Salesforce Jobs in Richardson

Job Description:

Training Schedule: Day Shift, Monday-Friday, 8 AM-5 PM

Work Location: Onsite

Summary:

As a Call Center Representative in our Outreach team, your responsibility is to cultivate robust customer relationships that foster our clients’ growth while championing the needs of customers by collaborating with the clients’ internal teams. You will serve as a trusted resource for our Business Market and Public Sector customers. This position will closely collaborate with Marketing Sciences, Sales, Contract Management, and other stakeholders to analyze high-risk customers, playing a crucial role in reducing churn and safeguarding our revenue through exceptional communication and strategic engagement. You will work directly with customers to present offers or provide recommendations for account optimization and encourage the use and adoption of online tools. This white glove service role requires excellent customer service skills and the ability to establish strong internal partnerships with Sales, IT, and Finance to create mutually beneficial solutions. As this is a brand-new program, flexibility is a non-negotiable in this role; the ideal candidate will be willing to adapt to the changing demands of our business.

Key Responsibilities Include:

· Utilizing Project Management skills by working closely with the key partners to maintain a continuous flow of information specific to case status, and to identify potential issues and/or opportunities

· Conduct outbound customer outreach (manual and campaign-based) to provide updates, present offers, identify opportunities, and reinforce value.

· Building and nurturing collaborative relationships with support teams while consistently demonstrating professionalism and emotional intelligence

· Turning negative/neutral experiences into positive interactions based on a proactive approach

· Serving as a brand ambassador and advocate for your customers, throughout every contact, highlighting all our clients’ products and services

· Identifying plans and services that would suit customer needs to prevent future contacts

· Turning customer contacts into a sale or a save opportunity with a premium experience

· Demonstrating a high level of critical thinking when making decisions in customer resolution and considering the impact on our brand

· Supporting high-level escalations through the entire customer journey, including pain points, identifying the root cause of concerns, and working quickly to resolve them

· Proactively triaging high-risk accounts, flagging early signs of churn, and collaborating across departments to mitigate risk.

· Provide technical or account assistance in collaboration with Sales and Support teams.

· Document customer interactions thoroughly using CRM tools to ensure alignment and visibility

· Knowledge of and adherence to telemarketing laws

Soft Skills:

· Ability to communicate clearly and compassionately, both verbally and in writing

· Adaptive to changing situations in a competitive market

· Ability to overcome objections while demonstrating genuine empathy

· Genuine interest in people and a desire to help and build relationships with customers

· Comfort navigating change in a dynamic environment with a positive, solutions-oriented mindset.

Required Qualifications:

· White Glove Outreach Customer Service: 1-2 years

· Customer Service, Account Management, or Customer Success: 1-2 years

· Familiarity with CRM systems such as Salesforce or Workflow Manager (WFM), and tools like Microsoft Office

· Experience working in Loyalty/Retention programs with a high understanding and performance with loyalty tools such as Compass & Mysolutions

· Strong analytical skills and attention to detail; ability to recognize patterns and trends in customer behavior.

· Previous experience working in a Secure Workspace (SWS) type environment or white room (no pen, paper, mobile or electronic devices, etc.): 1+ years

Preferred Qualifications:

· One or more years of Technical and Public Sector customer experience: 1+ years

· Experience troubleshooting hardware, software, applications, network, and device issues

· Experience resolving customer issues, billing, and/or handling product Q&A

Ability to commute/relocate:

• Carrollton, TX 75007: Reliably commute or planning to relocate before starting work (Required)

Education:

• High school or equivalent (Required)

Experience:

• Outreach Customer Service: 2 years (Required)
• CRM software: 2 years (Required)

Shift availability:

• Day Shift (Required)

Work Location: In person

Wireless CCTV LLC (“WCCTV”) located in Richardson, Texas, is a subsidiary of Wireless CCTV Ltd originally established and located in the UK. WCCTV is the market leader for rapid deployment, mobile surveillance systems specifically designed to deliver video securely and efficiently via 4G LTE networks. The Company prides itself on developing innovative, customer-focused products and providing world-class customer support services. The Company's range of video surveillance solutions includes:

• Rapid deployment pole cameras
• Mobile surveillance trailers
• Time lapse video services

WCCTV is currently recruiting for an experienced Territory Sales Executive based in the Dallas/Ft. Worth metroplex. This role is responsible for driving new business growth within the assigned territory by proactively prospecting, developing, and closing opportunities in the field with commercial General Contractors mainly in construction and infrastructure related businesses. The role is highly field-focused, requiring consistent in‑person engagement at active commercial construction and/or infrastructure sites to identify opportunities, build relationships and convert prospects into long-term customers.

