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Colibri Group
E-Learning / EdTech
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Revenue Growth & Retention
● Drive growth across multiple product lines including CPA, CPE, AI, Staff Levels Training, CMA, CIA, EA, certificates, and other Becker offerings.
● Develop strategies to identify new revenue opportunities within existing client accounts.
● Ensure proactive management of high-risk renewals and attrition risks.
● Improve customer adoption and engagement to maximize renewal success and customer lifetime value.
Strategic Account Management
● Develop multi-threaded relationships throughout client organizations.
● Promote consultative selling and trusted advisor relationships.
● Support enterprise contract negotiations and complex account expansion strategies.
● Leverage client usage data, business objectives, and workforce development initiatives to drive recommendations.
● Ensure consistent executive engagement within key accounts.
Pipeline Management & Forecasting
● Maintain accurate forecasting and pipeline health.
● Ensure Salesforce reflects current opportunity status and qualification standards.
● Monitor renewal risk, contract movement, expansion opportunities, and forecast accuracy.
● Drive disciplined opportunity management utilizing company sales methodologies and qualification frameworks.
Customer Success & Adoption
● Champion customer onboarding, adoption, and engagement strategies.
● Ensure clients clearly understand Becker's full portfolio and value proposition.
● Partner with implementation and customer success resources to improve client outcomes.
● Utilize usage reports, status reports, and client feedback to improve retention and expansion results.
● Foster a proactive approach to identifying client needs and delivering solutions.
Cross-Functional Collaboration
● Partner with B2B Marketing on campaigns, client communications, events, and ABM initiatives.
● Collaborate with Product, Customer Service, Operations, Finance, and Sales Enablement teams.
● Provide field insights regarding customer needs, market trends, product adoption, and competitive dynamics.
● Support organizational initiatives, new product launches, and strategic growth programs.
Operational Excellence
● Drive CRM adoption and data integrity.
● Ensure consistent use of Salesforce as the system of record.
● Monitor activity metrics, pipeline coverage, account reviews, and customer engagement standards.
● Leverage AI-enabled tools and analytics to improve efficiency, client preparation, and strategic decision making.
Preferred Experience:
● 5+ years sales experience.
● Background in SaaS, professional education, professional services, learning & development, or B2B sales.
● Proven success leading to renewal, retention, and expansion efforts.
● Experience managing enterprise and strategic accounts.
● Expertise with Salesforce and forecasting processes.
● Strong analytical and business planning skills.
Based on current CARE Team priorities and discussions, the ideal NSM:
● Balances retention and growth equally.
● Creates disciplined pipeline management.
● Uses client usage data to drive business reviews.
● Identifies cross-sell opportunities across Colibri’s full portfolio.
● Consultative selling behaviors.
● Drives AI, Staff Levels Training, CPE, CPA, and enterprise growth initiatives.
● Builds strong relationships with Accounting Firms, Government Agencies, Corporations, and Learning & Development leaders.
● Maintains a culture of accountability, professionalism, collaboration, and client advocacy.
● Travel Required.
After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.
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