Compliancy Group

Customer Success Manager

• Serve as the primary point of contact for a pooled portfolio of core (mid-sized spend; non-strategic) accounts, focusing exclusively on retention, adoption, and satisfaction.
• Drive customer engagement through proactive, repeatable touchpoints that maximize platform usage and value realization.
• Partner with sales to drive account expansion; while the CSM is not responsible for growth, there are financial incentives in place to identify potential growth opportunities.
• Implement structured processes to maintain consistent communication and engagement across the pooled account portfolio.
• Partner closely with Finance to resolve payment disputes, escalations, and account issues.
• Monitor account health and identify opportunities to improve customer engagement and retention.
• Direct customers to the platform for commercial transactions or negotiations, without involvement in sales activities.
• Collaborate with Support and Product teams to advocate for customer needs and improve processes.
• Act as a true customer champion - focused entirely on helping customers succeed.

Business Development Rep

• Prospect Outreach: Utilize email, phone, and social media channels to engage potential customers and build relationships.
• Lead Qualification: Research and qualify leads based on defined criteria, ensuring prospects align with our ideal customer profile.
• Pipeline Development: Proactively manage a pipeline of qualified prospects to meet or exceed activity and meeting goals.
• Scheduling Meetings: Book discovery calls and demos with Account Executives, ensuring seamless handoff and alignment.
• CRM Management: Maintain accurate and up-to-date records of interactions and lead data in the CRM system.
• Market Insights: Stay informed about SaaS industry trends and competitors to identify new opportunities and tailor messaging.
• Collaboration: Work closely with the sales and marketing teams to align outreach strategies and optimize lead generation efforts.

Business Development Representative

Account Executive

• Drive revenue growth by proactively generating new business through both inbound inquiries and strategic outbound initiatives.
• Ensure accuracy and timeliness by meticulously recording all sales activities, interactions, and results in the company's CRM system.
• Utilize strong analytical skills to forecast and manage territory performance, setting data-driven targets for continuous improvement.
• Regularly report key insights and performance metrics to the Manager, maintaining transparency and accountability through daily, weekly, and monthly updates.
• Maintain a strong knowledge of the company's evolving product and service offerings to communicate value effectively and stay competitive in the marketplace.

• Lead, coach, and inspire a team of BDRs
• Design and execute a comprehensive BDR strategy
• Continuously refine and improve BDR workflows
• Work closely with Sales, Marketing, and Customer Success
• Generate regular reports on BDR performance

Customer Success Manager

Business Development Representative

Account Executive

BDR Manager