Senior Energy Advisor

Job Title: Client Retention Specialist

Job Description:
The Client Retention Specialist is responsible for managing assigned client accounts with a focus on retention and growth. This role involves analyzing client needs, initiating contact, negotiating terms, preparing contracts, and closing both new and renewal business opportunities. The specialist will work toward achieving sales targets through accurate forecasting and revenue generation. Key responsibilities include identifying client challenges, delivering tailored presentations, developing proposals, and collaborating with internal teams to ensure client satisfaction and account expansion.

This position reports to a direct supervisor within the organizational structure and works closely with cross-functional teams.

Career Path:
Opportunities for advancement include roles such as Senior Client Retention Specialist, Client Retention Manager, Director of Client Retention, and Key Accounts Manager. Career growth may also extend into broader sales or operations roles.

Key Responsibilities:

• Manage and grow assigned client accounts and specialized programs.
• Drive revenue growth by identifying opportunities and implementing strategies for market expansion.
• Lead account planning and coordinate resources to support client retention and growth.
• Collaborate with internal teams to develop and execute account strategies.
• Stay informed on industry trends, market dynamics, and competitive landscape.
• Understand the full sales cycle and adapt strategies to address client and market challenges.
• Monitor performance metrics and adjust strategies to meet business goals.
• Operate effectively within a dynamic and geographically diverse environment.
• Perform administrative and reporting tasks as needed.

Qualifications:

• Bachelor's degree preferred.
• Minimum of 2 years of sales experience, including at least 1 year in consultative or solution-based selling.
• Proven track record of closing deals and managing client relationships.
• Strong ability to identify client needs and navigate complex buying processes.
• Experience with value-based selling methodologies.
• Proficiency in Microsoft Office applications (Excel, Word, PowerPoint).
• Experience with CRM platforms required; familiarity with leading platforms preferred.
• Strong interpersonal skills and ability to work collaboratively across teams.