This is truly a sales "hunter" role and requires the incumbent to spend 4 to 5 days per week in the field, actively prospecting within the assigned territory.

Candidates must have the ability to drive throughout the assigned territory in the DFW metropolitan area for sales calls and site surveys. Mileage reimbursement provided. In addition, candidates must be able to navigate active construction sites. Primary responsibilities include:

New Business & Territory Development

• Develop and execute a territory sales plan to grow market share and sales volume within the commercial general contractor construction and infrastructure verticals.
• Identify, qualify, and close new business opportunities aligned to monthly and quarterly revenue targets, including new installations, contract value and contract length.
• Build a robust pipeline of prospects through consistent outbound activity and field engagement.

In‑Field Prospecting & Job‑Site Activity

• Conduct in‑field prospecting by walking active construction and infrastructure sites, engaging with site managers, project managers, and decision-makers.
• Generate opportunities through face-to-face cold calling, site visits, and on‑site relationship building.
• Represent WCCTV professionally and credibly on job sites, understanding construction and infrastructure workflows and site protocols.

Lead Generation & Relationship Building

• Identify new customers using direct methods such as in‑person and telephone cold calling.
• Identify new customers using indirect methods including referrals, networking events, CRM insights, and industry intelligence.
• Work closely with the Inside Sales / Sales Development team to maximize lead conversion and follow-up activity.
• Develop long-term relationships with customers to support repeat business and account expansion.

Sales Execution & Customer Solutions

• Identify, qualify, and assess customer needs to recommend appropriate products and services.
• Prepare and manage quotes, proposals, and sales documentation using the Company’s CRM system.
• Maintain accurate pipeline management, forecasts, and activity tracking within CRM.

Planning, Reporting & Market Intelligence

• Effectively plan and manage daily and weekly activity to achieve required sales targets.
• Provide regular reporting on sales activity, pipeline, and performance to internal Sales Management.
• Gather and share market intelligence, including competitor activity, customer trends, and emerging opportunities or threats.

Qualifications:

• High school diploma or equivalent required. Associates degree in Business, Marketing or related discipline preferred.
• Minimum of 2 to 3 years experience in a quota-carrying, outside/field sales role required.
• Previous experience selling or renting into the construction/infrastructure industry (e.g. contractors, equipment rental, site services, security, or related sectors) to include experience selling solutions into project-based or site-based environments required.
• Experience managing a defined sales territory with minimal supervision also required.
• Proven track record of new business development and meeting or exceeding sales targets.
• Must have a strong “Hunter” mentality - comfortable with cold calling, prospecting, and face-to-face sales conversations.
• In-depth knowledge of sales strategies, sales planning process, pipeline development and forecasting.
• An excellent communicator who can build, develop and maintain relationships with both new and existing customers and internal staff with ease.
• Prior experience effectively utilizing CRM systems such as Salesforce/Sugar and structured sales processes required. Effective computer skills to include MS Office, Outlook, Teams and other related software required.
• Excellent organization, negotiation, time management and attention to detail are a must.
• Demonstrated ability to prepare complete accurate quotes and proposals as well as sales orders is required.

Compensation & Benefits:

• Competitive base salary up to $75,000 per year depending upon experience and up to $50,000 bonus per year for total on-target earnings (OTE) of up to $125,000.
• 10 days paid vacation (increases with length of service) + seven (7) paid Company holidays.
• Company provided medical, dental, vision, short-term disability and life insurance plans.
• 401k Plan with Company match of up to 4% and immediate vesting.
• Mileage reimbursement for use of a personal vehicle.

Candidates must already have a work authorization that would permit them to work in the US.

WCCTV is committed to the success of its employees and demonstrates this through our development of people. The successful candidates can expect to receive comprehensive coaching and support through detailed and ongoing internal training programs designed to help grow your own personal success in your career within the Company.

