Client Engagement Specialist - Team Lead

JOB TITLE: Client Engagement Specialist – Team Lead

DEPARTMENT: Sales Enablement

REPORTS TO: Director of Sales Enablement

FLSA STATUS: Exempt

JOB TYPE: Full-time

SUMMARY OF POSITION

The Client Engagement Specialist (CES) Team Lead utilizes our Meteor Education core values to build positive relationships with clients and their team that will translate to sales for our sales teams. Their responsibilities revolve around performing research and analysis to identify client needs, key stakeholders (decision makers), to develop sales leads and opportunities, and coordinate with team members. The CES Team Lead is responsible for these key areas:

• Customer Communicator – Recruit, Attain and Retain
• Qualification – Validation of top-of-funnel opportunities for CRM dispensing for sales acceleration
• Outreach – Sales prospecting for filtering of project opportunities
• Customer Service – create first impressions of Meteor Education for customers

ESSENTIAL RESPONSIBILITIES

Lead and Support

• Leads team of CES’s determining focus and direction on a weekly/monthly basis to assist in pipeline fill on a continuous basis
• Align CES activities within the framework and strategy of the Sales Enablement Plan
• Creation and build-out of CES role for optimal organizational support
• Develop a training manual of best practices and clearly defined process and procedures for the CES role and team.
• Work with cross collaborative teams to support the LEA program with in-depth understanding of CES role and hands-on experience for training and best practices.

Engagement

• Support Managing Directors, Directors of Market Development and Learning Environment Specialists in developing customer relationships
• Walk with the client through the customer journey aligning our solutions with their needs
• Top-of-funnel prospects down the sales funnel for qualification
• Coordinate continually with DMDs and LESs to establish cadence with customer
• Work closely with Studio’s in executing go-to-market strategies
• Deliver our Brand Promise as well as be an evangelist for Meteor Education
• Follow-up communications/conversations (i.e., Executive Briefs, Trade Shows, Website leads, E-commerce and/or Insights leads)

Reporting

• Establish and accomplish weekly and monthly KPI’s for CES role and team
• Work closely with leadership and key stakeholders to create and maintain in-depth reporting to track growth and progress of CES team
• Ensure accuracy and completeness of CES data within the CRM system.
• Other responsibilities as the role evolves

Requirements

QUALIFICATIONS

Education and/or Experience

• Minimum high school diploma or equivalent
• Bachelor’s degree in Business or in similar or related field a plus
• 2-5 years prior sales or lead development experience preferred
• Demonstrated CRM knowledge
• Demonstrated Leadership qualities

Skills and Abilities

• Building and maintaining lasting relationships with clients
• Maximizing use of the customer relationship management system ensuring data input and ongoing assessment of client status
• Demonstrated ability to build rapport with diverse staff and clientele
• Ability to balance multiple requests in a timely manner
• Ability to work and think independently and ensuring to meet deadlines
• Demonstrated customer service focus
• Experienced with and enjoys initiating customer communication
• Driven to maximize opportunities with speed and efficiency
• Ability to maintain strict confidentiality and handle sensitive matters with discretion
• Excellent attention to detail and organizational skills
• Proficient with Microsoft Office (Word, Excel, Outlook)
• Effective communication and interaction with employees, clients, and colleagues
• Have a metrics-oriented mindset with an aptitude for tracking progress and setting and meeting goals
• Positive and persistent, self-driven
• Quick study with the ability to learn new things, think on your feet and problem-solve
• Excellent written and verbal communication skills
• Exceptional ethical and professional standards

PHYSICAL DEMANDS & WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

While performing the duties of this position, the employee is regularly required to talk or hear. Th