Client Success Specialist

Leading EDJE

Published: 6/14/2022

Full Time

Job Description

POSITION OVERVIEW

Leading EDJE is seeking a tech-savvy, relationship-driven Client Success Specialist to partner directly with our Chief Strategy Officer (CSO). This is not your typical administrative role — it's a front-row seat to strategic growth. You'll serve as the CSO's right hand, keeping operations running smoothly, engaging with clients, and collaborating with teams across the company.

We're looking for someone who thrives in a fast-paced, high-energy, team-first culture, has a strong grasp of technology and B2B sales, and can seamlessly blend organization with action. If you enjoy being client-facing, adding value in meetings, and ensuring execution with precision and follow-through, this could be the perfect career move for you.

This full-time, salaried position offers flexibility in work location with a preference for candidates local to the Greater Columbus area. The role will be available to start in February 2026.

CONSULTING ENVIRONMENT

As part of Leading EDJE, you'll have the opportunity to work closely with executive leadership and cross-functional teams to deliver impactful results for clients and internal stakeholders. You'll help drive sales strategy, support client engagements, and act as a bridge between the CSO, marketing, delivery, and other internal teams. The ideal candidate is detail-oriented, highly organized, and capable of managing multiple priorities while ensuring follow-through and completion on action items.

RESPONSIBILITIES

Keep Things Moving

Manage the CSO's calendar, meetings, and travel efficiently.
Organize and maintain client-facing materials, SOWs, sales presentations, and reports.
Stay on top of key deliverables, deadlines, and CRM updates (Salesforce or HubSpot).
Run reports, track extensions, and maintain data hygiene in CRM systems.

Client Engagement & Support

Attend client meetings to capture notes, action items, and follow-ups.
Support client onboarding, engagement, and experience initiatives.
Serve as a trusted point of contact between clients, marketing, and delivery teams.
Farm accounts, track interactions, and help advance B2B sales opportunities.

Drive Sales & Operational Excellence

Collaborate with Sales, Marketing, and Delivery to support strategic initiatives.
Ensure the sales pipeline is accurate and actionable through CRM management and reporting.
Assist in planning and executing quarterly business reviews, revenue meetings, and team sessions.
Contribute to high-completion, high-impact follow-through across all projects and engagements.

QUALIFICATIONS

3+ years of experience in sales support, executive assistance, or related roles — ideally in a B2B tech or consulting environment.
Solid understanding of technology and sales cycles; able to grasp technical concepts quickly.
Exceptional organization skills, detail-oriented, and able to prioritize in a fast-paced environment.
Experience with Microsoft Office, Google Workspace, and CRM platforms (Salesforce, HubSpot).
Strong communication skills, polished and personable, with the ability to add value in client-facing situations.
Self-starter with a high “say-do” ratio; thrives on executing and following through.

ADDITIONAL QUALIFICATIONS

Experience supporting C-level executives in high-growth, fast-paced teams.
Familiarity with proposals, RFPs, and sales enablement tools.
Previous exposure to B2B sales strategy or client relationship management.
Experience in a consulting environment with tech-focused solutions.

COMPENSATION

Base: $85,000–$105,000/year
Bonus-eligible