Wireless CCTV LLC ("WCCTV"), located in Richardson, Texas, is a subsidiary of Wireless CCTV Ltd originally established and located in the UK. WCCTV is the market leader for rapid deployment, mobile surveillance systems specifically designed to deliver video securely and efficiently via 4G LTE networks.

The Company prides itself on developing innovative, customer-focused products and providing world-class customer support services. The Company's range of video surveillance solutions includes:

• Rapid deployment pole cameras
• Mobile surveillance trailers
• Time lapse video services

The Company currently has an opportunity for a National Key Account Manager for our mobile surveillance systems selling into the Retail industry. The role requires an ambitious and results-driven sales "hunter" as the role's emphasis is on cold calling and prospecting efforts leading to new logo acquisition and expanded strategic presence within the Retail sector. Specific responsibilities include:

New Business and Expand Existing Business Revenue

• Responsible for identifying and generating new business opportunities by cold calling and prosecting key accounts in the Retail vertical nationwide.
• Research and identify potential customers using various direct methods such as cold calling and indirect methods such as networking, referrals and industry databases. Schedule and conduct self-generated sales meetings and fully explore the customer’s needs/requirements. Identify, qualify and assess customers' needs to determine suitable products and services. Demonstrate the most relevant products and services that will support each customer’s needs.
• Work closely with the internal Sales support team in scheduling and conducting scheduled sales presentations with customers. Conduct meetings booked by the internal Inside Sales (BDE) team and fully explore the customer’s needs/requirements. Demonstrate the most relevant products and services that will support each customer’s needs.
• Perform in-depth and informative reporting on activities for review by internal Sales management. Provide regular updates on market conditions and competitor activity, including upcoming threats/opportunities, as necessary to assist new product development and marketing efforts.
• Utilize the Company's CRM system to prepare all new equipment sales or rental quotes and maintain up to date status of pipeline development, business development activities, customer contact information, notes and any other relevant customer information.

Sales Planning and Administration

• In conjunction with the National Sales Manager and internal Business Development team, plan an effective sales strategy for the vertical, execute plan and deliver monthly sales activity and revenue targets.
• Provide internal Sales management with accurate weekly pipeline of activity and sales forecast and opportunities.
• Maintain all sales, customer information and activity in the CRM.
• Provide additional data, sales and/or customer information to internal Sales management when requested.

Marketing

• Attend regular marketing strategy meetings with Marketing and Sales management to discuss marketing plans and lead generation activity. Provides feedback to Marketing on effectiveness of all marketing campaigns and programs.

Qualifications:

• Associate’s degree in Business, Marketing or related discipline or equivalent required. Bachelor's degree in Business, marketing or related discipline preferred.
• Minimum of four to six years of previous B2B commercial sales experience in the CCTV, access control, electronics or related industry selling into the Retail industry required.
• Must be competent in cold calling and have key characteristics of a ‘hunter’.
• Must have proven track record in achieving activity-based sales targets on short and/or medium sales cycle.
• Proven ability to identify sales opportunities and leverage internal & external resources appropriately. Strong qualification skills are a must to be successful in this role along with a proven ability in meeting and exceeding sales revenue targets.
• Strong knowledge and understanding of the sales planning process, pipeline development, sales forecasting and marketing strategy.
• An excellent communicator who can build, develop and maintain relationships with both new and existing customers and internal staff with ease.
• Excellent presentation skills required and experience conducting customer sales meeting virtually and in person.
• Excellent organization, time management and attention to detail are a must.
• Demonstrated ability to prepare complete and accurate quotes and proposals as well as sales orders is required.
• Effective computer skills to include MS Office (Word, Powerpoint and Excel), Outlook and Teams. Previous experience using CRM such as Salesforce required.
• Ability to work independently as well as part of a team.

Ability to travel nationally up to 10% required.

Compensation & Benefits:

• An annual base salary up to $80,000 basic salary per year DOE and up to $50,000 bonus per year, with a projected OTE of $130,000 per year for high performing sales incumbents.
• 10 days paid vacation (increases with length of service) + seven (7) paid Company holidays.
• Company provided medical, dental, vision, short-term disability and life insurance plans.
• 401k Plan with Company match of up to 4% and immediate vesting.
• Mileage reimbursement for use of a personal vehicle.

