Client Growth Specialist

Buyers Edge Platform, LLC • Lake Worth, FL

1d • Onsite

About The Position

Source1 is seeking a motivated Client Growth Specialist to join their team. This role involves supporting a portfolio of hospitality clients by helping them understand rebate opportunities, maximize program benefits, and effectively use Source1's tools and resources. The company provides comprehensive training and ongoing mentorship. The Client Growth Specialist will act as the primary point of contact for smaller hospitality clients, reaching out via phone and email to guide them through Source1's programs and savings opportunities. This position is designed as an entry point for a career in account management or client success.

Requirements

• Bachelor's Degree
• 2 years of related experience in client engagement
• Excellent phone and virtual communication skills
• Familiarity with Salesforce and Microsoft Office Suite (Excel, Word, PowerPoint)
• Ability to explain complex information in a simple, customer-friendly way
• Strong organizational skills, attention to detail, and follow-up ability
• Self-motivated with a high level of initiative and ownership

Responsibilities

• Proactively call and engage a large portfolio of smaller clients to increase their participation and rebate potential.
• Educate customers on program benefits, supplier options, and available rebates.
• Walk customers through portal features and resources to improve adoption and utilization.
• Track and report on customer engagement, growth opportunities, and participation metrics.
• Demonstrate strong knowledge of Source1’s supplier network and rebate programs.
• Provide guidance on optimizing purchasing decisions through contracted suppliers.
• Identify opportunities for upselling and cross-program participation.
• Maintain accurate records of customer interactions and progress in CRM.
• Consistently meet and exceed outreach and growth targets.
• Share insights with internal teams to support broader business strategies.
• Follow structured workflows to ensure high-quality customer touchpoints.

Benefits

• medical
• dental
• vision
• FSA
• company-paid life insurance
• 401(k) with company match
• flexible PTO policy

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level