Business Development and Client Success Lead

About the role

We are looking for someone who can open doors for Skalable, turn relevant conversations into business and stay involved as customer relationships grow. You will represent the company at events, build relationships with business leaders and partners, and connect customer needs with our capabilities in ERP, integrations, automation and AI. You will discuss practical AI opportunities with business leaders, explain the expected outcome and the assumptions that need testing, and keep a clear line between a demonstration and what the team can commit to deliver. This is a role for someone who enjoys taking initiative: starting a conversation, asking useful questions, following through and coordinating the people needed to move an opportunity or account forward.

What you’ll do

• Represent Skalable at industry gatherings, conferences and partner events, and follow up with a concrete next step
• Develop business through targeted outreach, referrals, existing relationships and partner introductions
• Understand the business problem, current systems, effort, volumes and the people who decide
• Qualify opportunities and coordinate discovery, demonstrations and proposals with specialists
• Keep account and opportunity records accurate, with a forecast you can stand behind
• Stay with customers after the sale: check-ins, issue resolution, renewals and expansion
• Build relationships with technology partners, advisers and complementary service providers

What you’ll bring

• Experience in B2B technology services, consulting or enterprise software
• Evidence of developing opportunities and maintaining customer relationships
• Strong written and verbal communication and organized follow-up
• Commercial judgment and confidence with business stakeholders

Nice to have

• ERP, finance and operations, cloud services or AI solutions
• Familiarity with Dynamics 365, NetSuite or CRM platforms
• An accounting or business systems background

Details

• Based in San Jose or the Bay Area, with in-person customer meetings and events
• Performance-based bonuses and medical benefits

Key skills

• Business development
• Account management
• Customer success
• Partnerships
• Discovery
• CRM
• B2B services