SMB Client Engagement Specialist

📋 Description

• Manage SMB client portfolio to drive satisfaction, retention, adoption, and revenue growth.
• Act as virtual relationship manager with proactive, consultative communications.
• Develop scalable engagement campaigns using Salesforce, CRM automation, webinars, and product
• Identify cross-sell, upsell, and adoption opportunities across service lines.
• Analyze client data to identify trends, risks, and opportunities.
• Maintain campaign calendars and standardized communication templates.

🎯 Requirements

• High school diploma or GED; bachelor’s preferred.
• Experience managing or supporting SMB client portfolios in related roles.
• Strong relationship-building and consultative communication skills.
• Experience with CRM platforms (Salesforce) and data visualization (Power BI) a plus.
• Ability to collaborate cross-functionally and manage multiple priorities.
• Remote work readiness with occasional travel expectations.

🎁 Benefits

• Remote work opportunity within the United States.
• Base salary range: $55,000–$70,000, dependent on experience.
• Paid time off, holidays, 401(k) with employer match.
• Medical, dental, vision, life insurance; HSA/FSA options.
• Professional development opportunities; minimal travel requirements.