WCCTV is committed to the success of its employees and demonstrates this through our development of people. The successful candidates can expect to receive comprehensive coaching and support through detailed and ongoing internal training programs designed to help grow your own personal success in your career within the Company.

Wireless CCTV LLC is an equal opportunity employer and supports a diverse, inclusive work environment. All qualified applicants will receive consideration for employment without regard to race, religion, creed, disability, genetic information, national origin, gender, gender identity and expression, age, sexual orientation, marital status, veteran status, or any other characteristic protected by federal, state, or local laws.

About the Role

Impact you will make

The Regional Customer Success Leader plays a pivotal role in driving FinThrive's mission to transform healthcare revenue management through technology and partnership. This leader ensures that our customers realize measurable financial and operational outcomes while maintaining strong executive relationships across their portfolio. By coaching and empowering a high-performing team of Customer Success Directors, this role directly influences revenue retention, client growth, and customer satisfaction. Acting as a strategic connector between our clients and internal teams, the Regional Leader helps shape FinThrive's reputation as a trusted partner and accelerates our success in an evolving healthcare landscape.

Regional Customer Success Leader

What You Will Do

• 
  
  
• Report to the SVP, Growth and lead a regional team of Customer Success Directors
  
  
• Coach, mentor, and develop Customer Success Directors to build a high-performance culture focused on proactive client engagement, strategic account planning, and measurable outcomes.
  
  
• Ensure execution of account strategies that drive revenue retention, client growth, NPS improvement, and achievement of customer success KPIs.
  
  
• Use data-driven insights to identify at-risk accounts, develop intervention plans, and align customer outcomes with FinThrive's strategic objectives.
  
  
• Partner cross-functionally with Sales, Product, Marketing, Implementation, Customer Support, IT, and Finance to ensure seamless customer experience and alignment on account strategy.
  
  
• Lead regular Executive Business Reviews (EBRs) and support escalation management to ensure client satisfaction and value realization.
  
  
• Drive adoption of FinThrive's full suite of revenue cycle technology solutions across your customer portfolio.
  
  
• Represent the voice of the customer internally and influence product roadmaps through structured feedback loops.
  
  
• Collaborate with leadership on forecasting, renewal planning, and upsell strategies to meet financial targets.
  
  
• Travel up to 50% to meet with customers, attend industry events, and strengthen executive relationships.
  
  

What You Will Bring

• 
  
  
• 10+ years of experience in healthcare technology, revenue cycle management, or SaaS-based customer success.
  
  
• 5+ years of leadership experience managing and developing regional or national customer success teams.
  
  
• Proven success in revenue retention, growth, and client satisfaction within complex healthcare organizations.
  
  
• Strong executive presence and communication skills, with the ability to influence at all levels of the client organization.
  
  
• Experience in account strategy, KPI management, and operational execution.
  
  
• Demonstrated ability to collaborate across functions and drive cross-departmental alignment.
  
  
• Excellent analytical, problem-solving, and organizational skills with a data-first mindset.
  
  
• Proficiency with Salesforce, Gainsight, Gong and other CRM or customer success tools.
  
  
• Bachelor's degree required; MBA or advanced degree preferred.
  
  
• Travel required: up to 50%.
  
  

What We Would Like to See

• 
  
  
• Prior experience with revenue cycle SAAS technology and service solutions
  
  
• Strong understanding of healthcare reimbursement, payer-provider workflows, and regulatory requirements.
  
  
• Demonstrated success driving NPS participation, EBR cadence, and customer engagement metrics.
  
  
• Commitment to FinThrive's core values - Customer Centric, Agile, Reliable, Engaged (CARE).
  
  

About FinThrive

FinThrive is advancing the healthcare economy.
For the most recent information on FinThrive's vision for healthcare revenue management visit /why-finthrive.

Award-winning Culture of Customer-centricity and Reliability

At FinThrive we're proud of our agile and committed culture, which makes FinThrive an exceptional place to work. Explore our latest workplace recognitions at careers#culture.

Our Perks and Benefits

FinThrive is committed to continually enhancing the colleague experience by actively seeking new perks and benefits. For the most up-to-date offerings visit /careers-benefits.

