About the role

  • Client Growth Specialist driving customer engagement and revenue growth by re-engaging smaller accounts and unlocking value through programs at Source1. Educating customers on rebate opportunities and expanding their distributor use.

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.

Requirements

  • Bachelor's Degree
  • Minimum of 2 years of related experience
  • Excellent phone and virtual communication skills
  • Strong understanding of Source1’s supplier network and program benefits
  • Proficiency in 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

Benefits

  • Great benefits from day one. We offer medical, dental, vision, FSA, company-paid life insurance, and more—plus a 401(k) with company match.
  • Grow with us. Enjoy strong training, development, and competitive pay.
  • Work-life balance. Our flexible PTO policy lets you take time when you need it—no accrual required.

Job title

Client Growth Specialist

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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