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Account Specialist

Posted 2024-11-15

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💎 Seniority level: Entry, 2-4 years

📍 Location: Philippines, PST, EST

🔍 Industry: Client experience services

🏢 Company: Boldr

🗣️ Languages: English

⏳ Experience: 2-4 years

🪄 Skills: SalesforceCommunication SkillsAnalytical SkillsCollaborationProblem SolvingCustomer serviceAttention to detailOrganizational skillsTime ManagementWritten communicationMultitasking

Requirements:
  • Curious and authentic.
  • Analytical and critical thinker with attention to detail.
  • Passionate about client satisfaction.
  • 2-4 years of customer service and sales experience.
  • Preferably experienced with Salesforce or integrated CRM.
  • Familiarity with Google Workspace including sheets, slides, and drive.
  • Ability to multitask and prioritize deliverables.
  • Good communication skills.
  • Amenable to work from 9AM to 6PM EST.
Responsibilities:
  • Maintain accurate task and follow-up actions on all deal-related activity.
  • Manage and improve the 'Job Scope' entry process into Airtable and Eames.
  • Support sales and account management team with deal activities including payment info collection and CRM data updates.
  • Clean and maintain prospecting lists for marketing and segmentation.
  • Manage inbound lead inquiries and conduct initial qualification.
  • Enter leads into CRM and assign to sales team members.
  • Conduct outbound lead generation on new market listings.
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  • Conduct outbound lead generation.
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Posted 2024-11-07
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