Client Partner Job Description Sample Template

JOB TITLE:

  • Client Partner

DUTIES and RESPONSIBILITIES:

  • Work with clients to help them achieve their business outcomes.
  • Work with the company’s clients to understand their goals and objectives, while also increasing product adoption and usage.
  • Drive growth with new and existing customers through initial and ongoing sales consultations.
  • Develop client relationships to serve as a trusted consultant to build and optimize their wholesale business.
  • Partner with Account Strategist to drive effective onboarding of new customers and utilization of products.
  • Work with marketing to deliver partner collateral to drive engagement.
  • Lead customer experience (including onboarding, consultations, and proactive outreach) to become a trusted partner and deliver business outcomes for our valued clients.
  • Run performance reviews with in-depth knowledge of client health, performance, and opportunities.
  • Be a product advocate by working closely with Management, Product, and Engineering utilizing both quantitative and qualitative feedback.

EXPERIENCE and QUALIFICATIONS:

  • BS / BA Degree or equivalent experience.
  • 6 years of experience in online sales, business development, agency, and digital advertising sales/marketing.
  • Comfort with, and ability to operate at an accelerated, iterative pace in a dynamic environment.
  • Strong planning and organizational skills.
  • Demonstrated ability to communicate, present, and influence credibly and effectively.

PHYSICAL DEMANDS:

  • While performing the duties of this position, the employee is regularly required to talk and hear via electronic devices (ie. computer, monitor, microphone, video, etc.) 
  • The employee frequently is required to use hands or fingers to operate a computer keyboard and mouse. 
  • Specific vision abilities required by this position include reading and viewing information on a computer monitor.