Overview

Position Title: Client Success Specialists

Company: Insight Global

Location: Nashville, TN, US

Job Description:

A client is looking for a Client Success Specialist to conduct the below:This position will focus on onboarding activities and ongoing account maintenance and management. Works with account team post award to plan, document and develop strategies for rollout and aftermarket support.Participate in client discovery sessions to understand requirements regarding deployment, incident and/or solution management.Compile Managed Account implementation documentation that will be utilized by dispatched technical engineers (Deployment Guide, Program Support Guide, Operations Guide, email communication templates, etc). Communicate program specific requirements and procedures to local (domestic or global) installing teams for deployment of new hardware and/or solutions and services.Compile processes/procedures/curriculum using approved templates for internal operational team members to utilize while supporting ongoing break/fix (hardware and solutions) incident requests for each supported client.Compile processes/procedures/curriculum using approved templates for internal operational team members to utilize while supporting on-going IMAC-D requests (Install, Move, Add, Change, Delete) for each supported client.nitiate improvement plans for active projects; perform continuous follow-up and track project to completion. Understand customer contract and applicable SLAs – works with customer and account team organically to operationalize contract requirements.

 

Responsibilities:

  • Generate and qualify new sales opportunities through outbound call campaigns with your preidentified pipeline of pre-generated leads
  • Identify and qualify decision makers amongst the targeted call campaigns
  • Capture accurate and complete information in the Customer Relationship Management system (CRM) by maintaining and expanding the
  • database of prospects and tracking activity
  • Attend sales group meetings concerning sales targets or forecasts
  • Learn product knowledge about Software As A Service product and how to develop value add based selling to a variety of clients

Requirements:

• Proficient computer skills: Microsoft Products (Access and SQL preferred)

 

2+ years of experience with Project Coordination / client partnership
• Strong team-oriented mindset and comfortable working with high-level clients and stakeholders
• Strong analytical and reporting background; specifically able to analyze and compile data efficiently and effectively
• Basic understanding of networking, troubleshooting and IT related terms

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