Customer Success Representative

Customer Success Representative
RTM Business Group
Hybrid in NY, NJ, CT
Full-time
51-200 employees · Market Research
Originally posted May 2024; this is a 100% hybrid, full-time role
Who We Are
RTM Business Group is a professional development conferences and events company working in EdTech, Healthcare, Government, Medical and Banking sectors. We partner with Fortune 1000 companies, catering specifically to the C-suite, providing curated content and peer-to-peer collaboration.
Our events are located in major cities throughout the country – LA, Austin, San Diego, Miami, Chicago, DC, etc..Our team travels together which is a truly unique experience, different from “traditional” work travel, which in turn cultivates interdepartmental relationships and friendships that drive our collaborative culture.
About the Role
RTM is looking for an enthusiastic Customer Success Representative to join our team! The ideal candidate is passionate about nurturing client relationships and professional development. You will report to the Manager of Customer Success and focus on managing our premier partnerships, upselling our products and ensuring all clients are seeing maximum returns in their investments. We offer extensive, ongoing training and a unique opportunity for both collaborative and independent work.
This role is Hybrid in NY, NJ and CT with 1-2 days a week in the office.
Requirements
Develop and manage relationships with RTM’s top clients to support their continued success and growth
Support the onboarding of new clients by managing project data to ensure a seamless transition into the RTM ecosystem
Research, identify and qualify target market leads through a variety of sources
Conduct daily prospecting activities through tailored emails and social outreach
Prepare clients for events by proactively communicating timeline of events, reminders, expectations and hotel information
Conduct check-in calls with clients and upsell meetings for future events
Debrief with clients post event to ensure RTM’s products continue to improve year over year
Update materials, data and meeting selections on Airtable, HubSpot and other systems
Partner with Vendor Sales team with live status reports on data, materials and clients
Ensure all tasks are completed and data is up-to date on HubSpot, notifying Vendor Sales team on inaccuracies and uncompleted tasks on a weekly basis
Collaboratively create client testimonials and event collateral with team
Travel nationally throughout the year for events as necessary, 4-5 days per event
Skills and Qualifications
Ability to travel
Bachelor's degree
1-2 Years of Customer/Account Management or B2B selling experience
Professional & interpersonal communication skills
Passion for professional learning and development
Self-starter, extremely organized and detailed-oriented with a strong commitment to accuracy
Must be proactive and have the ability to work under pressure
Balance and prioritize multiple deadlines at once
Exceptional follow-up and follow-through skills
Competency with technology and ability to learn new software and applications
Preferred Qualifications
Experience with Airtable and/or HubSpot
Benefits
15+ PTO Days
Flexible/Hybrid work model (WFH and Remote opportunities)
Medical/dental/vision coverage
401K after 12 months of employment
Pre-tax commuter benefits
Travel to major cities (all expenses paid)
Opportunity for lateral and vertical movement within the company, inter/intra departmentally
Salary $55,000 base + bonuses/incentives/uncapped commission
Year one total compensation expectations: $60,000 - $65,000
RTM Business Group, provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, gender, national origin, age, disability, or any other federal, state, or local protected class.