Location: all cities,WI, USA
Job Title: Client Director I
Department: Client Success
Location: Remote
Status: Full-Time, Salary
Are you looking to join a team where corporate values aren't just words on the website but instead are the genuine beliefs of the team? Where the people are smart, hardworking, fun, and loving? A place where the talk is walked?
That's Kasasa! There are 4 values that define our company culture - Interdependence, Empowered Ownership, Badassitude, and Love - Together these values form THE PATCH. Elevate is the wrapper around the whole Patch reminding us to seek the highest form of our values.
If you feel that our company values align with your own, please apply! If you don't, we encourage you to find a company whose values do!
Our values are a living commitment to one another. It defines everything we do, including how we build products, serve our clients, plan for the future, and work together. It is our uncompromising promise to one another, our communities, and our clients.
* Interdependence - Only team wins count. I take responsibility for my team's success. My Team is Kasasa. I hold my shield for all of us.
* Empowered Ownership - I know my goals. If they're to be, it's up to me.
* Badassitude - I am passionate about what I do because I understand why it matters. I will courageously face challenges, seeing each one as a steppingstone toward growth.
* Love - We boldly bring love to the workplace and the world.
* ELEVATE - I CREATE THE HIGHER POSSIBILITY.
ONLY THE BADASS NEED APPLY!
We're looking for much more than qualified applicants! We're looking for people who relentlessly give a sh!t (Or RGAS for short; this is a component of our Badassitude value)! We want individuals who will courageously face challenges. We don't settle for good enough. At Kasasa, we have the determination, grit, and hustle to create excellence.
Kasasa's mission is to inspire and elevate community financial institutions to be the source for love and financial wellbeing in their communities. Kasasa employees (Spartans) are passionately dedicated to this mission and lead the way - sharing our love with the world - through our words and actions - via community service and outreach. Expect to get involved and make an impact if you expect to be a Spartan.
As Spartans once did, we stand together and inspire others to join us in our mission. Stronger together and united by core values, we are more than a team. We are a Phalanx!
The purpose of this position description is to serve as a general summary and overview of the major duties and responsibilities of the job. It is not intended to represent the entirety of the job, nor is it intended to be all-inclusive. Therefore, the position may be required or requested to perform for Kasasa other work duties not specifically listed herein. Management reserves the right to modify, defer, or rescind this position description at any time, with or without prior notice.
Role Overview
The CD, Client Director, is responsible for account retention, satisfaction, and cross-selling/up-selling additional products and services to their assigned financial institutions. The CD will drive the revenue growth of existing clients and manage attrition by developing strategic and tactical level relationships across their book of business. The CD is entrusted to provide consultative strategic support through data and trend analysis to help partners execute their growth initiatives and enhance value of the Kasasa partnership. The CD owns the client relationship and is at the center of communications between the customer and Kasasa. The CD will utilize enhanced solution selling, account management, and business planning capabilities to execute strategies that maximize sales and retention performance. The individual must be able to quickly identify and transition between business development and account management responsibilities. The role will leverage resources from inside the GTM function and across the organization to deliver an efficient and streamlined opportunity and customer success process.
ESSENTIAL FUNCTIONS
* Infuses the Patch Values into your work ethic, every day and every interaction
* Meet or exceed revenue targets of assigned book of business
* Full ownership of sales process, from identifying an opportunity to close
* Achieve retention targets
* Contract renewal management and negotiation
* Execution of the customer success and opportunity management process - and ensure it is documented inside of the CRM (timely delivery, value-driven conversations, product delivery)
* Develop and execute Account Business Plan and Account Reviews
* Accountable for positive CSAT score
* Establish multiple relationship with buying and operational relationship at each Financial Institution (FI) in book of business
* Provide identified trends and insights identified in the field back to organizational stakeholders
* Champion and promote Kasasa products and services by illustrating the value of Kasasa, to address the needs and challenges of the FI
* Ensure optimal efficiency of assigned POD- Building strong, collaborative relationships with all POD members
* Establish and execute cadence of productive virtual and face-to-face meeting
* Travel up to 60%
* Other duties as assigned.
COMPETENCIES
* Proactively seizes selling opportunities by demonstrating the ability to move seamlessly between technical product expertise and business development discussions; this includes consistently demonstrating Solution Selling skills
* Develop and execute a Territory Business Plan / Account Business Plans / Resource Allocation
* Strong ability in working with, and leading, a team
* Ownership- accountability and knowhow for getting things done and resolving issues in initial stages
* Highly organized and the ability to properly manage assigned client portfolio
* Understanding Industry knowledge, trends, and direction
* Ability to identify goals, priorities and business issues and their interrelationship with revenue
* Ability to take a consultative and customer focused approach to understand issues and deliver solutions
PERFORMANCE METRICS
* Potential Revenue Bookings (Expected Value of upselling new products)
* Net Existing Rev Growth / Retention Revenue
* CSAT
* Onsite Meetings/QBR's
* Onsite branch visits
* Onsite relaunches
POSITION REQUIREMENTS
* Bachelor's degree
* Proven track record of achieving sales quota (preferably within existing clients)
* Above average negotiating skills and willingness to take risk and engage in constructive conflict
* Excellent relationship development and selling into C-suites and Senior-level management
* 5+ years of relevant selling and customer success experience in the financial industry, including expectation setting and management with understanding of accounting, finance and marketing
* Best in class communication skills - written, verbal, non-verbal and presentation
* Experience with Salesforce a plus
* Proficient in Excel
* Excellent project management skills and ability to finish projects and tasks in a timely manner
* Tireless work ethic and natural tendency to pitch in to help teammates
* Must be legally allowed to work in the U.S.
* You will be asked to participate in culture related meetings, activities, and events. We firmly believe that building culture and teamwork in a company requires extra intentionality, and thus your participation and engagement isn't just encouraged - it is required and part of your role responsibilities. If you do not want to participate in these, please do not apply.
PHYSICAL REQUIREMENTS
* Sitting for extended periods of time; approximately 5-6 hours per day
* Simultaneous use of hand, wrist, and fingers
* Daily operation of standard office equipment
* Lifts and moves up to 7-10 pounds occasionally
* Ability to travel by air and car for extended periods of time
Are you ready to join an amazing group of people who genuinely love their jobs in an environment that inspires greatness?
We are committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, ancestry, national origin, citizenship status, gender, gender identity, pregnancy, sexual orientation, transgender status, marital status, religion, creed, age, physical or mental disability, results of genetic testing, genetic information, past, present or prospective service in the military, or any other characteristic or activity protected by federal, state, or local law.