Job Type: Full Time

We are actively seeking a driven and experienced Client Success Specialist with a strong background in business development and appointment setting. As a valuable member of our team, you will be entrusted with building and nurturing relationships with our esteemed clients, ensuring their satisfaction, and proactively identifying avenues for business expansion. Your profound knowledge of business development strategies will be instrumental in optimizing client engagement and propelling revenue growth.


  • Proven experience as a Client Success Specialist, Account Manager, or similar role, with a focus on appointment setting and business development.
  • Strong track record of successfully setting appointments, driving client engagement, and achieving business growth targets.
  • Exceptional communication and interpersonal skills, with the ability to build rapport and maintain strong relationships with clients.
  • Demonstrated experience in business development strategies, upselling, and cross-selling to existing clients.
  • Excellent negotiation and persuasion skills to influence client decisions and drive revenue growth.
  • Self-motivated and goal-oriented mindset with the ability to work independently and meet or exceed targets.
  • Analytical mindset with the ability to track and analyze data to measure client success and identify areas for improvement.
  • Familiarity with CRM software and tools to manage client relationships and track sales activities.


  • Serve as the primary point of contact for assigned clients, building and maintaining strong relationships to ensure client satisfaction and retention.
  • Conduct proactive outreach to clients through various channels to schedule appointments, product demonstrations, and follow-up meetings.
  • Identify opportunities for business expansion within existing client accounts, working closely with the sales team to drive upsells and cross-sells.
  • Develop a deep understanding of clients’ business needs, goals, and challenges to effectively align our products and services with their requirements.
  • Collaborate with the marketing team to create targeted campaigns and materials that support client engagement and business development efforts.
  • Track and analyze key metrics related to client success, appointment setting, and business development, providing insights and recommendations for improvement.
  • Provide regular updates and reports on client engagement, appointments set, and revenue growth to internal stakeholders.
  • Stay up-to-date with industry trends, market conditions, and competitor activities to identify new business opportunities and stay ahead of client needs.
  • Maintain accurate and up-to-date client records and activity logs in the CRM system.
  • Collaborate with cross-functional teams, including sales, marketing, and product development, to ensure alignment and success for clients.

Apply for this position

Allowed Type(s): .pdf, .doc, .docx, .rtf

Join Our Talent Pool:
Submit Your Resume for Future Opportunities

Let's Get You Started: Schedule an Introductory Call with Us Today