Sales Development and Client Success Manager

Sustainable Investment Group, LLC, a global leader in green building consulting, has created a full-time, remote position for Sales Development & Client Success Manager. This position is only for candidates who are in and around New York, NY.

Sustainable Investment Group, LLC (SIG) was founded to deliver sustainability, engineering, and training services to the building and real estate industry. Today we serve the entire A.E.C. (architecture, engineering, construction) and Real Estate marketplace, with not only Sustainability and Engineering consulting services, but a suite of Technology and Climate Investment services. SIG distinguishes itself in helping to green everything from skyscrapers in New York City to stadiums in the Midwest.

At SIG, we are passionate about technology, people, and the environment.  Our commitment is to invest in our employees and hire, develop, and engage the best talent to help us continue to build our team. We are dedicated to creating a work environment where all levels of employees are inspired to learn, grow, and be empowered to achieve both their professional as well as personal goals.

The Sales Development and Client Success Manager reports to the Regional Director - East Coast and connects clients and prospects to the sales team and regional leadership. This role will build effective relationships with our sales teams, regional management, and corporate support staff to support client retention and the development of new sales leads.

Active listening and clear communication are crucial for understanding needs and preferences. The Sales Development and Client Success Manager role requires a high level of accuracy, timeliness, proactivity, and problem-solving ability. Additionally, a working knowledge of the New York City decarbonization and green building market and a high degree of familiarity with the changing legislative landscape if required. 

Responsibilities: 

Outbound Lead Assessment and Routing:

- Identify new prospective clients and contacts within their organizations. 

- Engage with identified contacts through phone calls, emails, in person meetings, or other communication channels such as web chat and LinkedIn.

- Evaluate outbound leads based on specific criteria, such as interest level, budget, and fit with the company’s offerings.

- Manage sales workflow from lead generation through the CRM.

Inbound Lead Assessment and Routing:

- Evaluate inbound leads based on specific criteria, such as interest level, budget, and fit with the company’s offerings.

- Determine whether a lead is genuinely interested and likely to convert into a customer.

- Engage with leads through phone calls, emails, in person meetings, or other communication channels such as web chat and LinkedIn.

Sales Development:

- Coordinate communication between a client and the sales representative to ensure effective handoff during the sales process.

- Work closely with sales representatives and marketing teams.

- Manage and track leads through the CRM (ClickUp, Microsoft Dynamics, or equivalent).

- Provide valuable insights to improve the sales process and customer journey.

- Coordinate and manage outgoing RFPs and RFQs.

- Review and edit proposal responses from various stakeholders within the company and ensure proposal quality expectations are met.

- Ensure proposal deadlines are met.

- Customer Service Liaison

- Promptly forward inquiries related to scheduling, invoices, and certificate or report verification to the appropriate party.  

Qualification

- BA/BS degree in Marketing, Business Administration or other relevant field.

- At least 5 years of experience in a technical or engineering sales setting, preferability in New York City.

- Superior communication skills, both written and verbal.

- Superior technical writing skills.

- Proven record of success with the entire sales process, from planning to closing.

- Proven ability to meet and exceed sales quotas, and other business development related KPIs.

- Ability to travel with in Metropolitan New York City, and other East Coast Markets.

- Outgoing personality, approachable persona, and a collaborative mindset

Additional information

Equal Opportunity Employer – Disability and Veteran

TÜV SÜD America, Inc. is an equal opportunity, affirmative action employer and considers qualified applicants for employment without regard to race, color, creed, religion, ancestry, marital status, genetics, national origin, sex, sexual orientation, gender identity and expression, age, physical or mental disability, veteran status and those laws, directives, and regulations of Federal, State, and Local governing bodies or agencies. We participate in the E-Verify Employment Verification Program.

For more information on applicable equal employment regulations, please refer to the following: Labor Law 2025