This is a remote position.
Work Schedule: 8AM - 5PM Phoenix, AZ time with 1 hr unpaid break
1. Client Re-Engagement
● Goal: Reconnect with clients who last did business with TCA within the past 2 years to foster renewed business opportunities.
● Performance Standard: Achieve a minimum re-engagement rate of 5% of targeted clients within the first 90 days, with an average of at least 5 deals closed per month.
2. Warm Lead Engagement and Conversion
● Goal: Engage warm leads to convert them into active clients, delivering tailored presentations that align with client needs and maximize value.
● Performance Standard: Convert a minimum of 20% of warm leads into new deals, maintaining a high engagement rate and follow-through.
3. Manage and Collect on Past-Due Accounts
● Goal: Ensure timely collections to maintain “Past 30 Days” accounts receivable under 50% of outstanding revenue.
● Performance Standard: Maintain monthly collections of over 90% of outstanding balances, reducing “Past 30 Days” accounts by at least 50% each month.
4. Class Action and Mass Tort Account Renewals
● Goal: Secure renewals for existing Class Action and Mass Tort accounts, with a focus on maximizing renewal rates.
● Performance Standard: Achieve a renewal rate of 80% for Mass Tort accounts within the first year, with an average increase in client retention of at least 80%.
5. Lead Client Calls and Service Presentations
● Goal: Conduct effective client calls to present and discuss TCA’s services, ensuring that solutions meet each client’s specific needs.
● Performance Standard: Host a minimum of 40 client calls per month with a client satisfaction rate of at least 90%.
6. Document and Finalize Campaign Commitments
● Goal: Accurately document terms of client campaigns through MSAs and SOWs, setting clear expectations and ensuring service needs are met while maximizing profits.
● Performance Standard: Complete and secure 100% of campaign documentation within required timelines, achieving minimal adjustments due to unclear terms.
7. Client Account Status Reporting
● Goal: Prepare and deliver regular client reports on account progress and results, providing clients with clear insights into their campaign performance.
● Performance Standard: Send progress reports for all managed accounts at least monthly, with 100% accuracy and a client satisfaction rate of 90%.
● Client Relationship Management: Skilled at nurturing client relationships and delivering customized solutions that meet client needs.
● Sales and Negotiation: Proficient in engaging leads, closing deals, and effectively upselling to existing clients.
● Financial Accountability: Experienced in managing account collections and ensuring timely payments.
● Renewal and Retention Focused: Proven success in renewing accounts, with an emphasis on maintaining and growing client loyalty.
● Detailed Reporting & Documentation: Strong ability to document agreements accurately and provide detailed reporting to keep clients informed and engaged.
Culture Fit
● Client-Focused: Values client satisfaction, prioritizing clear communication and alignment with client needs.
● Goal-Oriented: Committed to achieving revenue, engagement, and retention goals, proactively seeking opportunities for growth.
● Collaborative: Works well across teams to meet client needs and deliver consistent results.
● Organized & Reliable: Ensures accuracy in account documentation, reporting, and follow-through to maintain trust and accountability.
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