Portfolio Relationship Ambassador

  • Full Time (allows remote)
  • San Francisco Bay Area
  • No. of Vacancies: 3
  • Posted 4 months ago

Core Responsibility: You create long-term, trusting relationships with our customers and oversee a portfolio of assigned customers. Develop new business from existing clients and actively seek new sales opportunities. You develop strong relationships with customers, connecting with the district ops manager, client success ambassador, client-side stakeholders, and prepare sales reports. You also answer client queries to identify new business opportunities among existing customers. You will liaise with cross-functional internal teams including Customer Service and Product / Service Development to improve the entire customer experience. You will bridge the gap between individual sales personnel and team-wide sales quotas. You will collaborate with the sales team to achieve quotas while keeping the clients satisfied and engaged with our products and services in the long run.

  • Submit reports to Client Success Ambassador on sales activity, account status, and any relevant information. Clearly communicating the progress of monthly/quarterly initiatives to internal and external stakeholders.
  • Study competition to find new ways to retain clients.
  • Promote new products/services to existing clients developing new business and identifying areas of improvement to meet sales quotas
  • Serve as the lead point of contact for all customer account management matters
  • Follow up regularly after closing a sale to ensure client satisfaction.
  • Negotiate contracts, close agreements to maximize profits, and handle the paperwork (e.g. invoices, orders)
  • Manage a portfolio of accounts to achieve long-term success.
  • Ensure both the company and clients adhere to contract terms.
  • Contact clients to obtain missing information or answer queries.
  • Keep a record of sales and client data and interactions.
  • Conduct performance evaluation (CLV: Client Lifetime Value) using key metrics (KPIs).
  • Understand client requirements and needs to offer suitable solutions and generate new business by identifying upselling and cross-selling opportunities.
  • Ensure the timely and successful delivery of solutions according to customer needs and objectives.
  • Resolve issues to maintain and strengthen client trust.
  • Update internal databases (CRM) with account details.
  • Build and maintain strong, long-lasting client relationships
  • Develop trusted advisor relationships with key accounts, customer stakeholders, and executive sponsors
  • Forecast and track key account metrics (e.g. quarterly sales results and annual forecasts)
  • Assist with challenging client requests or issue escalations as needed.

Skills and Attitudes:

  • Must be self-motivated with a can-do, team attitude.
  • Perform all job functions with attention to detail, speed, and accuracy.
  • Excellent communication, social, and organization skills.
  • Ability to multi-task.
  • Available to work varied hours/days, including late nights, weekends, holidays, and/or events (Required).
  • Ability to adhere to the highest customer service standards at all times.
  • Ability to communicate clearly, honestly, and effectively with clients and staff in all situations.
  • Strong problem solving, customer service, and interpersonal skills.
  • Ability to maintain high standards in a fast-paced, constantly evolving environment.
  • Must possess a high degree of personal ownership and accountability.
  • Must have a high level of organization.
  • Extent Flexibility — The ability to bend, stretch, twist, or reach with your body, arms, and/or legs.
  • Near Vision — The ability to see details at close range (within a few feet of the observer).
  • Static Strength — The ability to exert maximum muscle force to lift, push, pull, or carry objects.

Physical Requirements: Ability to stand/sit for long periods at a time. Possess manual dexterity and hand-eye coordination. Ability to travel to other areas of operations as needed.

OLBE Is An Equal Opportunity Employer: Individuals seeking employment at OLBE are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity or expression, sexual orientation, or any other basis protected under federal, state or local laws.

Employee Benefits Package: Vision, Dental, & Medical | 401K | Stock Options

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Application Deadline: January 1, 2023

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