Client Success Analyst at Savanna Informatics

We are seeking a proactive and results-driven Client Success Analyst to join our dynamic team. This role requires a blend of analytical skills, account management, client support and sales acumen to enhance client satisfaction, retention, and revenue growth.

As a Client Success Analyst, you will focus on driving client success by ensuring that clients achieve their desired outcomes while also identifying and pursuing sales opportunities through upselling & cross-selling our products and software. Your ability to understand client needs, build strong relationships, and close deals will be critical in achieving our goals.

Responsibilities:

Client Success & Account Management:

• Build, nurture, and maintain strong long-term relationships with key decision-makers and stakeholders within client accounts by understanding their business needs, challenges, and goals to ensure they derive maximum value from our offerings
• Serve as the primary point of contact for clients, ensuring their satisfaction and addressing any issues promptly.
• Collaborate to develop & execute client success strategies to enhance client satisfaction by regularly assessing trends, opportunities, and potential risks providing clients with actionable insights to improve their experience and outcomes.
• Conduct regular meetings & reviews to monitor progress and identify opportunities for improvement.
• Provide training and support to clients, helping them to maximize their utilization of our products and services.
•  
• Lead the onboarding process for new clients, ensuring they are well-equipped to use our products/services effectively.
• Stay informed about industry trends and customer needs to provide relevant insights to clients.

Sales Performance & Execution:

• Maintain and manage the full-cycle sales process, including prospecting, selling, and closing deals across the organization's products and services.
• Identify upsell and cross-sell opportunities within existing accounts to drive revenue growth.
• Collaborate with internal teams, including sales support, marketing, and product development, to create customized solutions for clients.
• Use outbound selling strategies to find new business and close deals at or above target metrics.
• Track and report on sales performance against targets and KPIs on a monthly, quarterly, and annual basis.
• Utilize CRM software and other tools to manage client information, track sales activities, and streamline processes.
• Analyze sales data to identify trends, drive innovation in sales approaches, and provide insights for improvement.

Coaching, Training, and Development:

• Provide ongoing training and support to new sales representatives to enhance their product expertise and sales skills.
• Participate in training sessions and industry conferences to improve product knowledge and sales techniques.

Compliance and Ethics:

• Adhere to company policies, industry regulations, and ethical standards in all activities.
• Ensure compliance with regulations related to promotional activities, documentation, and reporting

Qualifications:

• A bachelor's degree in Business, Marketing, or a related field is preferred. Relevant certifications or additional education are beneficial.
• A minimum of 1-2 years of experience in client success, account management, or sales roles, preferably in a related industry.
• Proven track record in managing client relationships, driving revenue growth, and achieving sales targets.