Sales Jobs in The Colony, TX
117 positions found
The Trade Show & Event Coordinator owns trade show strategy, execution, and performance measurement across Canada, USA, Mexico, and Central America for Performance Materials, Human Nutrition, Animal Nutrition, Pharmaceuticals, and Personal Care.
This role ensures Barentz is represented as the premier distributor and technical expert in every market we serve. Trade shows must deliver measurable commercial impact while strengthening brand awareness and market positioning.
This is a cross-functional role partnering with Divisional Presidents, VP of Sales, Division Marketing Managers, Principal Managers, MAG, and Global Marketing.
Core Responsibilities
Trade Show Strategy & Calendar Ownership
- Develop and manage the annual trade show master calendar across Canada, USA, Mexico, and Central America.
- Align participation with divisional priorities, principal initiatives, and growth objectives.
- Establish measurable KPIs for each event including pipeline targets, qualified meetings, and brand exposure.
- Lead pre-event alignment and post-event debrief meetings.
When four or more trade shows overlap, partner with Division Marketing Managers to prioritize and support execution of key events.
Event Execution & Logistics
- Manage booth selection, contracts, booth builds, meeting room and suite rentals, and vendor negotiations.
- Oversee exhibit design aligned with global brand standards and vertical-specific messaging.
- Coordinate all operational requirements including material handling, furniture, flooring, electrical, rigging, cleaning, refrigeration, catering, audio-visual, and team registration.
- Procure and maintain booth assets, promotional materials, and giveaways.
- Manage shipping, samples documentation, customs (as required), installation, and breakdown logistics.
- Ensure premium execution consistent with Barentz brand positioning.
On-Site Oversight & Team Coordination
- Attend major trade shows where Barentz has significant financial investment or strategic importance.
- Provide on-site leadership to ensure brand standards and lead capture protocols are executed properly.
- Coordinate hotel accommodations, transportation, and team logistics.
- Define attendee roles, expectations, and meeting schedules prior to events.
Experiential Marketing & Promotion
- Plan traffic-driving initiatives including coffee stations, sponsorships, networking events, and customer entertainment.
- Partner with Sales and MAG to coordinate targeted prospect and customer meetings.
- Collaborate with Marketing on pre- and post-show promotion including LinkedIn, email campaigns, and principal visibility.
Lead Management & ROI Reporting
- Standardize lead capture and CRM/BRM integration processes.
- Ensure timely data entry and alignment with sales follow-up expectations.
- Track and report leads generated, qualified opportunities, pipeline value, revenue influenced, and cost per lead.
- Deliver post-event performance summaries within 10 business days.
Brand Awareness & Market Positioning
- Ensure each event reinforces Barentz as a premier distributor and industry expert.
- Elevate booth presence to reflect premium positioning and technical authority.
- Measure brand impact through inbound inquiries, digital engagement, principal feedback, and leadership evaluation.
Budget Responsibility
- Develop and manage the annual trade show budget across all divisions.
- Monitor booth, travel, activation, and promotional expenditures.
- Maintain fiscal discipline while protecting brand quality and visibility.
Key Performance Indicators
- Pipeline generated from trade shows
- Cost per qualified lead
- Event-to-opportunity conversion rate
- Revenue influenced by participation
- Brand awareness growth within target verticals
- Principal and executive satisfaction
- Budget adherence
Qualifications
- 3+ years of B2B trade show or event leadership experience.
- Experience managing multi-division coordination.
- Strong project management and budget oversight skills.
- CRM proficiency (Dynamics preferred).
- Experience in ingredient distribution, chemical, pharmaceutical, or industrial markets preferred.
Who we are:
Delta, founded in 1971, is a global provider of power and thermal management solutions. Its mission statement, "To provide innovative, clean and energy-efficient solutions for a better tomorrow," focuses on addressing key environmental issues such as global climate change. As an energy-saving solutions provider with core competencies in power electronics and automation, Delta's business categories include Power Electronics, Mobility, Automation, and Infrastructure.
