Customer Growth Manager
WEX
Job Level
JuniorMid-Level
About the role
- Manage sales CRM (HubSpot) by entering and maintaining accurate client data, tracking leads, and generating reports
- Prepare sales presentations and other client-related documents
- Assign client leads coming from website to appropriate Sales team members and monitor follow-up
- Monitor progress of leads and Sales Team activity and correct data/dashboard when necessary
- Identify and build relationships with key decision makers and stakeholders
- Verify internal checks and collaborate with Compliance, AML, Credit Risks, Product, Finance, Legal, Delivery teams
- Ensure sales guidelines and standards are followed with all approvals in place
- Maintain repository with minutes and approvals
- Ensure contract signing process is realised with legal teams
- Prepare reports and presentations regarding sales pipeline and provide evidence to internal or external audits
- Manage post-sales activities: maintain client relationships, support and issue resolution, identify cross-selling opportunities
Requirements
- Minimum of 2 years of relevant work experience, preferably within client-related roles, ideally within fintech or SaaS space
- Entrepreneurial and proactive mindset
- Proficiency in preparing PowerPoint documents
- Experience and knowledge of working with CRM system (best with HubSpot)
- Excellent written and verbal communication in English
- Ability to manage multiple projects and work streams concurrently
- Strong attention to detail and accuracy
- Great organisation and time management skills
- Ability to build and develop strong relationships with others across different teams and organisations
- Team player
