Customer Relationship Specialist

Customer Relationship Specialist CobbleStone Software

CobbleStone Software is a global provider of enterprise contract lifecycle management (CLM) and eProcurement software. Our AI-enabled CobbleStone Contract Insight platform has been helping organizations of all sizes manage their contracts for over 25 years. We serve thousands of users across various industries, including government, healthcare, education, legal, banking, pharma, retail, and more. CobbleStone is committed to delivering leading contract and procurement management software that exceeds customer expectations, facilitating the entire source to contract process.

This is a full-time hybrid role for a Customer Relationship Specialist. The role is based in Lindenwold, NJ, though some work from home is acceptable. The Customer Relationship Specialist is responsible for managing and nurturing client relationships, providing exceptional customer support, conducting client product demonstrations, ensuring customer satisfaction, and supporting account growth. Daily tasks include handling customer inquiries, promoting CobbleStone benefits, and collaborating with cross-functional teams to meet client needs and enhance user experience.

Primary Responsibilities

• Overall client relationship management.
• Serve as the primary liaison between assigned clients and internal teams.
• Develop and maintain long?term relationships with assigned accounts.
• Understand client needs and objectives to provide tailored solutions.
• Monitor account performance and proactively address issues or concerns.
• Collaborate with sales, implementation, customer success and support teams to ensure seamless service delivery.
• Prepare presentations and demonstrations to clients remotely via online meeting sessions and in?person via onsite visits. Travel is required.
• Support, develop, and oversee account growth campaigns by introducing unused or new features, modules, licenses, and services to clients.
• Handle client inquiries, resolve complaints, and ensure high levels of customer satisfaction.
• Maintain accurate records of client interactions and transactions in CRM systems.
• Attend conferences / trade shows for networking opportunities to promote brand.
• Meet or exceed monthly quotas as established by management. Provide monthly (or more) production reports.
• Execute campaigns provided by manager via emails, calls, social, and demonstrations.
• Responsible for working with the previous account manager and Implementation teams to understand client history through original sales & implementation process to develop existing client relationships.
• Liaise between the customer and internal teams. Provide superior customer service.
• Quoting, work orders to clients, identifying client needs, working with appropriate teams to deliver appropriate services & licenses.
• Identify and execute upsell and cross?sell opportunities for client account expansion.
• Be flexible and open to making adjustments to role as needed.
• Other duties as assigned by management.

Knowledge & Requirements

Must have excellent English communication skills.

Must be able to legally work in the United States, must pass background, criminal, and drug testing.

Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.

Benefits

Work Location : Hybrid remote in Lindenwold, NJ 08021

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