About the role:
Multi-functional role with responsibilities encompassing every aspect of Sales Order management. Point-of-Contact and liaison between Delta and our Customer. Comfortable operating in a fast-paced, challenging environment. Self-motivated, critical thinker, possessing a highly driven, professional mindset towards customer focus. Capable of operating independently making business decisions that align with corporate and department policies. Delta’s core goals include delivering quality products, on time with an excellent customer experience; this position is pivotal in achieving that goal.
Key Responsibilities:
- Daily, detailed order management of assigned customer accounts. Oversees sales order life cycle (po receipt, order entry, setting price points, planning, shipping and invoicing).
- Performs high-level Material Planning functions in SAP to interpret inventory positions in to plan or update Sales Orders and create Delivery Notes for Shipping Dept.
- Liaison with all internal departments…Sales, Purchasing, Production Planning, Shipping, Warehouse, RMA and Finance to guarantee our customer commitments are delivered on-time and in-full.
- Develops or updates current customer specific and departmental procedures and policies to improve efficiency and accuracy in order management and operational activities.
- Provides operational updates (Open Order, Delivery Status and Invoice Reports) to customer via customer portals, email, phone calls and regularly scheduled meetings.
- Reports to Management and Sales Team through weekly meetings using Excel re-ports; utilizing functions such as (Pivot Tables, VLOOKUP and Charts)
- Coordinates with other Delta manufacturing and warehousing facilities to schedule customer drop shipments.
- Assists Accounts Receivable and Accounts Payable teams in resolving outstanding invoice issues.
Minimum Qualifications:
- Proficient, experienced computer software user across multiple platforms. MS Office (Outlook, Excel, Word and Power Point) and ERP systems (SAP highly preferred).
- Excellent typing and data entry skills; highly focused on attention to detail and accuracy.
- Effective communication skills, both oral and written, with experience in customer facing exposure.
- Demonstrated ability to comprehend a broad range of complex issues and problem solve real-time while working with customer base.
- Established history operating in collaborative team atmosphere. Effective time management and organizational skills, with ability to prioritize critical tasks.
Preferred Qualifications:
- 1-2 years' experience in customer service or business operations environment.
Join our fashion-obsessed team, dedicated to a styling and social experience that makes women feel beautiful.
POSITION OBJECTIVE:
The Sales Lead is responsible for supporting Management in promoting a customer and product-focused sales culture, where our values and guiding principles are at the forefront of all store operations, including great customer experience and maximum profitability. We love what we do, and believe that with our teams, we are the most amazing place to work, learn, and grow!
FUNCTIONAL RESPONSIBILITIES:
Drive for Results
Establishes and communicates clear expectations, holding store team and themselves accountable for achieving all brand, performance, and behavior standards.
Performs and oversees basic operational activities such as opening and closing duties, and merchandise flow processes.
Supervises associates engaged in sales, inventory receipt, reconciling cash receipts, or in performing services for customers. Utilizes weekly schedules to ensure proper floor coverage within fiscal guidelines. Maintains knowledge of current sales and promotions; presents and displays merchandise in accordance with current promotions and standards.
Maintains standards in merchandise handling, presentation, loss prevention, and all other duties as directed by Management.
Develops a high-performance culture, motivating sales team to meet assigned sales and productivity goals; meets personal sales goals.
Trains and coaches to ensure selling team is fluent in all aspects of product knowledge on line and in store.
Trains, coaches and assists with locate fulfillment and selling.
Build High Performing Teams
Motivates and inspires store team, promoting a shared vision while modeling core values.
Promotes an inclusive, collaborative approach to problem solving.
Communicates with store teams and Store Management to effectively lead positive change.
Seeks personal developmental opportunities and readily solicits feedback to build leadership skill set.
