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Client Engagement Specialist
Dow Jones
posted 19hr ago
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Flexible timing
Key skills for the job
Job Description
Your role
Our Client Engagement Specialist (CES) is responsible for managing all renewal aspects of the relationship with a defined set of customers. You are responsible for retaining the existing contract revenue within existing buying centers and supporting new sales into these accounts made by the Account Executive.
To this end, you will need to collaborate with Dow Jones (DJ) internal teams to ensure the clients needs are met consistently to support the renewal. Ultimately you must grow successful renewals ensuring a strong revenue base for Dow Jones. Success will be measured based on the retention rates of the assigned accounts.
You will own and support
Retention
- Responsible for owning the high touch retention strategy for assigned Strategic accounts by building and executing a renewal plan
- Lead the renewal conversations with clients and in conjunction with the Account Managers, build the renewal proposal and finalise pricing
- Responsible for developing and implementing a low touch, mass communication retention program for the long tail of smaller accounts within each territory
- Proactively provide a monthly report to the Regional Sales Director highlighting high risk renewal accounts within the region and strategy/ideas to turnaround
- Responsible for ensuring appropriate levels of customer training and product utilization by working with the Product Training Specialist team and monitoring internal reports
- Oversee the overall renewal lifecycle; from pricing, contracting, to invoicing and client support, so customer concerns get addressed correctly and efficiently throughout the fiscal year
- Support new sales into existing accounts to ensure maximum customer ROI with DJ
- Serve as a client conduit internally for feedback and competitive intelligence to DJ Product, Content & Marketing.
Customer Onboarding
- Account Managers partner with CES to establish relationships with new clients (either once the contract is signed, or at the request of the clients at the selling stage to propose an implementation plan), focusing on implementation plans of products in order to drive overall client adoption and success.
- Lead new client onboarding training/workshop based on the implementation plan and manage the implementation.
Engagement
- Responsible for working with RSD and internal teams to build annual Client Engagement Programs (CEP) and Client Success Plans (CSP) for both key clients and small to medium-sized clients to drive engagements.
- Analyse and review clients usage trends and behaviors monthly to adjust CEPs and CSPs accordingly. If any potential upsell opportunities are discovered, they are passed on to the relevant AMs for follow-ups
General Account Management
- Shared responsibility for general account administration work, for example, user swaps, user allocations, user lists, invoicing issues, and usage report requests. Discussed in advance and shared between account managers and CES depending on workload.
- Provide general account management cover (to be shared with account managers) for customers in open territories.
- Remain in regular contact with APAC and global CES teams to learn and share best practices for retention and customer engagement programs and strategies.
New Starter Onboarding and Team Product Training
- Act as the lead for the Onboarding of New Starters
- Liaise with Sales Enablement and new starter Buddies for new starter training scheduling
- Lead product training sessions for new starters
- Help to ensure the existing team is up to date with product enhancements by running periodic team training sessions.
About You
- Bachelors degree with min. 2 years of proven success in customer engagement or 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
Our Benefits
- Comprehensive Healthcare Plans
- Paid Time Off
- Retirement Plans
- Comprehensive Insurance Plans
- Lifestyle programs & Wellness Resources
- Education Benefits
- Family Care Benefits & Caregiving Support
- Subscription Discounts
- Employee Referral Program .
Employment Type: Full Time, Permanent
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based on 7 employees
Flexible timing
Monday to Friday
No travel
Day Shift
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