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Client Success Director

Role overview

Qualifications

  • Experience in client relations and account management
  • Strong understanding of product offerings
  • Ability to analyze client needs and develop strategies
  • Excellent communication and interpersonal skills

Responsibilities

  • Serve as the primary contact for clients
  • Understand client goals and provide tailored solutions
  • Manage revenue and growth strategies for assigned clients
  • Build and maintain relationships through regular communication and travel

Key facts

Other skills

  • Communication
  • Problem Solving
  • Teamwork
  • Time Management

About the company

Wiland logo

Wiland

AdTech & Programmatic Advertising

Wiland is the marketing data company that leading brands and organizations trust to help them achieve their most important business objectives. Wiland’s audience and data products are fueled by the largest set of consumer spending signals ever assembled and the most advanced AI-enabled predictive modeling platform. The company serves as an industry innovator of targeted marketing solutions that have their foundation in consumer data ethics and privacy protection. Wiland also has the largest donor database in America. By helping marketers and fundraisers analyze, enrich, scale, and activate their first-party data, Wiland enables them to run high-performing multichannel campaigns that produce maximum ROI. Since 2005, Wiland has assembled the brightest minds, the best modeling platforms, and the most comprehensive, detailed consumer spending data to create profitable connections between brands and their ideal customers. In addition to its reputation as a data-driven marketing leader, Wiland is also a company recognized for its culture of honesty, integrity, and transparency. Clients, vendors, partners, and consumers are treated with the utmost respect and kindness as valued stakeholders in the company’s success. Wiland has also received numerous top workplace designations and awards for excellence. Follow Wiland here on LinkedIn to learn how you can achieve your goals for revenue growth and profitability.

Company details

Company typeSME
IndustryAdTech & Programmatic Advertising
Company size201 - 500

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Job description

JOB SUMMARY:

The Client Success Director (CSD) is the primary Client contact within the Wiland organization. This individual is responsible for meeting or exceeding revenue goals for their assigned book of Clients and ensuring Client satisfaction and retention. The CSD will maintain regular communications with their Clients and understand the Clients business goals and metrics. The CSD will create Client development plans to ensure we are meeting needs and growing revenues from each Client. Travel to Client offices and industry events may equal or exceed 25% of time worked.


ESSENTIAL FUNCTIONS/RESPONSIBILITIES:

1. Primary Client contact.
2. Responsible for understanding the complete suite of Wiland products and Success and how they can benefit our Clients.
3. Responsible for selection of models and delivery of recommendations or proposals.
4. Responsible for all revenue for assigned Clients. Up-sell/Cross-sell to existing Clients as appropriate to maximize revenue results.
5. Strategize with Clients. Become educated and experienced in Clients’ Industries. Maintain a thorough understanding of each Clients’ businesses.
6. Move Clients through the Client “Maturity Cycle.” Develop and maintain Client Development Plans.
7. Meet or exceed individual Sales and Revenue Goals, tracking monthly and quarterly progress toward achieving objectives.
8. Build Client relationships by traveling to Clients’ locations and industry events as necessary. Provide and sustain a high level of service and exceed Client expectations. This will include prompt response and issue resolution, accurate orders, innovative solutions, etc.
9. Initiate Initial Strategy / Data Call for Data Submission Plan. Positively kicks off Client relationship by establishing regular communication, quickly building rapport and managing the initial call.
10. Obtain and manage Client mail schedules, ensuring recommendations are sent for each opportunity.
11. Acquire and track Client metrics and model results for all clients. Review results for impact, improvements and opportunities.
12. Coordinate with Production for:

  • Client data improvement
  • Client results improvement
  • Client model recommendations
  • Client low net/house file match issues
  • Client model delivery time schedules

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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