Mid Level Client Sales Representative Jobs
Mid level client sales representative jobs go to professionals ready to own client portfolios end to end, mentor junior reps, and drive revenue decisions with limited oversight. Openings run across Technology & Software, Banking & Financial Services, and Consulting & Professional Services, with 37% remote or hybrid availability, and employers like JPMorganChase, Kestra Financial, and Gallagher hiring at this level now.
Find JobsOverview
Open roles225+
Top stateNew York
Top employerJPMorganChase
Top cityNew York, NY
Work type63% On-site
Top industryTechnology
Showing 5 of 225+ Mid Level Client Sales Representative jobs
Client Success Manager, West (R-20154)
We won't show you this job again
Added 1d ago
Dun & Bradstreet
Client Success Manager, West (R-20154)
Remote
Added 1d ago
Client Service Manager
We won't show you this job again
Added 1d ago
Gallagher
Client Service Manager
San Diego, California
Added 1d ago
Senior Client Service Manager - Commercial Lines
We won't show you this job again
Added 1d ago
Gallagher
Senior Client Service Manager - Commercial Lines
Bloomfield Hills, Michigan
Added 1d ago
Client Human Resources Business Partner III
We won't show you this job again
Added 2d ago
ADP
Client Human Resources Business Partner III
Los Angeles, California
Added 2d ago
Client Mgr 2
We won't show you this job again
Added 2d ago
Baylor Scott & White Health
Client Mgr 2
Remote
Added 2d ago
Added 1d ago
Client Success Manager, West (R-20154)
Dun & Bradstreet·Remote
Job functions:
$78k - $132k/yr
5+ yrs exp.
Remote (US)
Full Time
5,001-10,000 employees
Job Description
Shape the Future with Dun & Bradstreet
At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers.
he Client Success Manager is the primary point of responsibility and accountability for assigned client relationships and related Client Success activities to ensure clients realize value from D&B solutions. The role acts as a trusted advisor within an assigned Sales Channel, bringing D&B’s best ideas, innovations and service capabilities to Clients.
The Client Success Manager supports D&B clients through Driving Adoption and Value Realisation activities, Client Satisfaction, customer health visibility, customer maturity support, value plan execution, risk mitigation and supporting renewals. The role contributes customer health, adoption, maturity, value and risk input into retention readiness and T-Minus planning in partnership with Sales.
Commercial ownership, pricing, contract negotiation, sales quotas and expansion contracting remain with Sales. Technical implementation, integrations, workflow configuration, solution architecture and technical AI assessments remain with Technical Client Success Managers, Technical Advisory resources or other specialist functions.
Essential Key Responsibilities
- Be accountable for the assigned Client’s overall success with D&B, including Driving Adoption and Value Realisation activities, Client Satisfaction, customer health visibility, customer maturity support and supporting renewals.
- Monitor and capture customer health indicators, maturity signals, adoption activity, risk indicators and growth signals, and share relevant insight with Sales, Client Success leadership and internal stakeholders.
- Support customer maturity progression by identifying adoption barriers, use-case gaps and practical next steps that help Clients increase adoption, value realisation and business outcomes.
- Contribute customer health, adoption, maturity, value and risk input into T-Minus retention planning in partnership with Sales, while commercial ownership remains with Sales.
- Execute defined Client Success playbooks to support adoption, customer health, value realisation, retention readiness, T-Minus planning and consistent customer success outcomes.
- Partner with Clients to maintain a D&B solution value plan that connects customer objectives, adoption priorities, success measures and value realisation.
- Build and maintain trusted relationships with the Client community through regular engagement, service reviews and business-outcome discussions.
- Deliver external service reviews to review solution adoption, value progress, Client sentiment and agreed practical next steps.
- Work closely with D&B Sales and Client Success Leaders to prioritize Client engagement opportunities based on customer health, maturity, adoption, risk, spend, growth signals and retention readiness.
- Identify risks to Clients achieving their stated business goals and work with the virtual team to build a risk mitigation or get-well plan.
- Coordinate relevant internal and external stakeholders across Sales, Product, Data, Technology, Delivery, Customer Service, Finance, Legal and other teams to support agreed customer success outcomes.
- Capture and communicate Voice of the Client feedback, adoption trends, customer maturity insights, value realisation evidence, risk indicators and product or service improvement opportunities.
- Maintain accurate and timely information in relevant CRM systems and internal tools to support customer health visibility, success planning, T-Minus planning and internal reporting.
