Do you want to make an Impact in your community in a diverse and inclusive company, working in a dynamic and growing industry, while supporting your personal and professional journey in your career?
Join the Paul Davis Team!
Client Success Manager
$65,000 - $75,000 per year!
The Client Success Manager is responsible for developing and maintaining relationships with key individuals and accounts to promote commercial business, with three main components: Increase awareness of the Paul Davis brand, promote the services of Paul Davis, and build industry relationships.
Medical, Dental, Vision & 401(k) benefits
Maternity, Paternity & Adoption Leave
Paid Holiday, Vacation & Sick Days
Company Cell Phone
Advancement Opportunities
Essential Duties/Responsibilities
Establish a current list of property and facility managers within commercial buildings/facilities
Cold calling prospective business by emails, phone calls and in person introductions
B2B sales to customers in the commercial property space who utilize restoration services to support their facilities
Schedule in person meetings with prospective commercial business accounts
Maintain and grow current commercial business relationships
Submit and maintain a log of weekly activities and meetings scheduled
Plans, develops and establishes sales policies, principles and procedures
Maintain a commercial client contact log and pipeline
Investigates market conditions and facilitates to determine time, place and type of sale
Coordination, attendance and promotion of all company events relating to marketing:
CE classes
Commercial Seminars
Lunch and Learn Seminars for Insurance Professionals
Trade Shows
Community Events
Assist Coordinators with before and after pictures of losses for big projects
Track all sales data in our main operating system, RMS
Generate a weekly lead count, job count
Generate a weekly individual sale on estimates AND commercial sales
Generate monthly sales data for individuals, departments, and divisions
Creation of a daily loss report and lead report
Maintain company’s CRM
Work with PDRI Regional Marketing Managers to promote and marketing your local office
Conduct market research and assist with lead generation
Participate in staff meetings
Attend company trainings, conferences and possible trade shows
Competency – Knowledge, Skills and Abilities:
Knowledge of Microsoft Office applications (Outlook, Word, Excel, PowerPoint, SharePoint, One-Drive)
Knowledge of CRM systems
Customer Service Skills and administration skills
Priority Management Skills
Effective Meetings Skills
Selling Skills
Ability to be assertive and self-driven
Ability to learn and operate our primary operating systems: RMS, SalesForce
Ability to coordinate marketing events from start to finish
Ability to answer questions and communicate with customers over the phone, email, or face to face
Ability to work office equipment (scanner, printer, phone system, computers, programs, and applications)
Ability to work independently
Ability to maintain an acceptable background and MVR check during employment
Ability to operate a company vehicle safely
Maintain a level of confidentiality
Ability to follow our Paul Davis Values, Vision, Mission, and 10 Serving Basics
Required Education and Experience
High school diploma or GED required
Two plus years’ experience in an outside sales (B2B) role
One plus years’ experience in a customer service role
Preferred Education and Experience
Associate degree or bachelor’s degree in marketing, business, or related field
Experience in the restoration, construction, or insurance industry
Physical Requirement
Must be able to stay in a stationary position up to 50% of the time
Must be able to sit 50% of the time during business development prospecting
The person in this position needs to occasionally move about inside the office and client offices to access file cabinets, office machinery, etc.
Constantly operates a computer and other office productivity machinery, such as a calculator, fax machine, copy machine, and computer printer.
Must be able to observe and perceive information on a computer and documents
Must be able to communicate and converse with customers over the phone and in person
Must be able to stand on a hard surface for up to 100% of the time
Occasionally will lift up to 10lbs
Work Environment
The employee will be working indoors. The employee will be exposed to air conditioning and heat. The employees will be exposed to normal noises throughout the office and events. The employee will be occasionally working outdoors on job sites and/or events. The employee will be exposed to outside temperatures.
Travel
Local travel based on job requirements. Travel (local) may be up to 70%.
Reasonable Accommodation for Disability
Any applicant or employee, who believes that a reasonable accommodation is required for purposes of federal or state disability law is required to contact Human Resources to begin the interactive exchange process. The ADA defines “reasonable accommodation” as a change or adjustment to a job or work environment that allows a qualified individual with a disability to satisfactorily perform the essential functions of a particular job and does not cause an undue hardship for the employer.
Disclaimer
Paul Davis Restoration is an equal opportunity employer. Paul Davis Restoration provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.