FinThrive's Core Values and Expectations

• 
  
  
• Demonstrate integrity and ethics in day-to-day tasks and decision making, adhere to FinThrive's core values of being Customer-Centric, Agile, Reliable and Engaged, operate effectively in the FinThrive environment and the environment of the work group, maintain a focus on self-development and seek out continuous feedback and learning opportunities
  
  
• Support FinThrive's Compliance Program by adhering to policies and procedures pertaining to HIPAA, FCRA, GLBA and other laws applicable to FinThrive's business practices; this includes becoming familiar with FinThrive's Code of Ethics, attending training as required, notifying management or FinThrive's Helpline when there is a compliance concern or incident, HIPAA-compliant handling of patient information, and demonstrable awareness of confidentiality obligations
  
  

The physical demands and work environment characteristics described here are representative of those that a colleague must meet to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Know Your Rights
Pay Transparency Notice

FinThrive is an Equal Opportunity Employer and ensures its employment decisions comply with principles embodied in Title VII, the Age Discrimination in Employment Act, the Rehabilitation Act of 1973, the Vietnam Veterans Readjustment Assistance Act of 1974, Executive Order 11246, Revised Order Number 4, and applicable state regulations.
2024 FinThrive. All rights reserved. The FinThrive name, products, associated trademarks and logos are owned by FinThrive or related entities. RV092724TJO

| FinThrive Careers | FinThrive Benefits & Perks | Physical Demands

Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.

Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.

Our offices have onsite fully equipped state of the art gyms for employees at zero cost.

Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.

We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.

Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.

Granite was recently named One of Forbes Best Employers for Diversity.

Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.

If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.

EOE/M/F/Vets/Disabled

Job Overview:
The Relationship Development Sales Associate is responsible for managing a dedicated portfolio of customer accounts with monthly billings. This role emphasizes proactive account management, quarterly reviews, and strategic engagement with existing clients to increase revenue through upselling. The ideal candidate will leverage in-depth product knowledge, client insights, and executive-level engagement to deepen relationships, understand clients' business challenges, and grow accounts.

Key Responsibilities:

• 
  
• Account Management: Serve as the primary contact for assigned accounts, providing support, insights, and solutions tailored to each client's unique needs.
  
• Quarterly Account Reviews: Conduct in-depth, quarterly reviews with each assigned account to assess satisfaction, address needs, and explore new opportunities.
  
• Revenue Growth and Upselling: This is a quota-carrying role, with a focus on upselling our products exclusively to the existing client base. You'll work toward revenue and commission targets by identifying upsell opportunities and presenting tailored solutions to clients.
  
• Executive-Level Engagement: Build relationships at the executive level to understand clients' strategic goals and align Granite's products to meet those objectives effectively.
  
• Product Expertise: Develop in-depth knowledge of Granite's full range of products to position and sell the best solutions for each client.
  
• Client Communication: Maintain consistent and proactive communication with clients to foster trust, offer assistance, and stay updated on any evolving needs or challenges.
  
• Strategic Account Planning: Create account plans to manage client growth, upsell potential, and identify areas for strengthening the client relationship.
  

Qualifications:

• 
  
• Bachelor's degree in Business, Marketing, Communications, or a related field preferred.
  
• 1-2 plus years of experience in account management, sales, or client relationship roles, ideally with a focus on upselling or quota-based growth.
  
• Proven ability to build and maintain executive-level relationships.
  
• Strong organizational skills and ability to manage a high volume of accounts.
  
• Exceptional communication and interpersonal skills.
  
• Ability to understand client business challenges and position solutions effectively.
  
• Experience with CRM tools (e.g., Salesforce) and proficiency in Microsoft Office Suite.
  
• Flexibility for occasional travel, if necessary, though travel is not a primary aspect of this role.
  

Job Summary:

The Practice Director is a strategic leader responsible for driving the growth, profitability, and operational excellence of a specialized staffing practice. This role combines business development, client relationship management, and team leadership to deliver high-quality staffing solutions that meet client needs and exceed expectations.

Essential Duties

Strategic Sales Leadership

• Develop and execute sales strategies aligned with the practice industry trends and client needs.
• Analyze market data, competitor landscapes, and client feedback to refine go-to-market approaches, identify new revenue streams, and drive business development initiatives.

Market and Client Insight Integration

• Monitor and interpret key industry and client trends.
• Translate industry and client trends into actionable strategies that enhance service offerings and address critical client challenges.

