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Client Ambassador

Client Ambassadors are responsible for developing and maintaining warm and friendly relationships with existing clients and generating reviews, references, and warm referrals for the sales team. 

Responsibilities

• Proactively contact all assigned accounts to: 

  • Build warm personal connections. 
  • Confirm that the accounts view the company favorably and have had a positive experience thus far. 
  • Identify from the accounts ways in which the company can continue to improve and share these ideas with sales management. 
  • Reassure the accounts if they report outstanding issues or concerns and escalate appropriately, communicate updates in a timely manner to the accounts and share the details of resolution. 
  • Verify the business software the accounts use and ensure all accounts are aware of the benefits of integration, email payment tools, and other beneficial services to expand usage of the company’s products. Assist with obtaining these additional features. 
  • Obtain positive customer surveys, online reviews, references, and client referrals from accounts. Three client referrals requested in all positive interactions. 
  • Ensure accounts are satisfied and request a survey response after all interactions - performance based in part on responses to surveys. 
  • Discover if the accounts belong to any associations and work with any software resellers - generate potential partnership opportunities for the company. 

• Enter all updates correctly in the company’s CRM system and notify relevant parties if impactful changes are requested by accounts. 

• Develop ideas to enhance the experience for the company’s accounts and share a minimum of 5 suggestions at each monthly performance evaluation. 

• All other tasks as directed by sales leadership. 

General Expectations

  • Act with integrity in all interactions and develop trust with accounts. 
  • Engage with accounts in a way that builds confidence in the company and projects a warm and friendly image. 
  • Follow-up appropriately when needed to ensure accounts experience a high level of responsiveness, even if there is no substantive update or resolution to an outstanding item. 
  • Work closely with the technical support and admin departments to ensure accounts are assisted in a timely manner.
  • Maintain positivity and high level of energy on the phone with accounts throughout each day. 

Performance Metrics 

  • Productivity Time - 5 hours outbound calls to assigned accounts daily (measured on a 1 to 5 scale). 
  • 90-Day Touch - All assigned accounts contacted every 90 days at a minimum (measured on a 1 to 5 scale).
  • Online Reviews - Minimum 50 online reviews posted and logged in CRM system monthly from assigned accounts (measured on a 1 to 5 scale). 
  • References - Obtain permission from a minimum of 50 accounts to offer their information as a company reference monthly (measured on a 1 to 5 scale). 
  • Client Referrals - Generate 50 warm referrals from accounts (contact name, phone number, company name, email address) monthly (measured on a 1 to 5 scale).
  • Survey Responses - Maintain an average score of no less than 95% on all surveys received after interactions with accounts.