Account Manager / Customer Success Representative (US-based Company)

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Requirements:

• Flawless written and verbal English
• Familiarity with HubSpot
• Strong multitasking skills—capable of managing 20–30 relationships concurrently
• Extreme attention to detail, particularly with CRM data, call notes, and context tracking
• Polished, warm, and professionally presentable for a client-facing role
• Highly organized, self-managing, and emotionally intelligent

Responsibilities:

• Own and manage post-sale relationships with 20–30 vendor accounts
• Build detailed onboarding plans, SOPs, and CRM documentation (HubSpot, Notion, etc.)
• Conduct structured onboarding and re-onboarding processes that feel personalized and elite
• Capture and maintain detailed vendor insights—understanding their needs, tone, and preferences
• Act as the internal voice of the vendor, surfacing feedback and performance blockers to product and connector teams
• Run regular check-ins, collect NPS, initiate feedback loops, and subtly request referrals
• Ensure vendors receive immediate value through prompt matching with active connectors
• Track all account data, performance metrics, and interaction notes in HubSpot and internal dashboards
• Assist with referral generation or upsell motions as appropriate
• Support events and community initiatives (e.g., founder dinners, intro strategy planning)
• Collaborate with Connector Success teammates to align vendors with ideal connector profiles