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Success Specialist

Fortive

Freelance / Contract
USA - West
salesforce
customer service
communication
analytics
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This role is accountable for contractor pipeline development and call execution within your region of the western half of the United States along with a few accounts in Canada. Conduct outreach to Gordian's JOC contractors to generate new project opportunities. Manage a call schedule and utilize Salesforce to manage and track contractor interactions and project pipeline development. Use SalesLoft to automate and optimize outreach efforts. Develop and execute targeted phone and email campaigns (emphasis is on calls) to generate project leads and nurture existing relationships. Create and manage account plans in Salesforce for your ~200 managed accounts. Act as a liaison for contractors, swiftly addressing and resolving any issues to maintain trust and satisfaction. Lead virtual meetings and presentations with contractors such as monthly webinars to enable contractors to be successful with JOC. Identify and address barriers contractors face in growing their project pipeline. Work closely with Sales, Operations, Customer Value, and Customer Enablement teams to provide comprehensive support to contractors. Prepare and share performance reports with contractors and assist in continuous improvement of our reporting capabilities. Assist contractors in understanding tools and resources available to them. Monitor and report on key performance metrics, providing insights and recommendations for continuous improvement. Foster an organizational culture that places high value on contractors, recognizing them as essential partners. Ability to travel ~3-5 times per year for contractor visits, tradeshows, kaizen events, etc. Excellent communication and interpersonal skills to build and maintain contractor relationships. Ability to visualize, interpret, and present data analytics to inform decision-making. Ability to effectively prioritize tasks across many contractor accounts. Experience in sales, customer success or customer service is a plus. Experience with CRM software (Salesforce) and Microsoft PowerBI is preferred. Candidates with experience in the construction industry or dealing with construction contractors will be preferred. A commitment to advocating for the needs of contractors, ensuring the delivery of solutions that not only meet but exceed their expectations.

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About the job

Freelance / Contract
USA - West
Mid Level
Posted 8 hours ago
salesforce
customer service
communication
analytics

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Success Specialist

Fortive

This role is accountable for contractor pipeline development and call execution within your region of the western half of the United States along with a few accounts in Canada. Conduct outreach to Gordian's JOC contractors to generate new project opportunities. Manage a call schedule and utilize Salesforce to manage and track contractor interactions and project pipeline development. Use SalesLoft to automate and optimize outreach efforts. Develop and execute targeted phone and email campaigns (emphasis is on calls) to generate project leads and nurture existing relationships. Create and manage account plans in Salesforce for your ~200 managed accounts. Act as a liaison for contractors, swiftly addressing and resolving any issues to maintain trust and satisfaction. Lead virtual meetings and presentations with contractors such as monthly webinars to enable contractors to be successful with JOC. Identify and address barriers contractors face in growing their project pipeline. Work closely with Sales, Operations, Customer Value, and Customer Enablement teams to provide comprehensive support to contractors. Prepare and share performance reports with contractors and assist in continuous improvement of our reporting capabilities. Assist contractors in understanding tools and resources available to them. Monitor and report on key performance metrics, providing insights and recommendations for continuous improvement. Foster an organizational culture that places high value on contractors, recognizing them as essential partners. Ability to travel ~3-5 times per year for contractor visits, tradeshows, kaizen events, etc. Excellent communication and interpersonal skills to build and maintain contractor relationships. Ability to visualize, interpret, and present data analytics to inform decision-making. Ability to effectively prioritize tasks across many contractor accounts. Experience in sales, customer success or customer service is a plus. Experience with CRM software (Salesforce) and Microsoft PowerBI is preferred. Candidates with experience in the construction industry or dealing with construction contractors will be preferred. A commitment to advocating for the needs of contractors, ensuring the delivery of solutions that not only meet but exceed their expectations.

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