- Collaborate with Technical Client Success Managers, Technical Advisory resources or other specialist functions where specialized support is required for technical adoption, integrations, workflow configuration, solution architecture, technical AI expertise or readiness assessments. The Client Success Manager remains focused on customer relationship management, adoption support, value realisation, customer health, customer maturity support, retention readiness and execution of Client Success playbooks.
- Perform additional duties as assigned, provided they are within the overall scope and level of the Client Success Manager role and in line with applicable local legal and company requirements.
Education and Experience
- Minimum of five years of experience working in client support, client success, customer success, relationship management or a comparable post-sales customer-facing role.
- Experience working with Clients dealing with data, analytics, software, digital workflows or business-information solutions.
- Solid customer success or account servicing experience, with the ability to drive adoption, value realisation, customer health visibility and successful renewal-readiness activities.
- Strong collaboration and influencing skills.
- Client-centric approach with good commercial instincts, while recognizing that commercial ownership, pricing, contract negotiation, revenue targets and sales quotas remain with Sales.
- Ability to build and maintain relationships with Clients and internal stakeholders.
- Excellent listening, presentation and communication skills at all business levels, with effective interpersonal skills.
- Ability to use customer health indicators, usage trends, adoption data, CRM information and customer feedback to prioritize practical Client Success actions.
- Understanding of modern Customer Success practices, including success planning, customer maturity support and progression, value realisation, T-Minus Retention Planning, risk mitigation and coordinated stakeholder management.
- Ability to discuss AI-enabled capabilities and automation opportunities from a customer-value and business-outcome perspective, without owning technical implementation, AI architecture, integrations or workflow configuration.
- Self-starter who can work independently, enjoys solving problems and can execute effectively against plans.
- Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action. Be proactive and seek ways to collaborate and connect with people and teams in support of driving success.
- Continuous growth mindset. Keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors, and widen and broaden competencies through structured courses and programs.
- Where applicable, fluency in English and languages relevant to the working market.
- Ability and willingness to travel up to 25% as required.
This role is commission eligible
Benefits We Offer
- Generous paid time off in your first year, increasing with tenure.
- Up to 16 weeks 100% paid parental leave after one year of employment.
- Paid sick time to care for yourself or family members.
- Education assistance and extensive training resources.
- Do Good Program: Paid volunteer days & donation matching.
- Competitive 401k with company matching.
- Health & wellness benefits, including discounted Wellhub membership rates.
- Medical, dental & vision insurance for you, spouse/partner & dependents.
Pay Transparency
Dun & Bradstreet is an equal employment opportunity employer and believes in honesty and transparency in the employment hiring process, including pay transparency. Accordingly, listed on this posting is a good faith reasonable estimate of the salary range and other compensation in the job posting, as of the date of this posting. Actual compensation decisions for base salary and other compensation will be dependent upon a wide range of factors including but not limited to: an individual’s skill sets, experience, qualification, training, education, location, and any other legally permissible factors. Successful applicants will also be eligible for D&B’s generous benefit package, outlined above.
All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com.
Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform.
Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here.
Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to AcquisitionT@dnb.com to let us know the nature of your accommodation request and your contact information.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please visit https://bit.ly/3LMn4CQ.
Dun & Bradstreet
Client Success Manager, West (R-20154)
Remote
Added 1d ago5,001-10,000 employees
Job functions:
$78k - $132k/yr
5+ yrs exp.
Remote (US)
Full Time
Job Description
Shape the Future with Dun & Bradstreet
At Dun & Bradstreet, we believe data has the power to create a better tomorrow. As a global leader in business decisioning data and analytics, we help companies worldwide grow, manage risk, and innovate. Since 1841, businesses have trusted us to turn uncertainty into opportunity. We’re a diverse, global team that values creativity, collaboration, and bold ideas. Are you ready to make an impact and help shape what’s next? Join us! Explore opportunities at dnb.com/careers.
he Client Success Manager is the primary point of responsibility and accountability for assigned client relationships and related Client Success activities to ensure clients realize value from D&B solutions. The role acts as a trusted advisor within an assigned Sales Channel, bringing D&B’s best ideas, innovations and service capabilities to Clients.
The Client Success Manager supports D&B clients through Driving Adoption and Value Realisation activities, Client Satisfaction, customer health visibility, customer maturity support, value plan execution, risk mitigation and supporting renewals. The role contributes customer health, adoption, maturity, value and risk input into retention readiness and T-Minus planning in partnership with Sales.
