Sales Business Retention Representative

🕒 Maio 6

🔔 Pennsylvania – Remoto

🔔 Pennsylvania – Remote

💵 $57.400 - $98.350 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🤑 Vendas

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Wolters Kluwer

SiteLinkedInTodas as Vagas

10.000+ funcionários

Fundada em 1836

💸 Finanças

☁️ SaaS

📋 Conformidade

Finance • SaaS • Compliance

A Wolters Kluwer é uma fornecedora global de informações profissionais, soluções de software e serviços voltados para clínicos, enfermeiros, contadores, advogados, bem como para os setores fiscal, financeiro, de auditoria, risco, compliance e regulatório. A empresa está comprometida em ajudar os profissionais a aprimorar seus fluxos de trabalho, melhorar a tomada de decisões e resolver problemas complexos com confiança. A Wolters Kluwer atende clientes em mais de 180 países, oferecendo soluções especializadas que sustentam a saúde, prosperidade, segurança e direitos legais. Com mais de 21. 000 funcionários em vários países, a Wolters Kluwer continua a impulsionar a inovação e o progresso nos campos em que atua.

Descrição

• Manage a portfolio of National or Mid‑Market customer accounts • Deliver proactive, outcome‑focused customer meetings based on an established engagement cadence • Prepare agendas, lead customer conversations, and provide clear follow‑up communication • Communicate with customers in a compelling and articulate manner in both verbal and written conversations and presentations • Build trusted relationships with key customer stakeholders and champions • Maintain an understanding of customer goals, success criteria, and renewal timelines • Share customer feedback, trends, and insights to internal teams • Support new customer implementations by partnering with Sales and internal teams to ensure seamless handoff • Guide customers through onboarding, including kickoff conversations, training coordination, and early adoption support • Ensure customers understand product capabilities, best practices, and success milestones during initial rollout • Identify and address early risks during implementation to set a solid foundation for long‑term success • Drive adoption and effective use of Lippincott Solutions products • Monitor customer health and usage trends to identify risks and opportunities • Partner with Account Executives on renewals, expansions, and growth opportunities • Support customer advocacy efforts, including references or success stories where appropriate • Maintain accurate and timely customer records in Salesforce • Document customer interactions, decisions, and next steps • Prepare for and participate in Quarterly and Executive Business Reviews as needed • Create detailed usage reporting and analyze data to inform customer strategy and internal alignment • Leverage available technology and AI tools to improve efficiency and quality of customer communication • Support continuous improvements in process, quality, and customer experience • Work closely with Account Executives and internal partners to ensure aligned customer strategy • Participate in team meetings, enablement sessions, and knowledge sharing • Contribute to best practices, templates, and shared learnings across the team

🎯 Requisitos

• 2+ years of experience in Customer Success, Account Management, Sales Support, or a related customer‑facing role • Experience managing customer relationships and balancing multiple priorities • Strong written and verbal communication skills • Comfort leading virtual meetings and customer discussions using Microsoft Teams, WebEx, or similar • Proficiency with Microsoft Office tools; CRM experience preferred • 3+ years of Customer Success or B2B client management experience (preferred) • Experience in healthcare, nursing, or clinical environments (preferred) • Familiarity with SaaS, digital platforms, or learning technologies (preferred) • Experience preparing customer presentations, account plans, or business reviews (preferred) • Customer training experience is a plus (preferred)

🏖️ Benefícios

• Medical, Dental, & Vision Plans • 401(k) • FSA/HSA • Commuter Benefits • Tuition Assistance Plan • Vacation and Sick Time • Paid Parental Leave