Customer Success Representative

| New York, NY, USA
Employer Provided Salary: 55,000-65,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Customer Success Representative

RTM Business Group

Hybrid in NY, NJ, CT


51-200 employees • Market Research

Originally posted May 2024; this is a 100% hybrid, full-time role

Who We Are

RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration.

Our events are located in major cities throughout the country - LA, Austin, San Diego, Miami, Chicago, DC, etcOur team travels together which is a truly unique experience, different from "traditional" work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture.

About the Role

RTM is looking for an enthusiastic Customer Success Representative to join our team! The ideal candidate is passionate about nurturing client relationships and professional development. You will report to the Manager of Customer Success and focus on managing our premier partnerships, upselling our products and ensuring all clients are seeing maximum returns in their investments. We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work.

This role is Hybrid in NY, NJ and CT with 1-2 days a week in the office.


  • Develop and manage relationships with RTM's top clients to support their continued success and growth
  • Support the onboarding of new clients by managing project data to ensure a seamless transition into the RTM ecosystem
  • Research, identify and qualify target market leads through a variety of sources
  • Conduct daily prospecting activities through tailored emails and social outreach
  • Prepare clients for events by proactively communicating timeline of events, reminders, expectations and hotel information
  • Conduct check-in calls with clients and upsell meetings for future events
  • Debrief with clients post event to ensure RTM's products continue to improve year over year
  • Update materials, data and meeting selections on Airtable, HubSpot and other systems
  • Partner with Vendor Sales team with live status reports on data, materials and clients
  • Ensure all tasks are completed and data is up-to date on HubSpot, notifying Vendor Sales team on inaccuracies and uncompleted tasks on a weekly basis
  • Collaboratively create client testimonials and event collateral with team
  • Travel nationally throughout the year for events as necessary, 4-5 days per event

Skills and Qualifications

  • Ability to travel
  • Bachelor's degree
  • 1-2 Years of Customer/Account Management or B2B selling experience
  • Professional & interpersonal communication skills
  • Passion for professional learning and development
  • Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy
  • Must be proactive and have the ability to work under pressure
  • Balance and prioritize multiple deadlines at once
  • Exceptional follow-up and follow-through skills
  • Competency with technology and ability to learn new software and applications

Preferred Qualifications

  • Experience with Airtable and/or HubSpot


  • 15+ PTO Days
  • Flexible/Hybrid work model (WFH and Remote opportunities)
  • Medical/dental/vision coverage
  • 401K after 12 months of employment
  • Pre-tax commuter benefits
  • Travel to major cities (all expenses paid)
  • Opportunity for lateral and vertical movement within the company, inter/intra departmentally

Salary $55,000 base + bonuses/incentives/uncapped commission

Year one total compensation expectations: $60,000 - $65,000

RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.

More Information on RTM Business Group
RTM Business Group operates in the Marketing Tech industry. The company is located in New York, NY. RTM Business Group was founded in 2012. It has 75 total employees. To see all 5 open jobs at RTM Business Group, click here.
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