Customer Experience
Models, teaches, and promotes the Most Amazing Personal Service (MAPS) principles and standards, offering a cohesive omni channel experience.
Models sales expectations by utilizing various techniques and communicating product knowledge to the customer; recommends merchandise selections or helps to locate or obtain merchandise based on customer needs and desires.
Builds and maintains a solid customer following through clienteling and wardrobing.
Ensures prompt resolution of customer concerns.
Ensures a fast and efficient register experience, remaining current on policies regarding payments, coupon acceptance, returns and exchanges, security practices and other applicable operations.
Ensures team maintains consistent client communication through utilization of customer book, rewards program participation, and customer capture sign up.
Talent
Supports, implements, and provides follow-up for all training programs, seminars, etc.
Assists in the development of store associates; interprets Key Performance Indicator reports and delivers coaching as needed; provides feedback to Store Manager for associate performance appraisals and evaluations.
Drives associate and team engagement by recognizing and rewarding employees for outstanding performance.
Ensures that Store Team adheres to all employment practices and policies.
Other duties as assigned. This position may be found in multiple brands. Some duties may vary from brand to brand.
QUALIFICATIONS:
High school diploma or equivalent
1+ year retail or sales management experience preferred
Must be 18 years of age or older
Excellent communication, verbal and written skills
Excellent customer service skills
Able to learn or adapt to technology provided by the company
Knowledge of administrative aspects of store operations
Strong organizational skills and ability to multi-task in a fast-paced environment
Able to communicate with customers
Regular attendance is essential to this position in order to ensure adequate coverage to meet company objectives.
Ability to work a flexible work schedule, including nights, weekends, and holidays is required
PHYSICAL REQUIREMENTS:
Constant Walking/Standing- 67-100% of 8-hour shift
Occasional Lifting up to 50 lbs.- 1-33% of 8-hour shift
Frequent Climbing- 34%-66% of 8-hour shift
- Friday Job Responsibilities: Coordinate and perform the Master Data function with the following accountabilities: Meet all baseline and project goals for accuracy and timeliness.
Meet the service level agreement for new account set ups and master data change requests.
Monitor customer master data to ensure compliance to data entry standards.
Manage workflow; navigate shifting priorities and staffing issues to minimize risk.
Create and utilize reports for period reporting, KPI reporting, and to analyze pertinent account information.
Provide knowledge and guidance to individuals (internal and external) on all aspects of master data maintenance and store creation.
Collaborate and negotiate with customers, sales field, and finance functions to resolve issues.
Identify and implement action plans and process improvements with little guidance.
Perform root cause analysis on out of sync issues between master files, C2C and SAP and collaborate on solutions Ability to manage multiple priorities to achieve individual and departmental metrics.
Support customer and/or division initiatives.
Participate and collaborate in meetings to gather/share information.
Conduct department overviews to associates and high-level management as needed.
Act as a liaison between functions.
Effectively communicate issues and procedural changes.
Job Requirements: High school diploma or equivalent required.
Some college preferred.
Highly skilled in master data processes and systems.
Highly skilled in the use of Microsoft Excel and proficient use of other Microsoft Office applications.
Skilled at writing DB2 queries, obtaining XPTR reports, and analyzing data.
Must have an understanding of A/R workflow and systems.
Knowledge of SAP preferred Ability to manage multiple tasks and adapt to changing priorities.
Concise and persuasive communication skills.
Highly skilled in applying critical thinking to problem solving and analysis Leadership skills to achieve department objectives through motivation.
Adept at collaboration, negotiation and promoting team work.
Professional and mature with a high degree of confidence interacting with all levels of personnel.
Proven history of being a self-starter.
Must be organized and detail oriented.
Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO) is a leading technology services and consulting company focused on building innovative solutions that address clients’ most complex digital transformation needs. Leveraging our holistic portfolio of capabilities in consulting, design, engineering, and operations, we help clients realize their boldest ambitions and build future-ready, sustainable businesses. With over 230,000 employees and business partners across 65 countries, we deliver on the promise of helping our customers, colleagues, and communities thrive in an ever-changing world. For additional information, visit us at Description:
Job Description
Utilizes comprehensive solutions architectural expertise to support software implementation projects. Supports overall project planning by providing functional strategic guidance.
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Essential Functions:
- Provides functional strategic guidance for project planning, system landscape, data migration, testing, deployment, integration and overall solution architecture.
- Advises Project Leads and Project Managers to implement best practice decisions that successfully impact the overall platform.
- Provides guidance in the definition of solution design practices and standards that link back to SAP best practices.
- Designs and supports proof of concepts to demonstrate proposed technical solutions.
- Designs, develops and supports business requirements by leveraging SAP solutions.
- Provides support for pre-sales initiatives that include developing and reviewing roadmaps, estimates, and responses to RFP/RFQ’s.
- Completes assigned deliverables:
- Owns the as-is and to-be system landscape diagrams in conjunction with the Technical Lead.
- Owns the Solution Architecture document - ensures inputs are received from Technical and Functional Leads.
- Responsible for supporting functional and technical leads in workshops.
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Required Qualifications:
- Bachelor’s degree in Information Systems, Business, or other related field.
- Certification in at least one SAP HCM or SuccessFactors module.
- Minimum of 5 years with system implementations, solutions architecture, or similar role.
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Knowledge, Skills, and Abilities (KSAs):
- Expert in implementation of SuccessFactors modules.
- Expert with SAP Integration.
- Demonstrates expertise in Human Resources industry best practices.
- Excellent written and oral communication skills; ability to express ideas and information in a clear and concise manner and tailor message to fit the interests and needs of the audience.
- Attention to detail and quality with the ability to rapidly learn and apply new business concepts, models, and techniques.
- Ability to work remotely with minimal supervision.
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Mandatory Skills: SAP SF Solution Architecture .
Experience: >10 YEARS .
The expected compensation for this role ranges from $100,000 to $185,000 .
About ForgeNow
ForgeNow is a workforce training organization dedicated to preparing students for careers in the skilled trades through accelerated, hands-on education. We are focused on equipping students with the technical skills, professional habits, and career readiness needed to succeed in high-demand industries.
Our training model is built to serve both students and employers. We combine practical instruction with a strong emphasis on safety, accountability, and workforce expectations so graduates are prepared to contribute from day one. By aligning our programs with employer needs and labor market demand, ForgeNow helps create real career pathways while supporting the industries that keep our communities running.
ForgeNow is in a period of growth and evolution, creating new opportunities for strong leaders to build systems, develop teams, and expand impact. We are mission-driven, performance-oriented, and committed to helping students change their lives through skilled trades careers.
Position Summary
ForgeNow is seeking a senior revenue leader to oversee and align the teams, systems, and strategies that drive student enrollment and top-line growth. This position will report directly to the CEO and President and will be responsible for building a high-performing, accountable revenue organization that integrates marketing, recruiting, business development, financial assistance, and community outreach into a single, coordinated function.
The ideal candidate is both strategic and hands-on. They can set direction, build process, lead managers, hold teams accountable to metrics, and improve conversion at every stage of the student pipeline. This role will be critical in helping ForgeNow scale enrollment, improve efficiency, and strengthen relationships with employers, military-affiliated communities, and external partners.
Reporting Structure
This role reports directly to the CEO and President and oversees the following functions:
- Civilian Recruiting
- Military Recruiting
- Community Engagement
- Marketing
- Business Development
- Financial Assistance
Key Responsibilities:
Revenue Leadership
- Lead the overall revenue strategy for ForgeNow, with direct responsibility for enrollment growth and related revenue outcomes.
- Create alignment across marketing, recruiting, outreach, and business development so all teams are working toward shared goals.