Operational and Delivery Excellence

• Define and uphold standards for high-quality delivery across staffing, consulting, and managed services.
• Establish and monitor KPIs related to project execution, client satisfaction, and team performance.

Team Leadership and Talent Development

• Build, lead, and mentor a high-performing team of recruiters, consultants, and account managers.
• Foster a culture of innovation, accountability, and client-centric service.

Client Relationship Management

• Cultivate and maintain strategic relationships with clients within the practice industry.
• Act as a trusted advisor, delivering tailored solutions and thought leadership to drive client success.

Performance Management and Growth

• Set and track goals for revenue, client retention, and operational efficiency.
• Collaborate with executive leadership to align practice growth with broader organizational objectives.

Innovation and Thought Leadership

• Stay ahead of industry trends through active participation in conferences and professional networks.
• Promote the adoption of advanced technologies, such as AI-driven recruiting platforms, to enhance service delivery and scalability.

Job Skills & Requirements

• Bachelor’s degree in Business, or practice-related field (Master’s preferred).
• 5+ years of experience in a sales leadership role.
• 10+ years of experience within the IT and/or Professional services staffing industry
• Proven track record of growing a staffing practice or business unit.
• Strong understanding of the [industry/vertical] labor market and trends.
• Excellent communication, negotiation, and relationship-building skills.
• Proficiency in CRM and ATS platforms (e.g., Bullhorn, Salesforce).
• Entrepreneurial mindset with a passion for building and scaling teams.
• Data-driven approach to problem-solving and performance management.
• Ability to thrive in a fast-paced, client-focused environment.
• Willingness to travel as needed (up to 30%) and work in a hybrid/remote environment

JOB SUMMARY

The Marketing Analyst job is customer-facing and focuses on expanding customer acquisition and engagement capabilities for ARGO’s Connects product suite for the Financial Services industry.

The Marketing Analyst role encompasses ensuring ongoing product suite market competitiveness and solution delivery readiness to Argo’s Financial Services customers. The Connects solution extends customer experience and engagement throughout the customer's journey. It supports acquisition, fulfillment, service, retention, and risk management. It meets the needs of both individual and business customers in an Omni-channel world.

The Marketing Analyst will be responsible for working with Argo’s client’s to optimize their usage of the Connects solution for customer engagement campaigns through all stages of the customer journey from a lead thru conversion using insightful analytics to help better understand the client’s end users and reporting back with easy to understand data visualization and clear solutions. Your role will continue post client implementation to ensure our clients are getting the full value of our solutions.

EXPECTED WORK AND PERFORMANCE

Job duties and responsibilities include the following. Other duties may be assigned as needed.

1. Marketing Plans

a. Have an in-depth understanding and the application of customer journey stages, especially how our solution generates earlier engagement in the Awareness and Consideration phases of the journey.

b. Create best practice methods and specific customer engagement campaign models using scientifically proven engagement methods.

c. Plan, develop, and monitor digital (email and SMS) campaign performance and channel tracking.

d. Translate requirements into technical specifications for development, data, and reporting teams and, conversely, technical approaches into easily digestible insights.

2. Client (Customer) Engagement

a. Define, design, and communicate storyline and demonstration on value proposition to customers.

b. Create best practice-based templates to facilitate rapid customer implementation.

c. Define and design campaigns for each stage of the customer journey, from prospect nurturing through awareness, influencing conversion, onboarding, soliciting feedback, customer management, retention, and relationship expansion,

which are automated, and staff led to optimize use of staff?

d. Recommend campaign optimizations to reduce customer friction and increase customer engagement.

e. Devise and evaluate methods for collecting data, such as surveys, questionnaires, focus groups, opinion polls, etc., interpret, organize, and present actionable findings to clients.

f. Serve as the voice of our customers, understanding their needs for topics including surveys and campaigns and communicate those to both Argo and Client teams.

3. Marketing Research

a. Research and recommend marketing constructs that will benefit both Argo and client (Relevance by market segment, etc.)

b. Conduct competitive research, analyze benchmarking data, and provide value add recommendations.

c. Analyze current/ongoing targeting strategies to define and implement new opportunities for media optimization, including A/B testing of delivered content and success ratios.

d. Content types and uses for Awareness and Consideration – effectiveness research – video, text, pictures, infographics (what should we consider for product knowledge and education)

e. Research, recommend, and obtain digital marketing certifications for our staff that increase our value proposition to customers as directed.

