Consultant, Customer Success

5 months ago

Toronto, Canada The Value Builder System Full time

**At** **The Value Builder System, our goal is to change the world for the better.** Today, small business owners work their entire lives only to earn pennies on the dollar when they sell their business. Our mission is to make a positive difference for one million small business owners by the year 2030.

**What You'll Do**: (Job Description**)**
- As a key member of the Customer Success Team, your job is to work with disengaged or dissatisfied Advisors, Advisors requesting to stop their subscription, or other unique advisor circumstances in order to retain them and ultimately turn them into raving fans while getting an ROI from our software.
- You leverage your incredible problem-solving skills to uncover the advisor's issues then devise and deploy solutions to increase the advisor's usage of The Value Builder System.
- You know you are successful when advisors increase their system usage and realize an ongoing ROI.
- You will work with each account for up to 6 months and regularly update the Customer Relationship Manager.

**You Will Do This By: (The Day-to-Day Job)**
- Working with advisor churn requests to extend and/or save the advisors from canceling their subscriptions.
- Consulting with the advisors that you work with to improve their integration with and use of The Value Builder System.
- When brought in by the Customer Relationship Manager, you will conduct discovery calls with advisors to learn their needs/issues then design and help implement their new processes that leverage The Value Builder System.
- Presenting an “action plan” to the advisor and persuading them to act on your recommendations.
- Monitoring the progress of your “action plan”.
- Working with the Customer Success Team to identify advisors you can help, your goal is to work with a minimum of 50 accounts at all times.

**Is This You? (What We're Looking For)**:

- **You're comfortable with conflict.** You step up to conflict by having candid and respectful conversations that lead to "win-win" scenarios. You know how to read a situation and adjust your style quickly. You are energized when everyone is aligned and have a path forward. (Conflict Management)
- **You love to solve problems.** You ask questions to seek out the real issue behind a problem. You come up with practical solutions that deliver results by addressing the underlying issues. (Problem Solving)
- **You're gritty. **You've got the drive and discipline to do the work. You're not expecting a clock-in-clock-out job. (Action-Oriented)
- **You like to win.** Your competitive drive ensures that you're motivated by obstacles, not crushed by them. You find the solutions and resources to lead your clients to their "win" along with you. (Action-Oriented)
- **You know your sales and marketing.** You are a veteran of sales and marketing processes. You know how to drive lead generation through campaigns and the steps to close new business. You've been there, done that before. (Business Acumen)
- **You love a good process.** There's a saying that success is 1% idea and 99% execution, and that's true for this role. This is a "doing" job, and you are detail-oriented and can establish a process to contribute to your success. You know how to establish a goal and map out the steps necessary to achieve the results. (process management and organized)
- **You love presenting.** You are an effective presenter in 1:1, small and large settings. You can command the room and deliver a presentation that is engaging and delivers value to the audience. You can quickly pivot if the presentation isn't working. (Presentation Skills)

**Experience and Requirements**
- Have worked closely with C level management individuals
- Software proficiency (Experience with Salesforce is a plus)
- Experience in a sales role (for persuasion skills and confidence)
- Experience in a teaching, training, or coaching position

**Do You Believe What We Believe? (Our Values)**
- We believe in having a growth mindset, tackling challenges with our glass three-quarters-full attitude.
- We believe in doing the important things first.
- We believe in being professional. We own up to mistakes. We're allergic to people who make excuses.
- We believe that opinions are cheap. We're metrics people. Data is the raw material of true insight.

**Why You'll Love It Here (5 Reasons to Join)**
- **Play a Role in Doing Right**: you'll be able to look back on your career and know that you played a part in righting a wrong in a world today by helping level the playing field for owners as they approach their exit.
- **Get in early. **The Value Builder System is growing 20-30% per year. A rising tide lifts all boats, and you will be joining a dynamic, growing company and your career growth will accelerate much faster than if you chose to work for a larger, more established business where your career growth is limited to tiny steps on a well-worn career path.
- **Learn**. One of our four values is to embrace a growth mindset, which i

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