- Build forecasting, reporting, and performance management systems for the full enrollment and revenue funnel.
- Develop and manage annual and quarterly enrollment targets, conversion goals, and revenue plans.
Recruiting Oversight
- Oversee inside and outside recruiting efforts to improve lead response, appointment setting, show rates, enrollment conversion, and start rates.
- Establish clear standards for recruiting performance, follow-up cadence, pipeline management, and student experience.
- Partner with military and civilian recruiting leaders to ensure segment-specific strategies are effective and scalable.
- Review staffing structure, territory design, and workload allocation to maximize output and accountability.
Marketing and Lead Generation
- Partner closely with the marketing team to ensure campaigns produce qualified leads that convert to enrolled students.
- Evaluate lead source performance, cost per lead, cost per start, and return on marketing spend.
- Help shape messaging, targeting, and campaign priorities based on recruiting outcomes and market demand.
- Ensure marketing and recruiting operate as one coordinated revenue system rather than separate departments.
Community Partnerships and Business Development
- Oversee community partner strategy to expand awareness, referral partnerships, and local influence.
- Lead business development efforts that support employer relationships, workforce partnerships, and other enrollment-driving opportunities.
- Build strong external partnerships that enhance ForgeNow’s brand, credibility, and student pipeline.
Financial Assistance and Enrollment Support
- Oversee the financial assistance function to ensure students receive timely, accurate guidance that supports enrollment conversion and persistence.
- Improve coordination between recruiting and financial assistance so prospective students move efficiently through the enrollment process.
- Monitor bottlenecks that cause student drop-off prior to start.
Team Leadership and Culture
- Lead, coach, and develop department heads and frontline managers across all assigned functions.
- Establish a culture of accountability, urgency, professionalism, and student-centered service.
- Create scorecards and KPIs for each team and conduct regular performance reviews tied to measurable outcomes.
- Identify hiring needs, organizational gaps, and training opportunities within the revenue organization.
Operational Excellence
- Standardize CRM usage, reporting, and funnel visibility across all revenue-related teams.
- Use data to identify breakdowns in lead flow, recruiting performance, financial aid completion, and partner conversion.
- Recommend structural, staffing, and process improvements that support scale.
- Partner with executive leadership on strategic planning, market expansion, and growth initiatives.
Key Performance Indicators
This role may be measured on:
- Revenue growth
- Cost Per Acquisition
- Community partner referral volume
- Business development contribution to starts
Qualifications
- 7+ years of leadership experience in sales, marketing, revenue operations, or growth leadership
- Experience managing multiple functions under a single revenue umbrella
- Strong background in KPI management, forecasting, funnel conversion, and team accountability
- Experience leading managers and building performance-driven teams
- Ability to operate strategically while also driving day-to-day execution
- CRM and reporting fluency required
- B2C or B2B sales
Preferred Background
- Familiarity with military-affiliated recruiting, community-based outreach, and employer partnerships
- Experience aligning marketing and sales into one measurable revenue function
Why Aerotek?
Aerotek is an operating company within Allegis Group, a global leader in talent solutions. We are a privately held organization with over 200+ offices nationwide. We work with 95% of Fortune 500 companies and specialize in staffing and services solutions in manufacturing, logistics, construction, aviation, facilities and maintenance.
Working at Aerotek and why you will love it…
At Aerotek, we prioritize inclusivity and foster a magnetic work environment that empowers our employees to achieve both personal and professional aspirations. By putting the people first, our corporate culture encourages employee engagement and enhances performance through comprehensive training and a positive culture. We promote exclusively from within.
As a Bilingual Administrative Assistant also known as Field Operations Associate you will…
- Ensure client pre-employment requirements, forms, policies, and documents regarding onboarding are kept current and validated with Compliance departments.
- Manage client requirements for the onboarding packet (e.g., authorization forms, drug tests, background checks etc.) and update the Candidate Tracker with contractor data until candidate is cleared to start.
