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Customer Success Manager managing strategic client relationships for Octadesk's SaaS platform. Focusing on client satisfaction and upselling opportunities while collaborating with internal teams.
About the role
- Prospecting and Driving Business Development: Conduct outreach via calls, emails, and networking to secure 10+ meetings/week with business owners.
- High-Impact Sales Execution: Utilize a consultative sales approach to introduce Cogent’s Discovery Process, an expert-led business analysis designed to uncover opportunities for profitability and efficiency.
- Market Leadership & Brand Ambassadorship: Engage with business owners and key stakeholders in your region to establish a strong presence, positioning Cogent as the go-to partner for business growth.
- Strategic Pipeline Ownership: Work closely with Cogent’s in-office business development team to maximize client-facing appointments, while driving your own pipeline growth and closing high-value deals.
- Performance-Driven Leadership: Your success is measured entirely by your ability to prospect, convert, and drive revenue. While business development and marketing provide support, you are accountable for your market’s performance.
- Aggressive Sales Targeting: Drive a minimum of 35 prospect touches per week, securing at least one Discovery commitment weekly.
Requirements
- Has 10+ years of executive-level, consultative B2B sales experience
- Is an expert prospector with a strong track record of engaging business owners and closing deals
- Is an autonomous, high-energy hunter who thrives in a competitive environment
- Has advanced CRM and software skills for proposals and presentations
- Can travel within their territory for in-person meetings (up to 75% overnight travel)
Benefits
- Health, Dental, & Vision Insurance
- Life Insurance
- HSA/FSA
- 401(k)
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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