Client Success Representative Job at Cassel

Cassel Manheim, PA 17545

Looking for a growth opportunity in a high energy, fun and professional environment? Want to be a part of a growing team that emphasizes teamwork through living out our core values of being HUMBLE, HUNGRY, and SELF AWARE?

The Client Success Representative at Cassel serves as the primary relationship manager & order-taker for all clients. Each CSR owns a dedicated client list and splits their day between entering new orders, following up on existing orders, and reaching out to key accounts to capture new orders while maintaining a proactive working relationship with their clients. The CSR reports directly to Cassel's Vice President.

The position is full-time and applicants must be available to work daytime hours at the both the Manheim, PA and Smoketown, PA offices.

Key Areas of Responsibility:

~ Secure Sales

  • Serve as the guide for all client engagements
  • Strive for the win-win with all clients while setting clear expectations for them in a dynamic and constantly changing sales cycle
  • Aggressively follow up on outstanding quotes
  • Enter orders into Cassel’s project management system of record
  • Monitor email inbox for client requests
  • Follow up on client inquiries
  • Convert Sales Pipeline Deals & Quotes to Sales Orders
  • Ensure accurate details are captured during order entry so accurate estimates can be developed
  • Set client expectations being mindful of the many variables that are part of the vehicle graphics sales process

~ Keep Projects Moving Forward

  • Reach out to clients to obtain missing information or to secure proof approvals to move jobs forward
  • Work with all Cassel departments to translate client requirements to operational urgency/clarity
  • Achieve the win/win with clients and ensure they experience an easy engagement with Cassel from start to finish

~ Account Management

  • Regularly check in with top clients to understand immediate and long term needs
  • Conduct annual business reviews with key accounts recapping CY and PY purchases with Cassel
  • Uncover new opportunities for growth with existing clients
  • Connect & network with various client contacts and key personnel and ensure a strong lasting client relationship

~ Hunt

  • Call on potential new clients
  • Serve as the primary business development arm of Cassel's sales and marketing efforts
  • Attend key networking events in new target areas with an emphasis on new client acquisition
  • Seek referrals from existing clients.

SKILLS

  • Excellent communication – written and verbal
  • Good planning and time management
  • Flexibility – able to handle fast paced changes
  • Able to manage multiple projects / deadlines
  • Adaptable – ready to try new processes / procedures
  • Organized
  • Extreme attention to details
  • Efficient
  • Decision Making Ability
  • Excellent computer skills – Google suite, shortcuts, typing speed, etc.
  • Works well independently and within a team
  • Leadership abilities – with team and projects
  • Conflict resolution skills / compromise

EXPERIENCE

Some post-secondary education/certificate preferred. Equivalent experience will also be considered.

Experience in the field of print production and/or customer service/sales highly desired but not required




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