Client Development Job Description

Client Development Job Description

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Client development provides outstanding support for Process Development, solid skills in the use of Microsoft applications is needed such as Word and Excel.

Client Development Duties & Responsibilities

To write an effective client development job description, begin by listing detailed duties, responsibilities and expectations. We have included client development job description templates that you can modify and use.

Sample responsibilities for this position include:

Drive application volume to meet/exceed goals - measured as percent increase to Plan and trend
Drive application accuracy to meet compliance requirements
Act as the subject matter expert for credit products and be the key business contact for client at store, market, and regional levels
Develop credit awareness programs with client/store/market management
Deliver in-store training and communications
Present seasonal store contact/visit schedule for Client approval
Gather retail insights, best practices from client and other retailers and market intelligence to refine retail channel strategy
Engage with internal and external subject matter experts to enhance cardholder and applicant experience and implement retail channel initiatives
Work closely with client team to attain key performance indicators and identify and implement opportunities for business performance improvements
Build and maintain a strategic portfolio of strong relationships with potential clients

Client Development Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Development

List any licenses or certifications required by the position: AWS, ITIL, RM, CB, CFA

Education for Client Development

Typically a job would require a certain level of education.

Employers hiring for the client development job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and University Degree in Marketing, Business, Education, Management, Business/Administration, Finance, MBA, Economics, Engineering, Communications

Skills for Client Development

Desired skills for client development include:

Excel
PowerPoint
Microsoft suite of products
Word
CRM databases would be advantageous
Microsoft Office Software applications
Sales tools and technologies
Syndicated data helpful
Internal and external customers and /
Market to develop business

Desired experience for client development includes:

At least three years of experience in building relationships
Highly collaborative and entreprenuerial ethos
Ability to stay informed of industry, trends and competition and how to keep their knowledge pro-actively up to date (joining events, trade shows, doing research, interviewing clients re competition or strategies )
Must be an enthusiastic, proactive, positive role model for the team team player
5+ years of sales, marketing, and client management experience
Entrepreneurial, organized, and detail-oriented

Client Development Examples

1

Client Development Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of client development. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client development
  • Work closely with retail teams in each pilot store to drive clienteling mindset and capabilities, , follow up on trainings, work with Store Managers on implementing initiatives and coaching their teams
  • Closing deals independently in collaboration with the team
  • Responsible for responding to incoming client enquiries via telephone and email
  • Conduct project feasibility assessments through internal and external resources
  • Advise internal teams on sample availability and Lightspeed GMI’s delivery capabilities
  • Communicate effectively with both internal and external teams and prepare accurate and timely proposals for clients
  • Develop and execute comprehensive client account plans
  • Identification and prioritization of client issues/concerns
  • Build relationships with the Client
  • Lead internal cross-functional teams to prepare and deliver objective-based solutions for clients
Qualifications for client development
  • Excellent and persuasive communication skills (both written and verbal) and the drive for good client service
  • Proficient in Media buying/planning terminology
  • Experience using syndicated media research such as MIR and Neilson
  • Proficient in publishing reporting systems including PeopleSoft, DART and Salesforce
  • 5+ years IT experience working with Windows-based client software and hardware platforms including key software components such as Microsoft Office, Internet Explorer
  • Microsoft System Center Configuration Manager (SCCM) Console for software delivery
2

Client Development Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client development. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client development
  • Provide strategic business and technical support to national/global Sales team for negotiating and closing contracts with client’s key decision makers
  • Understand and articulate business pain points and growth opportunities with executive level audiences
  • Provide strategic thinking to solve a client’s business problems and offer the right solution(s) to holistically address the need
  • Explore new ways to leverage data to drive strategic opportunities and solve client business challenges
  • Establish a single tracking source for all projects
  • Identify project owners (CNVR, Dell & 3rd party when applicable)
  • Provide regular status updates to all necessary stakeholders
  • Document all existing data integrations especially data feeds (identify data feed owner for CNVR & Dell)
  • Document all changes and circulate most up to date spec sheet identifying what the referenced integration entails
  • Outline responsibilities for Client Support, Account Management, Client Integration (CIE) and Client Development
Qualifications for client development
  • 3-5 years of related experience and/or training with financial planning, sales, retirement plan services and investment and risk management knowledge
  • Series 65 and IA state insurance license required
  • Demonstrated passion for investing is required
  • Multi-disciplined marketer who is versed across channels
  • Minimum of two years' experience in professional services marketing
  • Strong SAS experience is preferred
3

