Virtual Assistant - Account Manager

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Requirements:

• Proven experience working in account management or sales roles is a plus.
• Proficiency with HubSpot CRM and Microsoft Office, particularly Excel.
• Strong written and verbal communication skills.
• Solid organizational skills, experience managing sales pipelines and analyzing performance data.
• Prior experience in advertising, marketing, or social media management is essential.
• Self-motivated with a sales-oriented mindset, able to work independently or as part of a team.

Responsibilities:

• Serve as the primary point of contact for assigned accounts.
• Build and maintain strong, long-term client relationships.
• Address client inquiries and resolve issues in a timely manner.
• Ensure clients' needs are met and identify opportunities for upselling.
• Monitor client accounts for timely delivery of projects and services.
• Collaborate with internal teams to ensure smooth project execution.
• Regularly update clients on project status and deliverables.
• Manage client communication through various channels.
• Organize and schedule meetings and calls.
• Prepare reports and documentation for client meetings.
• Perform data entry and CRM management.
• Track projects from initiation to completion.
• Facilitate client onboarding and provide support throughout the client lifecycle.
• Ensure accuracy of client-related documentation.
• Analyze reports on client account performance and provide recommendations.