SMB Client Engagement Specialist

Job description

Accountabilities: Manage strategic engagement initiatives across a large SMB client portfolio to improve satisfaction, retention, adoption, and revenue growth. Serve as a primary virtual relationship manager through proactive, consultative communication and structured client touchpoints. Develop and execute scalable engagement campaigns using Salesforce, CRM automation, webinars, compliance updates, educational content, and product communications. Identify cross-sell, upsell, and product adoption opportunities across available service lines and help convert insights into measurable growth. Analyze client utilization, adoption, revenue, engagement, NPS, CSAT, and service performance data to identify trends, risks, and opportunities. Build and maintain campaign calendars aligned with product launches, marketing initiatives, compliance communications, and broader business priorities. Create standardized communication templates and automated Salesforce workflows to improve consistency, efficiency, and scalability. Use Salesforce, Power BI, and reporting tools to segment client populations and deliver targeted outreach designed to improve engagement and conversion. Collaborate with Sales, Account Management, Service, Marketing, Product, Operations, and other internal teams to coordinate communications and deliver a seamless client experience. Respond to client inquiries and support issue resolution by connecting clients with the appropriate internal resources and service teams. Gather and evaluate client feedback and satisfaction metrics to identify opportunities for continuous improvement. Communicate the value and measurable outcomes of virtual account management and client engagement initiatives to internal stakeholders and clients. Enhance digital self-service resources, including support portals, knowledge articles, chatbots, and other client-facing tools. Monitor program effectiveness and operational processes, recommending improvements that increase efficiency, scalability, adoption, and client outcomes. Maintain accurate documentation of client interactions, campaigns, opportunities, and account activity within Salesforce and other relevant business systems. Requirements: High school diploma or GED required; a bachelor’s degree is preferred. Experience managing or supporting a portfolio of SMB clients, preferably within client success, account management, customer engagement, sales support, or a related environment. Strong relationship-management and consultative communication skills, with the ability to engage clients proactively through virtual channels. Demonstrated ability to identify client needs, adoption opportunities, cross-sell and upsell potential, and retention risks. Experience using CRM platforms, particularly Salesforce, to manage client information, campaigns, workflows, opportunities, and engagement activity. Strong analytical capabilities and experience interpreting client utilization, revenue, engagement, satisfaction, or performance data. Experience with Power BI or similar reporting and data visualization tools is advantageous. Ability to create targeted communication campaigns, manage campaign calendars, develop templates, and leverage automation to deliver consistent client experiences. Strong cross-functional collaboration skills and the ability to coordinate effectively with Sales, Marketing, Product, Operations, Service, and Account Management teams. Excellent written and verbal communication skills, with the ability to communicate clearly with clients and internal stakeholders. Strong organization, attention to detail, follow-through, and ability to manage multiple priorities and deadlines. Ability to resolve client issues, navigate internal resources, and contribute to the improvement of self-service and digital support experiences. Comfortable working in a remote environment with a high degree of independence and accountability. Willingness to travel occasionally for internal meetings, client events, conferences, or other business-related activities. Ability to work Monday through Friday, approximately 8:00 a.m. to 5:00 p.m. EST. Benefits: Remote work opportunity within the United States. Base salary range of $55,000–$70,000, depending on experience and other relevant factors. Paid personal and sick time off. 11 paid holidays. 401(k) retirement plan with a competitive employer match. Medical, dental, and vision insurance. Group life insurance. Health Savings Account (HSA) and Flexible Spending Account (FSA) options. Employee Assistance Program. Educational assistance program. Opportunities for professional development and career growth. Minimal travel requirements, based primarily on business needs. How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a SMB Client Engagement Specialist based in United States. This role is focused on strengthening engagement, retention, and revenue growth across a broad portfolio of small- to medium-sized business clients.You will act as a virtual relationship manager, delivering proactive, consultative communications throughout the client lifecycle.The position combines relationship management with data-driven engagement programs, CRM automation, digital communications, and targeted outreach.You will use tools such as Salesforce and Power BI to identify adoption trends, client needs, satisfaction drivers, and expansion opportunities.Working closely with Sales, Account Management, Marketing, Product, Service, and Operations, you will help create a seamless and consistent client experience.The role offers an opportunity to influence scalable client engagement strategies while improving self-service capabilities and measurable business outcomes.This is a remote, full-time position operating Monday through Friday, with minimal travel as business needs require.