Client Development Job Description

Job Description Example
Our growing company is hiring for a client development. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client development
  • Create and deliver communication to existing qualified (but dormant) leads to obtain a first meeting
  • Continuously seek opportunities to upsell and cross-sell (i.e., additional brands, teams, data and analytics)
  • Develop and implement strategies to upsell existing clients on products, programs, or services that drive ticket sales and revenue for your segment
  • Monitor service levels provided by support teams to ensure service level agreements are being met
  • Grow revenue through custom sales, approvals for sales to new ALR candidates identifying new business opportunities within their given budget structure
  • Partner with the Chief Executive Officer to provide overall direction for new client development strategy, including the examination and institutionalization of our existing full service client development approach assessing, designing and building the approach to grow the outsourced services business
  • Relationship management with the partner to ensure timely delivery of reporting and receipt of inputs manage expectations on campaign execution and project management
  • Lead a large portfolio of accounts and are expected to provide oversight of Account Directors and account teams to ensure the appropriate growth strategies are being employed by account teams
  • Ensure all account teams are optimally staffed, developed, trained on the associated core competencies of their roles
  • Play a key role in getting clients to engage in CJ's most strategic product rollouts or consider product offerings from other Conversant businesses
Qualifications for client development
  • Education and Experience - Bachelor’s degree plus 8+ years of experience in POS and Consumer Panel Data
  • Dedication to meeting / exceeding client expectations
  • Experience in developing and leading a team
  • Diverse technical client management experience (client side, ad solutions, direct marketing, agency experience)
  • Self-motivated – Able to identify opportunities and provide clear, compelling, and actionable strategies
  • Ability to assess client objectives and formulate communications strategy directly to those client objectives within digital advertising
4

Client Development Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client development. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client development
  • Ensure broad development with client’s senior management in order to strengthen and deepen the partnerships between Marketing Werks and the client
  • Assist in development, analysis, and implementation of client’s sales and marketing objectives
  • Responsible for personal production the performance and development of the recruiting team
  • Ownership of partnership contract negotiation, renegotiation, notifications, term sheets
  • You will lead an existing business base and manage existing accounts to grow and retain business and meet or exceed sales goals
  • You will conduct regular status and strategy meetings with management to understand products and service’s needs
  • You will identify upsell opportunities from existing clients and new sales leads for revenue generation to promote business growth
  • You will analyze clients' business needs and develops solutions and product improvements and new development opportunities to maintain and grow business
  • You will maintain awareness of market and industry trends to understand visionary environment
  • You will coach and mentor junior team members on internal systems and policies/procedures
Qualifications for client development
  • Proficiency in clearly explaining complex technical ideas to multiple audiences both verbally and in writing
  • Comprehensive knowledge of advertising technology
  • Demonstrated Client Solutions, Technical Consulting, or Sales Engineering Experience
  • BA/BS in engineering, statistics, mathematics, economics, information management, social sciences or a business/marketing related field
  • Proficiency with Microsoft Office and Sales Management software
  • Minimum of 7-10 years of experience in solution based sales
5

Client Development Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client development. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client development
  • Generate and maintain lists and reports as needed
  • Create and maintain spreadsheets client groups in the client system
  • Data input and client profile maintenance
  • Client profile research via the web and other media
  • Take notes at client meetings in support of Client Developers and follow up with appropriate parties
  • Support key auctions as appropriate with pre sale activity and events, bid spotting during Global evening sales and post-sale follow up
  • For certain events, invitation list building, organizing and tracking KCM notices and organizing and maintaining seating charts
  • Coordinate with other Administrators and with any floaters in the department as necessary
  • General support duties such as ordering of supplies, organizing of files
  • Engage in client development activities
Qualifications for client development
  • Minimum of 5 – 8 years’ experience in solution based sales
  • Successful completion of a sales or solution based selling training programs preferred
  • A growing, established and stable privately owned firm
  • An amazing team of colleagues with whom you want to spend 8-hours a day, 5-days a week – with great work life balance
  • A minimum of 5-years’ experience selling in the energy management services industry to industrial and/or commercial clients
  • Bachelors degree or equivalent with previous sales related experience preferred

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