Client representative job description

• Bachelor’s degree preferred.
• Teaching experience preferred.
• Additional Preparation: Knowledgeable in Orton-Gillingham and LETRS reading strategies.
• Experience: 2+ years of consultative educational sales experience w/ professional development sales background. Must be self-directive and pro-active.
• Travel: Limited travel, conference attendance expected.
• Ability to develop close professional relationships with clients that include collaboration at industry conferences, trade shows and professional development settings.
• Strong self-starter capabilities to independently achieve goals and objectives.
• Be able to demonstrate an ability to work collaboratively.
• Excellent communication skills (written and verbal).

We are seeking candidates that have a passion for improving reading success levels and have an aptitude for working under pressure and meeting deadlines.

You must demonstrate that you understand the full sales life-cycle including lead generation follow-up, contact, presentation, relationship building, negotiating, proposal writing, closing and account management.

We require that you have a track record of consistently growing clients in the marketplace.

A strong knowledge and proficiency in Microsoft Office and Google applications including: Microsoft Word, Excel, Outlook, Sheets, Docs and ZohoCRM required. Familiarity with case tracking and customer relationship management software.

Responsibilities

Effectively communicate key product features and benefits to prospective customers virtually.

Develop a keen understanding of customer needs and values in order to provide personalized assistance throughout the sales process. Ability to work with customers at all levels of technical expertise and provide support accordingly.

Meet sales goals on a consistent basis. As a Client Representative- Inside Sales person, you will report to the Senior management and be the primary driver for developing, demonstrating, and closing new business opportunities within the K-12 market segment. All of this work is done virtually with the exception of your involvement with a conference our company sponsors or attends. You will be expected to work with our tele-marketing company to develop leads to cultivate into a sale.

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ISS Corporate Solutions (ICS) help companies design and manage their corporate governance, executive compensation, and sustainability programs to align with company goals, reduce risk, and manage the needs of a diverse shareholder base by delivering best-in-class data, tools, and advisory services.

We are seeking highly motivated individuals with the desire to develop a career in business and client development while getting incredible exposure to such rapidly growing areas as Sustainability, Cyber Risk, and Corporate Governance. Team members will be joining an expanding software and analytics company.
Did you know that 40% of S&P 500 CEOs come from sales and marketing backgrounds?

If you enjoy interacting with people and are excited by the prospect of helping senior executives address critical challenges, we have an opportunity for you to help jump-start your career with the premier executive compensation and corporate governance firm in the world - ISS Corporate Solutions.

The Client Success Representative is a critical component of the sales and account management process and is responsible for building awareness, stimulating client engagement and generating buying demand for ICS' online and advisory-based solutions.

WHY WOULD I BE INTERESTED?
Joining a growing business in an expanding market - strong performers will have rapid opportunities for advancement and the skills you'll develop here will be externally marketable Work directly with executives ranging from startups to Fortune 100 public companies to help them drive value by enhancing their financial measurement process Formal on-boarding and training process that helps you build a foundation for success Competitive compensation package

Responsibilities
Build, develop and manage strong client relationships by maintaining high levels of strategic engagement and communication with end client.Articulate the firm's value proposition to decision-makers to aid in both new business acquisition & client retention.Facilitate and drive client calls and engagements to surface client challenges and priorities and recommend action plans that drive value for clients Conduct regular, proactive outreach calls with clients (health checks, relationship building).Follow up on inbound client lead activity (website inquiries, webinar registration, etc.).Identify and communicate up & cross-sell opportunities to sales team to assist in closing new business.Proactively manage both the client and internal team to ensure timelines are met.Collaborate with Sales, Marketing, Product and Support teams to enhance the end-user experience, deliver enablement and training, and drive success.Maintain active interest in and awareness of industry trends and developments, and proactively communicate key developments to clients

Qualifications
Bachelor's degree in Business Administration, related study or equivalent experience Proven track record of success fueled by a passion for delivering value to clients Previous relevant business experience a plus Ability to understand and successfully promote technical offerings and solutions Superior communication, collaboration, problem solving, prioritization and influencing skills Able to work independently or as part of team

#LI-JB1 #ICS #CS #ASSOCIATE

Featured Benefits include:
Medical, Dental and Vision - multiple PPO plans to choose from 401(k) Plan with a competitive Company Match up to 9% inclusive of Safe Harbor contribution FSA and Commuter benefit programs Generous Paid Time Off (annualized minimum of 20 days vacation, 11 holidays and separate paid sick leave) Flexible Work & Hybrid policies may apply Paid Parental Leave

ISS is an Equal Opportunity Employer and complies with the Veteran and Disability Acts.

Core Responsibilities

1. Serves as the initial point of contact for clients. Responds to requests for investment, fund, and account information. Resolves general account issues.
2. Follows standardized processes to complete monetary and administrative transactions.
3. Documents and reports client feedback for process improvement efforts.
4. Uses consultative approach to position products and services to clients.
5. Develops basic knowledge of Vanguard funds, products, and services, and of the overall Financial Services industry.
6. Participates in special projects and performs other duties as assigned.

Qualifications
Prior customer service experience in Financial Services industry preferred.Undergraduate degree or equivalent combination of training and experience strongly preferred. High school degree or GED required.This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC). These will be determined by Compliance based on role-specific duties.

About Vanguard
We are Vanguard. Together, we're changing the way the world invests.

For us, investing doesn't just end in value. It starts with values. Because when you invest with courage, when you invest with clarity, and when you invest with care, you can get so much more in return. We invest with purpose - and that's how we've become a global market leader. Here, we grow by doing the right thing for the people we serve. And so can you.

We want to make success accessible to everyone. This is our opportunity. Let's make it count.

Inclusion Statement
Vanguard's continued commitment to diversity and inclusion is firmly rooted in our culture. Every decision we make to best serve our clients, crew (internally employees are referred to as crew), and communities is guided by one simple statement: “Do the right thing.”

We believe that a critical aspect of doing the right thing requires building diverse, inclusive, and highly effective teams of individuals who are as unique as the clients they serve. We empower our crew to contribute their distinct strengths to achieving Vanguard's core purpose through our values.

When all crew members feel valued and included, our ability to collaborate and innovate is amplified, and we are united in delivering on Vanguard's core purpose.

Our core purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.

Future of Work
During the pandemic, we transitioned to a work from home model for the majority of our crew and we continue to interview, hire, and on-board future crew remotely.

As we have developed the path forward, we have taken a thoughtful approach that both maximizes the advantages of working remotely and the many benefits of coming together and collaborating in a shared workspace. We believe that in-person interactions among our crew are important for preserving our unique culture and advantageous for the personal development of our crew.

When our Crew return to the office, many will work in our hybrid model. A smaller proportion of our crew will operate in the Work from Home work model (for example, field sales crew); or in the Work from Office model (for example, portfolio managers).

The working model that your role falls into will be communicated to you in the interview process - please do ask if you are unsure. We encourage you to make the decision regarding your job interview and offer knowing which model your role will fall into. We will test and learn as our ways of working evolve and will continue to evaluate working models along the way.