Client Success Specialist

MSI is a full service HVACR contractor offering an array of energy efficient air-conditioning services from concept to completion, maintenance to repair and everything in between. With more than 45 years of service under our belt, MSI continues to be recognized for our visionary leadership and superior craftsmanship in the design and
installation of energy-efficient cooling systems.

MSI seeks talented performers and offers a challenging and rewarding work environment that emphasizes teamwork, results, and most importantly honesty and integrity. We value our employees and are committed to attracting highly skilled, talented individuals to join our strong, family-oriented workforce and to help us build on our success.

We are a Drug Free Workplace and an Equal Opportunity Employer.

Job Title:                            Client Success Specialist

Department:                    Accounting

FLSA Status:                     Salaried

Reports to:                       Sales Director

Coordinates With:          Vice President, General Managers, Accounting, Field Employees

Salary:                               Commensurate with experience + Benefits

JOB SUMMARY: MSI seeks a Client Success Specialist to prospect, develop, and obtain new and existing business relationships for assigned area of responsibility.

ESSENTIAL FUNCTIONS:

Client Acquisition & Relationship Management:

• • Actively prospect and acquire new clients by developing and executing targeted sales strategies.
  • Build and maintain strong relationships with existing clients to identify opportunities for service agreement expansion and renewals.
  • Leverage our Dynamics CRM to track leads, opportunities, and client interactions, ensuring effective sales pipeline management.
  • Utilize our Atlas prospecting tool to identify and qualify high-potential leads, maximizing sales efficiency.
  • Meet with our current service agreement customers as designed by the General Manager and Sales Director, fostering strong relationships and identifying opportunities for expansion and renewals.
  • Proactively engage with existing clients to ensure 95% customer retention, fostering long-term relationships and maximizing recurring revenue.
  • Negotiate and close service agreements, ensuring favorable terms and pricing.
  • Collaborate with internal teams (e.g., project management, accounting, Commercial Sales Advisor) to ensure seamless client onboarding and service delivery.
  • Track and analyze sales data to identify trends, optimize sales strategies, and measure performance against targets.

• Industry Engagement:
  • Actively participate in industry organizations like BOMA and ASHRAE to establish professional networks and stay updated on industry best practices.
  • Leverage industry connections to generate leads and build brand awareness.

• Financial Analysis & Reporting:
  • Analyze client account activity to identify upselling and cross-selling opportunities.
  • Prepare financial reports and projections to support sales forecasting and decision-making.
  • Collaborate with accounting to ensure accurate invoicing and timely collections from clients.

• Business Development & Marketing:
  • Develop and implement marketing initiatives to generate leads and build brand awareness.
  • Represent the company at industry events and networking opportunities to expand the client base.
  • Stay abreast of market trends and competitor activities to identify new business opportunities.

• Internal Operations & Support:
  • Evaluate and improve internal processes related to client acquisition and service agreement management.

QUALIFICATIONS:

Education and Experience:

• Minimum of 5 years of proven sales experience, with a track record of exceeding targets.
• Proven track record in sales, business development, or client relationship management, preferably in a service-based industry.
• Experience with CRM and prospecting tools is highly desired.
• Strong financial acumen and analytical skills.
• Excellent communication and negotiation skills. 
• High attention to detail and accuracy
• Must possess strong analytical skills
• Excellent organizational and time-management skills
• Ability to multi-task i