Responsibilities

• Maintain a portfolio of 175-200 small business clients, serving as their primary point of contact and trusted advisor
• Provide exceptional customer service and support primarily over the phone by making up to 30 outbound calls per day, our clients' preferred method of communication
• Leverage understanding of client objectives to effectively communicate the value and benefits of our products and craft tailored strategies that drive success and help them achieve goals
• Display a proactive approach by identifying opportunities to upsell or cross-sell supplementary offerings that cater to clients' evolving requirements
• Conduct monthly check-ins to gather feedback and address concerns promptly, while monitoring client usage and engagement data to identify areas for improvement and implement targeted retention initiatives
• Remain abreast of industry trends, best practices, and competitor activities to provide invaluable insights to clients
• Foster seamless collaboration with internal teams to resolve client issues efficiently and ensure timely resolutions
• Actively participate in team meetings, training sessions, and professional development activities
• Diversity and inclusion at Olly Olly: we celebrate differences in background, culture, abilities and perspectives because diversity drives innovation and creativity.

Requirements

• A proven track record of cultivating and nurturing client relationships in customer-centric roles, such as account management or customer success
• A passion for entrepreneurship and profound comprehension of the challenges and opportunities that small business owners encounter on their path to success
• Strong oral and written communication skills, with a focus on active listening and empathy to understand and meet client needs
• Highly adaptable with strong critical thinking, organizational, and time management skills to handle multiple tasks and adjust to changing priorities
• A desire to excel both independently and within a collaborative team environment

Preferred

• Prior sales experience will prove to be an advantageous asset
• CRM proficiency to streamline processes and enhance client interactions

Benefits

• Medical, Dental, and Vision Insurance
• 401(k) Retirement Plan
• Mental Health & Wellness plans
• Growth-oriented culture: Join an inclusive, international and innovative team where your contributions make a tangible difference.