SMB Client Engagement Specialist

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DISA Global Solutions, Inc.

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1987

🏥 Healthcare

📦 Logistics

💼 Consulting

Healthcare • Logistics • Consulting

DISA Global Solutions, Inc. is a leading provider of background screening, drug and alcohol testing, and compliance solutions for employers. Since 1986, the company has been helping employers hire and retain top talent by offering consolidated solutions that save time and resources. DISA's expertise includes background screening, drug testing, occupational health services, transportation compliance, and more. They serve a diverse range of industries, including healthcare, transportation, retail, finance, and entertainment, among others. DISA aims to help customers navigate complex screening laws, improve workplace safety, and build comprehensive compliance programs. The company is also known for its contractor management and entertainment compliance solutions. With a focus on integrating innovative technologies, DISA Global Solutions strives to enhance workforce compliance and safety across North America.

📋 Description

• Manage strategic engagement initiatives for a large portfolio of SMB clients to strengthen satisfaction, retention, and revenue growth • Serve as the primary virtual relationship manager for assigned and unassigned SMB accounts through proactive, consultative communication • Develop and execute client engagement campaigns using Salesforce, CRM automation, webinars, compliance updates, product communications, and educational content • Identify cross-sell, upsell, and product adoption opportunities • Analyze client utilization, adoption, revenue trends, engagement metrics, NPS, CSAT, and service performance metrics • Develop and maintain campaign calendars aligned with product launches, marketing initiatives, compliance updates, and business priorities • Create standardized communication templates and automated Salesforce workflows • Segment client populations using Salesforce, Power BI, and reporting tools for targeted outreach • Partner with Sales, Account Management, Service, Marketing, Product, Operations, and other teams • Support client inquiries and issue resolution by connecting clients with appropriate internal resources • Enhance self-service resources including support portals, knowledge articles, chatbots, and digital tools • Monitor operational processes and program effectiveness and recommend improvements • Maintain accurate documentation of client interactions, campaigns, opportunities, and account activity • Perform additional duties as assigned

🎯 Requirements

• High School Diploma or GED required • Bachelor's degree preferred • Experience managing strategic engagement initiatives for a large SMB client portfolio • Experience serving as a virtual relationship manager through proactive, consultative communication and support • Experience developing and executing targeted engagement campaigns using Salesforce, CRM automation, webinars, compliance updates, and product communications • Ability to identify and drive cross-sell, upsell, and product adoption opportunities • Ability to analyze client utilization, adoption, revenue trends, and satisfaction metrics • Ability to create and manage campaign calendars, templates, and automated workflows • Experience using Salesforce, Power BI, and reporting tools to segment clients and execute targeted outreach • Ability to collaborate cross-functionally with Sales, Account Management, Service, Marketing, Product, and Operations • Ability to support client inquiries and issue resolution • Ability to monitor and improve operational processes • Ability to work Monday–Friday, 8:00 am–5:00 pm EST • Minimal travel may be required based on business needs • Ability to perform the listed physical requirements, including sitting up to 8 hours per day and occasional lifting up to 15 lbs.

🏖️ Benefits

• Competitive pay • Robust benefits • Ongoing training through the internal learning and development team • Monthly appreciation events • Career advancement opportunities • Personal and Sick Paid Time Off • 401k with a highly competitive match • 11 Paid Holidays • Medical/Dental and Vision • Group Life Insurance • HSA/FSA • Employee Assistance Program • Educational Assistance Program