Commercial ownership, pricing, contract negotiation, sales quotas and expansion contracting remain with Sales. Technical implementation, integrations, workflow configuration, solution architecture and technical AI assessments remain with Technical Client Success Managers, Technical Advisory resources or other specialist functions.
Essential Key Responsibilities
- Be accountable for the assigned Client’s overall success with D&B, including Driving Adoption and Value Realisation activities, Client Satisfaction, customer health visibility, customer maturity support and supporting renewals.
- Monitor and capture customer health indicators, maturity signals, adoption activity, risk indicators and growth signals, and share relevant insight with Sales, Client Success leadership and internal stakeholders.
- Support customer maturity progression by identifying adoption barriers, use-case gaps and practical next steps that help Clients increase adoption, value realisation and business outcomes.
- Contribute customer health, adoption, maturity, value and risk input into T-Minus retention planning in partnership with Sales, while commercial ownership remains with Sales.
- Execute defined Client Success playbooks to support adoption, customer health, value realisation, retention readiness, T-Minus planning and consistent customer success outcomes.
- Partner with Clients to maintain a D&B solution value plan that connects customer objectives, adoption priorities, success measures and value realisation.
- Build and maintain trusted relationships with the Client community through regular engagement, service reviews and business-outcome discussions.
- Deliver external service reviews to review solution adoption, value progress, Client sentiment and agreed practical next steps.
- Work closely with D&B Sales and Client Success Leaders to prioritize Client engagement opportunities based on customer health, maturity, adoption, risk, spend, growth signals and retention readiness.
- Identify risks to Clients achieving their stated business goals and work with the virtual team to build a risk mitigation or get-well plan.
- Coordinate relevant internal and external stakeholders across Sales, Product, Data, Technology, Delivery, Customer Service, Finance, Legal and other teams to support agreed customer success outcomes.
- Capture and communicate Voice of the Client feedback, adoption trends, customer maturity insights, value realisation evidence, risk indicators and product or service improvement opportunities.
- Maintain accurate and timely information in relevant CRM systems and internal tools to support customer health visibility, success planning, T-Minus planning and internal reporting.
- Collaborate with Technical Client Success Managers, Technical Advisory resources or other specialist functions where specialized support is required for technical adoption, integrations, workflow configuration, solution architecture, technical AI expertise or readiness assessments. The Client Success Manager remains focused on customer relationship management, adoption support, value realisation, customer health, customer maturity support, retention readiness and execution of Client Success playbooks.
- Perform additional duties as assigned, provided they are within the overall scope and level of the Client Success Manager role and in line with applicable local legal and company requirements.
Education and Experience
- Minimum of five years of experience working in client support, client success, customer success, relationship management or a comparable post-sales customer-facing role.
- Experience working with Clients dealing with data, analytics, software, digital workflows or business-information solutions.
- Solid customer success or account servicing experience, with the ability to drive adoption, value realisation, customer health visibility and successful renewal-readiness activities.
- Strong collaboration and influencing skills.
- Client-centric approach with good commercial instincts, while recognizing that commercial ownership, pricing, contract negotiation, revenue targets and sales quotas remain with Sales.
- Ability to build and maintain relationships with Clients and internal stakeholders.
- Excellent listening, presentation and communication skills at all business levels, with effective interpersonal skills.
- Ability to use customer health indicators, usage trends, adoption data, CRM information and customer feedback to prioritize practical Client Success actions.
- Understanding of modern Customer Success practices, including success planning, customer maturity support and progression, value realisation, T-Minus Retention Planning, risk mitigation and coordinated stakeholder management.
- Ability to discuss AI-enabled capabilities and automation opportunities from a customer-value and business-outcome perspective, without owning technical implementation, AI architecture, integrations or workflow configuration.
- Self-starter who can work independently, enjoys solving problems and can execute effectively against plans.
- Show an ownership mindset in everything you do. Be a problem solver, be curious and be inspired to take action. Be proactive and seek ways to collaborate and connect with people and teams in support of driving success.
- Continuous growth mindset. Keep learning through social experiences and relationships with stakeholders, experts, colleagues and mentors, and widen and broaden competencies through structured courses and programs.
- Where applicable, fluency in English and languages relevant to the working market.
- Ability and willingness to travel up to 25% as required.
This role is commission eligible
Benefits We Offer
- Generous paid time off in your first year, increasing with tenure.
- Up to 16 weeks 100% paid parental leave after one year of employment.
- Paid sick time to care for yourself or family members.
