Client Strategy and Insights Manager, Regal.io
More information about location
3 days a week in office
Outbound phone & SMS sales platform
Open for applications
Outbound phone & SMS sales platform
21-100 employees
Open for applications
More information about location
3 days a week in office
21-100 employees
Company mission
To help brands grow like never before.
Role
Who you are
- 3+ years of CRM Marketing, agency, or Customer Insights experience
- Data analysis skills (Looker, SQL, Excel, etc.) to mine user behavior data and Regal’s contact center data to develop and validate your new campaign ideas
- Presentation development skills (Google Slides, Keynote, video production, etc.) to develop compelling demonstrations of your new campaign ideas
- Excited about driving incremental revenue for Regal’s B2C customers and doing so in a way that drives incremental revenue for Regal, track record of influencing customers to try new campaigns or strategies with data
- Passion for leading-by-doing and building institutional knowledge through your work
- Based in New York City; Work from Regal’s office in Flatiron T/W/Th; office optional M/F
What the job involves
- Regal.io is seeking a Client Strategy & Insights Manager to partner with Regal’s fast-growing B2C client base and help them drive incremental revenue growth via Regal’s customer engagement platform
- This role is a key revenue influencer in the Customer Success organization responsible for direct client interaction, consultative delivery of data-driven ideas, partnership with Regal’s quota-carrying sellers, and client education on new use cases of Regal’s software platform
- As a Client Strategy & Insights Manager at Regal, you will be trusted to act as both a contributor on the team and a consultant to clients
- You will work directly with clients to analyze their customer engagement campaigns, identify opportunities for incremental growth, pitch those ideas to clients, and drive successful tests to deliver incremental revenue to Regal clients
- Internally, you’ll partner with Regal’s Customer Success, Sales, and Marketing teams to identify and collaborate on target accounts, continually generate new campaign ideas from data, and package as many learnings as possible into best-practices playbooks
- Partner directly with Regal’s clients to understand their business goals, current customer journey and sales funnel
- Mine customer data for ROI insights, new campaign ideas, and useful data to present new strategies to clients for how to engage their customers and grow their revenue using the Regal platform
- Develop convincing and compelling data-driven decks and pitches for your new campaign ideas
- Work with clients directly to implement/test these new ideas and track success
- Regularly monitor the performance of your strategies/campaigns
- Construct a library of world-class campaign ideas, results, and playbooks by industry/use case for Regal’s B2C client base
- Align with Regal’s Customers Success Managers, Implementation Managers, and Customer Experience team to identify Regal customers who would benefit most from new campaigns
- Align with Regal’s Account Executives on larger new business opportunities to bring key ideas and evangelize the value of Regal pre-sales
Otta's take
Sam Franklin
CEO of Otta
Remarketing products to ‘abandoned’ customers is tough with one-way solutions like email campaigns. In practice, conversation is key, and the potential for this is larger than ever thanks to the accelerated adoption of smartphones and mobile commerce. Regal is an outbound call and SMS platform helping brands get their foot in this consumer-conversation door.
Regal facilitates event driven calls and texts that sales teams can build into a prioritized workflow, with detailed customer profiles and neat features like branded caller ID - all accessible from a dedicated agent desktop. It helps sales teams operate in a more efficient, orchestrated fashion, with greater oversight analytics for line managers.
Regal isn’t the only company looking to help brands do better customer engagement. Competition is stiff, especially from handsomely-funded contact center rivals like Five9 and Genesys. These startups offer broader omnichannel solutions and the option of more heavily automated AI services. Regal’s tighter focus on call/SMS engagement could have been a hindrance to its growth, but it appears that 2022 funding and an updated Branded Caller ID feature leads to a 25% revenue increase for its B2C customers and reaches 400 million wireless devices in the US alone.
Insights
Company
Funding (2 rounds)
Sep 2022
$38.5m
SERIES A
Jan 2021
$3.6m
SEED
Total funding: $42.1m
Company benefits
- Flexible PTO
- Medical, dental, vision insurance (80% covered by Regal Voice)
- Paid parental leave
- Happy hours, team outings, & quarterly off/onsites
- Pre-tax commuter benefits
- Complete laptop workstation
- Growth mindset, educational stipend
Company values
- Customers are royalty - We serve our customers above all else. If we don’t earn their love, someone else will
- Fast execution wins - We work with urgency and speed because by moving forward we learn more about how to solve the problem than by theorizing
- Growth mindset - Your learning curve should be as steep as the company’s growth curve
- Data beats opinion - We make decisions based on analysis and data, not anecdotes
- Enjoy the journey - We bring our whole selves to work and build meaningful friendships. We appreciate, and are kind to, each other
Company HQ
NoMad, New York, NY
Articles
Founders
Alex Levin
(CEO)A Harvard grad who took up various Director roles at Personal and Titan Steel Corporation, then served as SVP of Growth at Handy HQ.
Rebecca Greene
(CTO)A Harvard Business School grad, who then served as Senior Product Manager at Amazon, and CPO at Handy HQ.
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