Client Partner

NaviStone

$80K — $120K *
US-AnywhereRemote in United States
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-3 years experience in roles such as Client Partner or Customer Success Manager.
  • Experience with data aggregation, digital or social advertising, or direct mail.
  • Familiarity with B2B enterprise in industries like home décor, beauty, or online retail.
  • Previous forecasting experience.
  • Analytical problem-solving skills with a data-driven mindset.
  • Proficiency in CRM platforms like HubSpot.
  • Strong skills in Microsoft Office, especially Excel and PowerPoint.

Responsibilities

  • Establish trusted relationships with 20-40 client accounts.
  • Maintain, grow, and reactivate a designated book of business.
  • Forecast and track client revenue and growth weekly.
  • Provide strategic insights using real-time data.
  • Collaborate with internal teams on executing marketing strategies.
  • Develop strategies to achieve quarterly revenue targets.
  • Conduct presentations in client meetings and quarterly business reviews.

Benefits

  • Generous medical, dental, and vision benefits.
  • Retirement benefits for you and your family.
  • Countless professional development opportunities.
  • Unlimited vacation and a generous number of paid holidays.
  • Engaging employee events throughout the year.
Full Job Description
Client Partner

As a Client Partner you will represent NaviStone as a strategic partner with the focus of maintaining, growing, and retaining our clients - while also supporting a key partner relationship. If you are Customer-Focused, Analytical, and motivated by Problem Solving and Learning, this may be the role for you!

What You'll Do
  • You will establish a trusted/strategic advisor relationship with 20-40 client accounts.
  • You will be responsible for maintaining, growing and reactivating your book of business.
  • You will accurately forecast and track client revenue and growth on a weekly basis.
  • You can use our real time data to proactively provide strategic insights and data-driven recommendations.
  • You will work closely with internal teams to execute marketing strategies.
  • You will develop strategies and account plans to meet quarterly revenue targets.
  • You will use your presentation skills during regular in person and virtual meetings and quarterly business reviews with the client, as the face of NaviStone.
  • You will also work with new clients, testing NaviStone products to ensure results meet or exceed expectations.


What You Will Need to Succeed
  • You have 2 - 3 years of experience as a Client Partner, Customer Success Manager, Partnership Manager and/or Campaign Manager
  • You have direct experience with a data aggregator, digital or social advertising, or direct mail
  • You ideally have B2B enterprise experience within the home décor, home services, beauty/wellness, online retail, apparel, travel or adjacent verticals.
  • You have forecasting experience
  • You are an analytical and data-driven problem solver
  • You have experience with a CRM platform, such as HubSpot
  • You have strong Microsoft Office Skills, including Excel and PowerPoint
  • You have a demonstrated relationship building and presentation skills
  • You are motivated by a collaborative work environment
  • You have exceptional organization skills
  • You can travel up to 2 times per quarter for client visits


Location: Remote - United States

Develop your best you, and reinvigorate for what's next
NaviStone's benefits, programs, and perks are purpose-built to help you grow stronger professionally, and personally. We offer generous medical, dental, vision, and retirement benefits for you and your family.

We never stop growing, and we never stop learning. Want to explore AI? Develop new coding skills? Become a better presenter? Grow your leadership skills? Learn advanced yoga? We offer countless professional and personal development opportunities to fuel your ambitions.

We're a Rocketship, but even Rocketships need rest! We work hard, and we go fast. But we also recharge! With unlimited vacation, a generous number of paid holidays, and fun employee events throughout the year, you can refuel and reinvigorate for the incredible journey ahead!

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