CG

Relationship Manager

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Probably Worldwide
Work type
Remote
Posted
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Relationship Manager
Remote
At Colibri Group, culture is a critical part of our collective success, and we live our values everyday: Love, Joy, Boldness, Teamwork, and Curiosity. These values guide our interactions with each other, our customers, and the community.
Position Overview
The Relationship Manager is a critical customer-facing role which provides daily support, guidance, and growth opportunities to our customers. As a customer advocate, the Relationship Manager is responsible for delivering a superior customer experience to our customers while driving subscription renewals as well as uncovering new revenue opportunities. This role is focused on cultivating the relationship based on customer journey mapping, proactive account management, promoting customer satisfaction, upsell/cross-sell/renewal of OnCourse Learning (OCL) products and services, support customer product adoption. Our goal is to establish a referenceable customer base through raving fans!
Position Requirements & Major Responsibilities
  • Responsible for account retention through subscription renewals and upsell-cross sell opportunities with existing customers through discovery, needs analysis and account review.
  • Develop and maintain a sales forecast to help analyze market conditions and/or changes in assigned territory for maximum productivity and sales growth.
  • Establish, manage, and grow value-based relationships though exceptional communication and follow through to ensure customer satisfaction, resulting in high customer retention and sales growth.
  • Act as a trusted advisor by working with customers to help them extract maximum value from OCL’s solutions to ensure high levels of program utilization while conducting consistent calibration sessions and business reviews.
  • Define success plans rooted in data, with clear deliverables for each assigned customer and ensure clear communication across the customer operational areas, ensuring best in class service.
  • Serve as voice of the customer to prioritize feature requests and platform improvements during product discussions for OCL to improve our business solutions using the customer feedback loop.
  • All activity, including calls, e-mails, meetings and opportunities are documented in SalesForce.com to ensure Key Performance Indicators are being met
  • Build a strong understanding of client and industry segmentation, existing and emerging product and technologies, behavior, and insights to grow customer lifetime value.
  • Actively drive customer references and case studies.
Qualifications
  • Bachelors’ degree required
  • Financial services experience (selling to banks, credit unions, money services) preferred
  • Experience providing SaaS customer-facing account management & upsell/cross-sell/subscription renewals required
  • Data driven & project plan and management skills
  • Strong work ethic and ability to manage high levels of volume across multiple customers and projects, with varying degrees of priorities, while fostering retention, growth and loyalty in a fast-paced environment
  • Salesforce experience preferred
  • PowerPoint, Word, and Excel mastery required
  • Excellent verbal and written communication skills
  • Ability to leverage your creativity, intellect, and results-oriented attitude to advance Colibri’s vision for the future.
About Colibri Group
Colibri Group is building the future of professional education. Headquartered in St. Louis, Missouri, Colibri Group is one of the pioneers of online professional education, introducing some of the first web-based professional education courses in 2001. Students and professionals start and advance their careers through the company’s online and in-person learning solutions for licensing, continuing education, test preparation and professional development.
Today, we proudly serve over one million customers each year and employ more than 900 mission-aligned professionals. Our family of brands are the leading online professional education platforms in their respective end-markets. We provide a holistic learning experience for students and professionals to achieve more and thrive throughout their careers in real estate, financial services, teacher education, healthcare, valuation and property services, accounting, among other professions. Visit www.colibrigroup.com for more information.
Colibri Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. Colibri Group prohibits discrimination and harassment of any kind based on race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, or any other status protected under federal, state, or local law.

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