- Enter and manage background, drug testing and medical screening process for contractors.
- Manage contractor compliance with key E-Verify requirements (e.g., expired documents, expired compliance).
- Provide outstanding front office customer service (telephone and reception area)
- Order, maintain and organize all office supplies, manage mailing and shipments, and file and maintain office paperwork and office directory.
- Provide world class customer service in every interaction to ensure a quality candidate experience.
Let’s talk money and perks!
Aerotek offers an hourly rate of $21.19 as well as a performance-based annual bonus potential of $4,000.
Additional benefits include:
- Medical, dental and vision
- HSA & 401k account
- 20 days of paid time off as well as paid holidays
- Parental/Family leave
- Employee discounts
- Employee-led resource groups
Do you have the following?
- Bachelor’s Degree (preferred)
- Bilingual in English and Spanish (required)
- Customer or sales focused experience
- Experience in a team-oriented environment
Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors
Warehouse Supervisor – 2nd Shift (3pm–11pm or later as needed)
Coppell, TX
$62K-$64K
About the Opportunity
Blue Harlan is the recruitment team and proud to partner with a long-standing and reliable distribution company in Coppell, TX, to hire an experienced Warehouse Supervisor for the 2nd shift.
This position plays a key role in ensuring that customer orders go out accurately and on time each evening. You’ll lead a dedicated crew of warehouse associates and packers, oversee shipping operations, and manage the company’s local delivery fleet.
If you thrive in a hands-on leadership role where teamwork, efficiency, and safety matter every day—this is an excellent fit.
What You’ll Do
- Lead and motivate the 2nd-shift warehouse team to complete daily order fulfillment and shipping goals.
- Oversee fleet operations, coordinating with drivers and ensuring timely local deliveries.
- Assign and monitor work related to inbound receiving, order picking, packing, and outbound shipping.
- Enforce and promote company safety programs to maintain a safe, compliant work environment.
- Manage warehouse organization, damaged goods reclamation, and inventory accuracy.
- Coordinate with purchasing, sales, and operations to ensure smooth order flow and product availability.
- Track performance metrics, review shift checklists, and provide end-of-shift reporting.
- Train, coach, and evaluate employees to drive continuous improvement and accountability.
What You Bring
- 3+ years of warehouse supervision or team leadership experience in distribution, wholesale, or manufacturing.
- Strong understanding of shipping/receiving, inventory management, and workflow coordination.
- Experience managing drivers or a small fleet preferred.
- Proficiency with warehouse management systems (PKMS experience a plus) and basic computer skills.
- Associate’s degree or equivalent experience (Bachelor’s degree preferred).
- A proactive, organized leader who thrives in a fast-paced environment.
Why You’ll Love It Here
- Work with a stable, reputable company that values long-term employees and safe, efficient operations.
- Direct impact on daily success—your leadership keeps products moving and customers happy.
- Competitive compensation and benefits.
POSITION SUMMARY:
The Shipping Coordinator will coordinate and manage full truckload and LTL orders and schedule pickups. This individual will oversee outbound packages for transportation and assist in making sure all items are inspected, shipped, and processed on time while complying with company policies and guidelines. The Shipping Coordinator will ensure all scheduled shipments are available and loaded on time and within budget. The shipping coordinator also monitors and oversees outgoing shipping activities to verify items are shipping to the correct location and in good condition.
KEY RESPONSIBILITIES:
- Reviewing sales orders, processing order changes, managing returns/cancellations, printing shipping labels, scheduling loads and processing shipping paperwork
- Coordinate and oversee shipping services to ensure that orders are filled correctly
- Communicating with shippers to provide rates, managing large quantities of packages, and assisting with various routing tasks
- Confirm and ensure weights and package sizes (dims) are correctly posted, correct charges are applied, and packages are transacted properly inside the company inventory system to resolve issues with shipping orders
- Manage Shipping Orders and Invoices by reviewing shipping notices, orders, invoices, and other documents to ensure that the correct shipping methods (TL, LTL, Parcel, Air, Ocean) are used, and documentation is accurately stored in the company database
- Assist with inspecting loads and operations to make sure that they comply with shipping specifications and ensure proper use of warehouse space
- Compile required reporting and metrics in support of the business and department
- Other duties and tasks as assigned by manager
SUPERVISORY RESPONSIBILITY:
This position has no direct reports.
