1. Serve as the primary point of contact and strategic advisor for assigned accounts.
• Develop deep knowledge of the client’s business, goals, and challenges to deliver proactive, forward-thinking solutions.
• Continually seek opportunities to innovate through products or services that will drive client value.
2. Drive account retention and revenue growth for designated accounts by identifying opportunities and ensuring consistent, high-quality service.
• Monitor client activity and identify upsell or repeat business opportunities, contributing to revenue growth while maintaining a high level of customer care.
• Contribute to process improvements that increase efficiency, accuracy, and team collaboration across client and production operations.
3. Lead strategic or analytic projects or ongoing retainer for accounts.
• Design and scope analytic projects. Lead loyalty design or redesign projects with oversight and collaboration from the Director.
• Monitor program or business KPIs and proactively deliver recommendations for test ideas or campaigns to implement.
4. Participate in new business selling to qualified prospects and help drive new prospects from selling to onboarding
· Lead the sales process for qualified prospects and give direction to the Baesman sales team on how they are to facilitate next steps.
· Develop and deliver personalized sales presentations that turn on the lightbulb and result in next steps with the prospect.
· Bring prospects through the journey of selling and onboarding to a client and ensure success in meeting the client's deliverables outlined in that process.
5. Facilitate effective communication between clients, prospects, and key cross-functional team members to ensure project clarity and alignment.
· Provide timely updates, clear documentation, and organized communication that outlines expectations, requirements, and next steps.
· Translate client and prospect needs into actionable direction for internal teams, ensuring alignment across production, analytics, and operations.
· Lead regular check-ins to maintain progress, address risks or gaps proactively, and ensure all stakeholders remain informed and coordinated.
6. Adhere to Administrative Policies and Company Handbook:
· Maintain a thorough understanding of Baesman Group’s employee handbook, policies, procedures and compliance with administrative policies.
· Promote the Baesman values: Can-do Attitude, We Before Me, Go the Extra Mile, Embrace Growth and Change, Do the Right Thing.
7. Complete Other Duties Assigned:
· Support continuous improvement initiatives to optimize processes.
· Perform other tasks as assigned by management.
· Participate in assigned training and skill development programs.