- Education assistance and extensive training resources.
- Do Good Program: Paid volunteer days & donation matching.
- Competitive 401k with company matching.
- Health & wellness benefits, including discounted Wellhub membership rates.
- Medical, dental & vision insurance for you, spouse/partner & dependents.
Pay Transparency
Dun & Bradstreet is an equal employment opportunity employer and believes in honesty and transparency in the employment hiring process, including pay transparency. Accordingly, listed on this posting is a good faith reasonable estimate of the salary range and other compensation in the job posting, as of the date of this posting. Actual compensation decisions for base salary and other compensation will be dependent upon a wide range of factors including but not limited to: an individual’s skill sets, experience, qualification, training, education, location, and any other legally permissible factors. Successful applicants will also be eligible for D&B’s generous benefit package, outlined above.
All Dun & Bradstreet job postings can be found at https://jobs.lever.co/dnb. Official communication from Dun & Bradstreet will come from an email address ending in @dnb.com.
Notice to Applicants: Please be advised that this job posting page is hosted and powered by Lever, a subsidiary of Employ Inc. Your use of this page is subject to Employ's Privacy Notice and Cookie Policy, which governs the processing of visitor data on this platform.
Equal Employment Opportunity (EEO): Dun & Bradstreet provides equal employment opportunities to applicants and employees without regard to race, color, religion, creed, sex, age, national origin, citizenship status, disability status, sexual orientation, gender identity or expression, pregnancy, genetic information, protected military and veteran status, ancestry, marital status, medical condition (cancer and genetic characteristics) or any other characteristic protected by law. Know Your Rights: Workplace Discrimination is Illegal - The current poster can be found here. We participate in E-Verify - The current poster can be found here.
Accommodations information for applicants with disabilities: Dun & Bradstreet is committed to providing reasonable accommodation to, among others, individuals with disabilities and disabled veterans. If you need an accommodation because of a disability to search and apply for a career opportunity with Dun & Bradstreet, please send an e-mail to AcquisitionT@dnb.com to let us know the nature of your accommodation request and your contact information.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please visit https://bit.ly/3LMn4CQ.
See All 225+ Mid Level Client Sales Representative Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsMid Level Client Sales Representative Job Market
Who's Hiring
- JPMorganChase20
- Kestra Financial17
- Gallagher10
- TikTok8
- BDO5
Top Industries Hiring
- Technology & Software65
- Banking & Financial Services27
- Consulting & Professional Services22
- Investment & Asset Management18
- Insurance12
Mid Level Client Sales Representative Jobs: Frequently Asked Questions
How do I get a mid level client sales representative job?
Position your existing experience around ownership and outcomes, not just activity. Highlight accounts you managed independently, revenue targets you hit or exceeded, and situations where you resolved client issues without escalation. Tailor your resume to show progression within a book of business, and emphasize consultative selling skills, CRM proficiency, and any cross-functional collaboration that demonstrates you operate beyond order-taking.
Which companies hire mid level client sales representatives?
Companies hiring mid level client sales representatives right now include JPMorganChase, Kestra Financial, and Gallagher, based on current listings on Migrate Mate as of November 2026. Mid level roles at this experience depth tend to attract B2B technology firms, financial services companies, healthcare solution providers, and growth-stage businesses that need experienced reps who can manage complex client relationships without heavy supervision.
Are there remote mid level client sales representative jobs?
Yes, remote and hybrid options are widely available at this level. About 37% of mid level client sales representative openings are remote or hybrid as of November 2026, reflecting employer confidence in placing experienced reps outside the office. Field-based roles still exist, particularly for enterprise accounts or territory-driven positions, so filtering by work setting on Migrate Mate helps narrow to what fits your preference.
How do I move up to a mid level client sales representative role?
Moving from entry level to mid level takes consistent delivery of measurable results over time. Build a verifiable record of meeting quotas, expand your ability to manage accounts independently, and develop skills in upselling, renewals, and consultative selling. Taking on a junior client under informal mentorship and volunteering for cross-functional projects signals readiness to employers looking for reps who bring ownership, not just execution, to their book of business.
Which industries hire the most mid level client sales representatives?
Mid Level client sales representative roles concentrate in Technology & Software, Banking & Financial Services, and Consulting & Professional Services, based on current listings on Migrate Mate as of November 2026. These sectors drive consistent hiring at the mid level because their sales cycles are complex enough to require experienced relationship managers who can retain and grow accounts, not just close initial deals.