Account Manager


Key Responsibilities:

  • (75%) Assisting the Sales Manager with the day-to-day sales processes, including: scheduling and completing demos, conducting discovery calls, and assisting with new customer purchasing processes (no cold calling required).
  • (25%) Assisting the Customer Support manager with the day-to-day operations, including: answering support tickets, tracking bugs, and improving customer retention. 

Types of Activities You May Do: 

  • Calling inbound signups/trials
  • Answering incoming sales calls and responding to email inquiries
  • Qualifying and understanding a prospect’s needs
  • Scheduling, participating in, and/or presenting online demos including the opening, closing, or product presentation
  • Providing formal quotes and requested follow up information after the demo
  • Consistently following up with prospects to successfully move them through the sales process
  • Documenting all sales activities in the company’s Customer Relationship Management (CRM) system 
  • Experimenting with customer acquisition tactics and challenging assumptions to identify ways to amplify and scale the sales process
  • Attending trade shows and conferences
  • Completing Request For Proposals (RFPs)
  • Assist with support by answering inbound phone calls and emails to help a customer with product or finance issues, qualify a prospect, check on customer satisfaction, schedule demos, and complete online training
  • Assist support with online training and onboarding for new customers getting started
  • Assist with billing activities including sending formal quotes, sending invoices, following up to late payments 

 Our Ideal Candidate Will Have:

  • 2+ year of experience in SaaS customer support or in a junior sales role with a strong desire to learn and grow
  • Technically savvy with the ability to learn our CRM and other business tools
  • Ability to work with remote team members
  • Attention to Detail
  • Strong Written Communication
  • Desire to Master Your Skill
  • Passion for providing great customer service
  • Experience working in an unstructured and fast-paced environment
  • Comfortable wearing many hats and jumping in where needed