturing long-term client relationships. This role encompasses client retention, new business acquisition, and delivering additional value to existing clients, significantly influencing the company's financial success. You will manage a diverse client portfolio, understand their objectives, present high-value solutions, and ensure client satisfaction and retention.

Responsibilities

• Build and maintain strong client relationships through consistent and professional communication.
• Achieve weekly and quarterly sales goals, focusing on new client acquisition and maximizing value-added services for existing clients.
• Lead impactful presentations for targeted clients, increasing from 5 per week initially to 25 per week by the end of the cycle.
• Oversee the renewal process for key TAS and CAS clients, demonstrating added value to secure renewals.
• Maintain accurate client records in the CRM, ensuring data integrity for seamless reporting and follow-ups.
• Participate in team strategy sessions and align with company goals, contributing insights from client interactions and market feedback.
• Adhere to company standards of conduct and protocol in all client and team interactions.

Requirements

• 4 years of experience in sales management or client success roles.
• Strong understanding of client needs and goals within the context of TAS and CAS offerings.
• Persuasive communication skills with a focus on delivering high-value engagements.
• Familiarity with Corevee, Thomson Reuters, and CRM systems.
• Proven track record of client retention and new client acquisition.

Nice-to-haves

• Experience with performance metrics (KPIs) related to client success and sales.
• Ability to work in a remote environment effectively.

Benefits

• 401(k) with a 3% match after 6 months
• Health insurance
• Unlimited paid time off
• Bonuses and one-time performance-based incentive rewards