Client Retention Specialist - Hybrid Role

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Westborough, Massachusetts, United States

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Job Description

The Client Retention Specialist at Freedom Energy Logistics LLC in Westborough, MA, focuses on managing accounts to exceed sales targets through analysis, negotiation, and contract execution. Responsibilities include maintaining accounts, driving revenue growth, collaborating with internal teams, and understanding industry trends. The role requires a Bachelor's degree and at least 2 years of sales experience. This is a hybrid position, indicating some in-office work is required.
Job Title: Client Retention Specialist

Job Description: The Client Retention Specialist will work with assigned accounts focused on analyzing, contacting, negotiating, contracting, and closing new and existing business to exceed sales targets. They will execute against sales goals, including accurate forecasting and revenue attainment. This generally includes attention to detail, identifying customer needs/challenges, delivering solution presentations to clients, developing proposals, negotiating contracts, and closing business in a timely manner. The Client Retention Specialist will work closely with Operations and Sales Departments, they will report to the person directly above them in the company organization chart.

Career Path: Client Retention Specialists can look for growth in the Operations or Sales departments. Growth opportunities include Client Retention Specialist II-II, Senior Client Retention Specialist I-III, Client Retention Manager, Director of Client Retention, and Key Accounts Manager.

Principal Responsibilities
• Maintain and enhance assigned house accounts and mini-business programs.
• Accountability for driving revenue growth to meet or exceed expectations, including identification of revenue drivers and metrics focused on market expansion and penetration.
• Lead the account planning process effectively and create or find the resources needed to renew and grow accounts efficiently.
• Effectively collaborate with internal Operations, Sales, and ContactingPricing Teams to establish and drive account program development and growth.
• Maintain a thorough understanding of industry trends, business processes, financial measurements, performance indicators, and key competitors.
• Understanding the product sales cycle and challenges, including the strategies of competitors, and leveraging this knowledge to hone sales strategies.
• Monitoring performance-to-plan throughout the fiscal year and adjusting direction, focus, and sales initiatives as needed to effectively penetrate the market.
• They must be comfortable with a complex matrix management environment and be willing to operate flexibly across a large and often diverse geography and client base.
• Other administrative tasks as required.

Required Experience
• Bachelor's Degree preferred. Sales experience in energy preferred.
• A minimum of 2 years of sales experience, with at least 1 year of experience in face-to-face selling of complex solutions.
• Demonstrated success in closing deals
• Proven ability to uncover needs and buying processes
• Skilled in consultative and value selling methodology, with a deep understanding of the client's needs, challenges, and goals.
• Proficiency with Microsoft applications required (Excel, Word, and PowerPoint).
• Proficiency in a Customer Resource Management platform required. Salesforce preferred.
• Must be flexible with the ability to work effectively and collaboratively with all colleagues.

Work Environment: While performing the job responsibilities, these work environment characteristics represent the environment the job holder will encounter. Therefore, reasonable accommodations may be made to enable people with disabilities to perform the job's essential functions.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by the job holder within this job. Note that this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities, or working conditions associated with the position.

Freedom Energy Logistics is an Equal Opportunity Employer and will not discriminate against any individual based on race, color, sex, national origin, age, religion, marital status, sexual orientation, gender identity, gender expression, military or veteran status, disability, or any factors prohibited by applicable law.

Freedom Energy Logistics


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