Account Specialist (Inside Sales Specialist)

Posted 2024-11-07

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💎 Seniority level: Entry, 2-5 years

📍 Location: Philippines, PST, NOT STATED

🔍 Industry: Client experience services

🏢 Company: Boldr

🗣️ Languages: English

⏳ Experience: 2-5 years

🪄 Skills: Data AnalysisSalesforceData analysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelCustomer serviceAttention to detailMultitasking

Requirements:

Experience with Salesforce or other fully integrated CRM or ERP.
2-4 years of customer service experience in handling inbound and outbound lead management.
Experience with Google Workspace environment including sheets and slides.
Ability to multitask and prioritize key deliverables.
5 years of applicable work experience.
Secondary degree with transferable skills or comparative work experience.

Responsibilities:

Maintain accurate task and follow-up actions related to outstanding invoices and delivery information.
Manage and improve the Job Scope entry process into Airtable and Eames.
Support the sales and account management team with deal activities and customer inquiries.
Clean and maintain prospecting lists for marketing.
Manage inbound lead inquiries and qualify customer needs.
Enter leads into CRM and assign to sales team.
Conduct outbound lead generation.
Maintain all customer data using Salesforce CRM.
Develop an active portfolio of agents and developers.

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