Revenue Growth & Retention
●    Drive growth across multiple product lines including CPA, CPE, AI, Staff Levels Training, CMA, CIA, EA, certificates, and other Becker offerings.
●    Develop strategies to identify new revenue opportunities within existing client accounts.
●    Ensure proactive management of high-risk renewals and attrition risks.
●    Improve customer adoption and engagement to maximize renewal success and customer lifetime value.

Strategic Account Management
●    Develop multi-threaded relationships throughout client organizations.
●    Promote consultative selling and trusted advisor relationships.
●    Support enterprise contract negotiations and complex account expansion strategies.
●    Leverage client usage data, business objectives, and workforce development initiatives to drive recommendations.
●    Ensure consistent executive engagement within key accounts.

Pipeline Management & Forecasting
●    Maintain accurate forecasting and pipeline health.
●    Ensure Salesforce reflects current opportunity status and qualification standards.
●    Monitor renewal risk, contract movement, expansion opportunities, and forecast accuracy.
●    Drive disciplined opportunity management utilizing company sales methodologies and qualification frameworks.

Customer Success & Adoption
●    Champion customer onboarding, adoption, and engagement strategies.
●    Ensure clients clearly understand Becker's full portfolio and value proposition.
●    Partner with implementation and customer success resources to improve client outcomes.
●    Utilize usage reports, status reports, and client feedback to improve retention and expansion results.
●    Foster a proactive approach to identifying client needs and delivering solutions.

Cross-Functional Collaboration
●    Partner with B2B Marketing on campaigns, client communications, events, and ABM initiatives.
●    Collaborate with Product, Customer Service, Operations, Finance, and Sales Enablement teams.
●    Provide field insights regarding customer needs, market trends, product adoption, and competitive dynamics.
●    Support organizational initiatives, new product launches, and strategic growth programs.

Operational Excellence
●    Drive CRM adoption and data integrity.
●    Ensure consistent use of Salesforce as the system of record.
●    Monitor activity metrics, pipeline coverage, account reviews, and customer engagement standards.
●    Leverage AI-enabled tools and analytics to improve efficiency, client preparation, and strategic decision making.

Preferred Experience:

●    5+ years sales experience.
●    Background in SaaS, professional education, professional services, learning & development, or B2B sales.
●    Proven success leading to renewal, retention, and expansion efforts.
●    Experience managing enterprise and strategic accounts.
●    Expertise with Salesforce and forecasting processes.
●    Strong analytical and business planning skills.

Based on current CARE Team priorities and discussions, the ideal NSM:
●    Balances retention and growth equally.
●    Creates disciplined pipeline management.
●    Uses client usage data to drive business reviews.
●    Identifies cross-sell opportunities across Colibri’s full portfolio.
●    Consultative selling behaviors.
●    Drives AI, Staff Levels Training, CPE, CPA, and enterprise growth initiatives.
●    Builds strong relationships with Accounting Firms, Government Agencies, Corporations, and Learning & Development leaders.
●    Maintains a culture of accountability, professionalism, collaboration, and client advocacy.
●    Travel Required.