Client Engagement Specialist

Posted 13 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
75K-95K Annually
Mid level
Digital Media • Fintech • Information Technology
The Role
Manage renewals and retention for assigned B2B accounts, develop and execute renewal plans, report on at-risk renewals, ensure product utilization and client training, oversee pricing/contracting/invoicing, support upsell/cross-sell opportunities, maintain client records, and communicate with clients via phone and email to maximize revenue retention.
Summary Generated by Built In
Job Description:About the Team:

B2B and Operations provides services, solutions and support to a wide range of customers including financial institutions, corporations, universities, government agencies, executives and business professionals.

About the Role:

The Client Engagement Specialist (CES) manages all renewal aspects of the relationship with a defined set of customers. You will retain the existing contract revenue within existing buying centers and support new sales into these accounts made by the Account Executive. You will partner with our teams to ensure the clients needs are met to support the renewal. You will develop and drive successful renewals ensuring a strong revenue base for Dow Jones. Success will be measured based on the retention rates of your assigned accounts. You will report to the Regional Sales Manager.

You Will:
  • Own the retention strategy for assigned Strategic accounts by building and executing a renewal plan
  • Provide a monthly report to manager highlighting high risk renewal accounts within the region and strategy/ideas to turnaround
  • Ensure appropriate levels of customer training and product utilization by working with the Product Training Specialist team and monitoring internal reports
  • Oversee the renewal lifecycle; from pricing, contracting, to invoicing and client support, so customer concerns get addressed correctly throughout the fiscal year
  • Support new sales into existing accounts to ensure maximum customer Return on investment with DJ
  • Know your customer including the development of good account understanding, business groups deriving value from DJ services, understanding the clients' business/industry, competitor solutions they are using and the client's current and developing needs.
  • Understand how your clients derive value from DJ services/products, know the people involved including decision makers within those groups.
  • Must identify opportunities for increased revenue within the set of accounts (up-selling and cross-selling) and work with other members of the sales team to follow through on such opportunities.
  • Maintain accurate and appropriate client records within our systems. You will communicate with clients mainly via telephone and email.
You Have:
  • Minimum of 3 years of proven success in customer engagement or B2B sales
  • Exceptional written and verbal communication skills
  • Proven ability to multi-task and adhere to tight deadlines in a fast-paced, collaborative environment
  • Excellent project management and organizational skills with a keen attention to detail
  • Proficiency in Microsoft Office Suite & Google Drive
Our Benefits
  • Comprehensive Healthcare Plans
  • Paid Time Off
  • Retirement Plans
  • Comprehensive Medical, Dental and Vision Insurance Plans
  • Education Benefits
  • Paid Maternity and Paternity Leave
  • Family Care Benefits
  • Commuter Transit Program
  • Subscription Discounts
  • Employee Referral Program

Learn more about all our US benefits

Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets

Reasonable Accommodation

We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability, email us at [email protected]. Please put "Reasonable Accommodation" in the subject line and provide a brief description of the type of assistance you need. This inbox will not be monitored for application status updates.

Please refer to the privacy notice at the bottom of this page for submitting any data access, deletion, or other data subject rights requests, where permitted under your local laws and regulations.

Business Area:

Dow Jones - Risk Sales

Job Category:

Sales

Union Status:

Union role

Base Pay Range: $75,000.00 - $95,000.00

We’re committed to offering competitive and flexible compensation to attract top talent. This pay range reflects our good faith estimate for the role and may vary based on a candidate’s experience, skills, location, and other relevant factors.

For bonus-eligible roles, targets are determined based on multiple considerations, including market benchmarks and individual contributions.

For benefits-eligible roles, we offer a comprehensive and competitive benefits package covering health, retirement, wellbeing, and more, along with optional benefits to meet the diverse needs of our employees.

Skills Required

  • Minimum of 3 years of proven success in customer engagement or B2B sales
  • Exceptional written and verbal communication skills
  • Proven ability to multi-task and adhere to tight deadlines in a fast-paced, collaborative environment
  • Excellent project management and organizational skills with a keen attention to detail
  • Proficiency in Microsoft Office Suite & Google Drive
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The Company
HQ: New York, NY
4,898 Employees
Year Founded: 1882

What We Do

When you join Dow Jones, you become part of the most dynamic, creative and savvy news and information companies in the world. As a global leader in news and business intelligence, we're newswires, websites, newspapers, apps, newsletters, databases, magazines, and video --including some of the widest-read and most-respected brands, like The Wall Street Journal, Factiva, Barron’s, MarketWatch, Financial News, DJX, Dow Jones Risk & Compliance, Dow Jones Newswires, and Dow Jones VentureSource. Our products inform the discussions and decisions that are vital to the world's commerce, while our databases make the business world more transparent. We continually develop technology to transform information into insight and prosperity. We enlighten and inspire audiences around the globe with authoritative, differentiated and trusted content.

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