Client Success Executive

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October 1

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SBI, The Growth Advisory

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B2B • SaaS • Consulting

SBI, The Growth Advisory is a consultancy that specializes in go-to-market strategy, business advisory, and sales training to drive growth for organizations. Since its inception in 2006, SBI has enabled hundreds of enterprises to achieve increases in sales, profits, and valuations through its proven methodologies. The firm offers a range of services including strategy consulting, revenue operations, and customer success strategy, making it a comprehensive partner for businesses aiming to strengthen their market position and outperform competition. SBI serves a variety of industries, including software, technology, media, healthcare, private equity, and transportation.

51 - 200 employees

🤝 B2B

☁️ SaaS

📋 Description

• Supporting New Logo Subscription Pursuits: As a member of a prospective client’s engagement team, support the administrative and project management work associated with more complex pursuits of new subscription business - including but not limited to processing legal paperwork & DPAs, managing client communication at all levels, and scheduling follow-up meetings between the client & other members of the SBI team. • Client Onboarding: Prescriptively and assuredly educate clients how to best leverage SBI’s advisory services and ensuring a fast start to engagements. • Relationship Building: Working alongside a Growth Advisor, CSE will forge relationships with Sales, Customer Success, and Marketing Leaders across all levels and functions within an organization. • Account Retention and Development: In partnership with Growth Advisor, the CSE will ensure we are continually up-to-date on client priorities and orchestrate SBI resources to aid client in executing on their revenue growth journey. • Ensure Client Value and Impact: Responsible for ensuring Clients are engaged and satisfied with the service. Monitor client engagement and health score and interject when engagements or activity ebbs. • Proactive Servicing: Run proactive client outreach program to ensure SBI is top-of-mind for users. Continual education on new research, tools, and assets to engage with based on client need. • Wayforge & Advisory Platform Engagement: Educate and demonstrate the functionality and features of SBI’s Wayforge AI-enabled platform to drive engagement and value for the client. This will include setting up platform access, providing tutorial, uploading content to My Growth Plan, and introducing new features as they roll out. • Client Networking and Concierge Services: Proactively drive clients towards networking opportunities – both structured and ad-hoc. While supporting clients in accessing SBI’s network for job opportunities or career advice.

🎯 Requirements

• Successful track record within Account Management and/or Customer Success roles. • Experience in building successful senior-level business relationships and facilitating conversations at all levels, including the C-suite experience. • Relevant business experience in demonstrating a commercial mindset and an understanding how to drive renewal conversations and relationships. • Proficiency in understanding and driving conversations across revenue growth, sales, and marketing disciplines. • The ability to work in a high-energy, fast-paced environment, collaborating with other divisions to achieve strong results. • Strong customer service, communication, collaboration, prioritization, critical thinking and influencing skills • Comfort taking ownership over tasks, projects, and activities with an eye towards finding improvements. • Bachelor’s degree

🏖️ Benefits

• Amazing Opportunity: You’ll have an unparalleled chance to work on the most important Revenue Growth and Go-To-Market challenges with our clients and you’ll have frequent exposure to C-suite executives. • Professional and Personal Growth: We are a meritocracy where you will have opportunities to stretch and test yourself quicker than you would at other management consulting firms. Our ‘Dreamscape’ program allows you to select a mentor who will help guide you toward the achievement of both professional and personal goals. • Culture: SBI has built a values-based, high-performance culture that is pervasive in all that we do. • live wherever you want and work from home when not at the client site, and enjoy unlimited PTO. • opportunities to participate in committees that aspire to make SBI a better place to work - such as the Cultural Ambassador Committee, Diversity, Equity and Inclusion (DEI) Committee, and the Fun Committee. • Financial Reward: We offer market competitive compensation with upside driven by incentive bonus tied to KPIs like Client Satisfaction, and your own personal career growth. Peer-nominated winners of our annual Full Potential Awards & Values Awards will win generous cash awards and/or lifetime experience vacations.