4. Marketing Automation

a. Oversee the marketing automation strategy inclusive of customer journey framework, customer data platform (CDP), segmentation and customer preference management, content and creative, targeting and list management in collaboration with technical teams.

b. Define marketing process around single and multifunctional campaigns across multiple channels, Including A/B testing. campaigns for prospect nurturing and lead generation i.e. conversion to customer.

c. Create and document best practices for customer delivered content (Email, SMS) with a focus on creating compelling calls to action (CTA)

d.

e. Ensure marketing automation tools are intuitive and easy to use.

f. Research and document plans for integration to third-party advertising such as Google – relevant methods, integration, documenting relevance to Argo solutions for customer engagement solutions and how Argo would utilize.

g. Linked In – research for business customer segment, and document relevance and potential integration into Argo solutions.

h. Research use and relevant of Social Media platforms to Argo solutions – research, pros, cons, relevance for us to consider. Document universe of “applicable” integration points

5. Performance Results - Reporting and Analysis

a. Evaluate target demographics, appropriate distribution channels and marketing outlets.

b. Interpret performance results using data science models, draw conclusions about findings.

c. Measure, evaluate and report on the effectiveness and ROI of marketing channels, methods, strategies, and digital marketing campaigns.

d. Have knowledge of customer segments, collect, and analyze data regarding customer preferences, demographics, buying patterns, habits, and needs to better identify market potential and factors influencing product demand.

e. Study and understand the behavior and expectations of online users with ability to communicate out the customers experience and behaviors. Such as customer intent and effectiveness of the sales funnel.

f. Create and communicate informative reporting that highlights marketing KPI’s like leads, conversion rates, website traffic and social media engagement and highlights relevant business trends and opportunities for improvement.

g. Measure results from customer Net Promoter Score (NPS) and satisfaction questionnaires across customer segments to drive an active feedback loop for marketing strategies.

QUALIFICATIONS

• 5+ years of marketing experience with a minimum of 3+ years of digital marketing experience in sales campaign execution, online commerce, survey tools or related fields

o Experience in Financial Services preferred.

o Experience and responsibility for direct-to-consumer marketing through digital and retail channels such as consumer goods, financial services, with direct-to-customer experience in acquisition, relationship, and retention management.

o Knowledge of the psychology of consumer buying patterns and behaviors

• Education - Bachelor’s Degree with studies in Marketing, Market Research, Business Administration or similar

• Able to travel to customer sites or industry events up to 15% of the time.

REQUIRED SKILLS / EXPERIENCE / KNOWLEDGE

The Marketing Analyst is a subject matter expert with direct-to-consumer sales and marketing experience.

Candidate should have detailed knowledge of:

• Marketing campaign execution

• Customer Journey Mapping and experience optimization

• Customer survey and measurement programs including Voice of Customer NPS

• Data visualization tools

• Knowledge of common CRM programs such as SalesForce

Candidate should have a good balance of knowledge in areas such as:

• Working knowledge of search engines, web analytics and business research tools

• Communication Skills - proven ability to communicate effectively both written and verbally with customers at all levels – from end-users to management.

• Analytical skill to convert data into presentable and consumable formats, strong quantitative analytical and critical thinking skills.

• High degree of IT Automation literacy including:

o The ability to recognize, understand, and effectively use technology concepts in your day-to-day job functions including training, implementation, and testing.

o A working knowledge of the technological systems and their makeup (hardware and software components) used in branch automation solutions.

o A general understanding of data constructs (where is data stored, what systems “own” the data, system of record) what is the availability of data and KPI’s numerical interpretation)

ATTENDANCE/WORK LOCATION

The position is based in our Richardson, TX Headquarters. Daily physical presence in the office is required for interaction with co-workers, attending meetings, and for collaboration on projects.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to stand, walk; sit stationary; constantly operate computer keyboarding and office equipment. talk or hear, to communicate with employees, and/ or customers (must be able to exchange accurate information in various situations). The employee is required to regularly communicate with other employees, confer or coordinate with other employees. While performing their duties the candidate must be able to travel overnight, including occasional weekends.

DISCLAIMER

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.