Hybrid Client Partner

at Center for Creative Leadership

• Job title: Client Partner
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $75,000 - $76,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Greensboro, United States

About the role

• Client Partner responsible for supporting new client acquisition through prospecting and pipeline development across multiple industries. Collaborating with teams to drive sales opportunities and engagement.

Responsibilities

• Executes outbound prospecting activities including calling, emailing, and social selling to generate new client opportunities
• Supports pipeline development by identifying, researching, and engaging prospective clients across assigned territories or segments
• Leverages tools such as Outreach.io, LinkedIn Sales Navigator, and marketing campaigns to support outreach efforts
• Meets defined activity-based KPIs (calls, emails, meetings set) aligned to pipeline generation goals
• Conducts initial discovery conversations to understand client needs and determine alignment with Open Enrollment offerings
• Partners with senior sales team members to advance qualified opportunities through the sales cycle
• Learns and applies foundational sales methodologies to support opportunity progression and client engagement
• Maintains accurate and up-to-date records in CRM (D365), including prospect activity, opportunity updates, and contact information
• Supports data hygiene efforts by updating and enriching account and contact records
• Works collaboratively with account teams and cross-functional partners to support new business efforts
• Participates in team meetings, sales training, and development opportunities to build sales capabilities
• Seeks feedback and coaching to continuously improve prospecting effectiveness and sales skills

Requirements

• Bachelor’s Degree preferred
• 3-5 years of professional experience; prior exposure to sales, customer-facing roles, or internships preferred
• Interest in developing a career in B2B sales, business development, or client engagement
• Exposure to outbound prospecting, customer service, or lead generation is a plus
• Strong interest in prospecting, outreach, and building new client relationships
• Effective communication skills (written and verbal) with the ability to engage professionally with clients
• Coachable, curious, and motivated to learn sales processes and techniques
• Organized with attention to detail, particularly in CRM data entry and activity tracking
• Ability to manage time effectively and balance multiple priorities
• Comfortable using technology including Microsoft Office and CRM systems
• Familiarity with tools such as LinkedIn Sales Navigator or Outreach.io is a plus
• Ability to work both independently and as part of a team

Benefits

• 403(b) Savings Plan with employer contribution
• Medical, dental, and vision insurance
• Telemedicine services
• Health savings and flexible spending accounts
• Paid time off and paid holidays
• Employer-paid short-term and long-term disability
• Employer-paid life insurance
• Employee and family assistance program
• Various voluntary options for additional coverage