POSITION REQUIREMENTS:
- Excellent communication and interpersonal skills, with the ability to interact effectively with internal teams, external partners, and customers.
- Proficiency in logistics software and systems, such as transportation management systems (TMS) and enterprise resource planning (ERP) systems
- Proficiency in Microsoft Office Suite, specifically MS Excel for scheduling, tracking, and reporting.
- Knowledge of regulatory requirements and compliance standards related to transportation and logistics operations.
- Strong organizational skills with attention to detail
- Strong analytical skills and proficiency in data gathering.
- Flexibility to adapt to changing priorities and deadlines.
- Must be an individual that pays keen attention to even the smallest of details
- Must have good judgement and decision-making abilities
REQUIRED EDUCATION AND EXPERIENCE:
- Proven experience of at least 2+ years of concrete and verifiable knowledge of shipping and/or logistics procedures
- A minimum of high school diploma required or equivalent
- Must have direct shipping day-to-day experience performing routing, processing, and closing sales orders after pickup of shipments, maintaining safe and clean dock shipping area
- Must be willing and able to work as part of a team
At Intuit, our Customer Success Managers (CSMs) are trusted advisors, dedicated to helping our mid-market customers achieve success with Intuit Enterprise Suite (IES). As a CSM, you will build lasting relationships with businesses, guiding them through onboarding, product adoption, and ongoing value realization. Your role is pivotal in driving customer retention, optimizing engagement, and identifying opportunities for expansion.
You will work closely with mid-market businesses that rely on IES for financial management, payroll, HR, marketing, and cash flow automation, ensuring they maximize the platforms potential. If you thrive in a fast-paced, customer-first environment, enjoy problem-solving, and are passionate about enabling business success, this is the role for you.
Responsibilities
- Serve as a dedicated trusted advisor, ensuring customers fully leverage IES to meet their business needs.
- Own the customer lifecycle, driving product adoption and customer satisfaction.
- Conduct regular check-ins, business reviews, and proactive outreach to assess customer health and provide guidance.
- Guide customers on high level IES features, best practices, and AI-powered insights to improve efficiency and growth.
- Act as a customer advocate, anticipating challenges and coordinating with internal teams (Sales, Support, Product) to resolve issues efficiently.
- Monitor key customer success metrics, such as health scores, usage trends, and retention indicators, to identify risk and expansion opportunities.
- Proactive identification of additional Intuit product ecosystem solutions to bring value to customers needs, and collaboration with Account Managers to introduce relevant products and services.
- Lead churn prevention strategies, ensuring customers see long-term value and remain engaged.
- Provide consistent feedback to support teams, influencing enhancements that better serve mid-market businesses.
Qualifications
- 3+ years of experience in Customer Success, Account Management, or B2B Client Engagement.
- Experience working with mid-market customers, particularly in industries that require multi-entity financial management, inventory tracking, and AI-driven forecasting.
- Proven track record of driving product adoption, improving retention, and delivering business value.
- Strong problem-solving skills with the ability to proactively identify risks and implement solutions.
- Excellent communication and relationship management skills, capable of guiding customers at all levels.
- Experience in SaaS, cloud-based enterprise solutions, or financial management platforms.
- Ability to work cross-functionally with Sales, Support, and Product teams to drive seamless customer experiences.
- Data-driven mindset with proficiency in customer success tools (e.g., Quickbase, Salesforce) and analytics dashboards.
Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location.