Client Partner
Center for Creative Leadership
full-time
Posted on:
Location Type: Hybrid
Location: Greensboro • Colorado • North Carolina • United States
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Salary
💰 $75,000 - $76,000 per year
About the role
- Executes outbound prospecting activities including calling, emailing, and social selling to generate new client opportunities
- Supports pipeline development by identifying, researching, and engaging prospective clients across assigned territories or segments
- Leverages tools such as Outreach.io, LinkedIn Sales Navigator, and marketing campaigns to support outreach efforts
- Meets defined activity-based KPIs (calls, emails, meetings set) aligned to pipeline generation goals
- Conducts initial discovery conversations to understand client needs and determine alignment with Open Enrollment offerings
- Partners with senior sales team members to advance qualified opportunities through the sales cycle
- Learns and applies foundational sales methodologies to support opportunity progression and client engagement
- Maintains accurate and up-to-date records in CRM (D365), including prospect activity, opportunity updates, and contact information
- Supports data hygiene efforts by updating and enriching account and contact records
- Works collaboratively with account teams and cross-functional partners to support new business efforts
- Participates in team meetings, sales training, and development opportunities to build sales capabilities
- Seeks feedback and coaching to continuously improve prospecting effectiveness and sales skills
Requirements
- Bachelor’s Degree preferred
- 3-5 years of professional experience; prior exposure to sales, customer-facing roles, or internships preferred
- Interest in developing a career in B2B sales, business development, or client engagement
- Exposure to outbound prospecting, customer service, or lead generation is a plus
- Strong interest in prospecting, outreach, and building new client relationships
- Effective communication skills (written and verbal) with the ability to engage professionally with clients
- Coachable, curious, and motivated to learn sales processes and techniques
- Organized with attention to detail, particularly in CRM data entry and activity tracking
- Ability to manage time effectively and balance multiple priorities
- Comfortable using technology including Microsoft Office and CRM systems
- Familiarity with tools such as LinkedIn Sales Navigator or Outreach.io is a plus
- Ability to work both independently and as part of a team
Benefits
- 403(b) Savings Plan with employer contribution
- Medical, dental, and vision insurance
- Telemedicine services
- Health savings and flexible spending accounts
- Paid time off and paid holidays
- Employer-paid short-term and long-term disability
- Employer-paid life insurance
- Employee and family assistance program
- Various voluntary options for additional coverage
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
outbound prospectinglead generationsales methodologiesCRM data entryactivity tracking
Soft Skills
effective communicationcoachablecuriousmotivatedorganizedattention to detailtime managementteam collaboration
Certifications
Bachelor’s Degree