BizIQ - Smart Growth Marketing

Onboarding Specialist

• Lead, develop, and hold accountable a small onboarding team responsible for the end-to-end delivery of GoIQ CRM implementations for new BizIQ clients
• Serve as the internal CRM subject matter expert, owning the configuration and quality of every new client's CRM environment, including pipelines, automation workflows, forms, and integrations
• Own and continuously improve BizIQ's structured client onboarding journey — from kickoff call through platform go-live and the first 90-day check-in
• Build and maintain a fully documented onboarding playbook that standardizes the client experience, reduces time-to-value, and scales with the team
• Develop and maintain GoIQ's standardized CRM templates, the base setup deployed to every new client, evolving them as the platform and client needs change
• Build client-facing marketing automation programs within the CRM, including lead nurture sequences, review request workflows, missed call text-back, and re-engagement campaigns
• Lead or directly support client kickoff calls, platform walkthroughs, and training sessions that set expectations and build confidence from the first interaction
• Establish and monitor onboarding health metrics, including time-to-launch, client activation rates, early churn signals, and 90-day satisfaction
• Partner cross-functionally with sales and client success to ensure seamless handoffs before and after onboarding
• Report onboarding performance metrics to leadership on a regular cadence, identifying friction points and proactively building solutions
• Effectively present results, strategies, and client updates using tools such as PowerPoint or Google Slides
• Contribute to special projects and cross-functional initiatives that move the business forward
• Stay personally involved in onboarding new clients on an ongoing basis, translating hands-on delivery work directly into playbook improvements

Senior Manager, CRM & Client Onboarding

Account Executive

• Achieve monthly sales goals by strategically planning and performing daily activities to meet or exceed targets and KPIs.
• Meet monthly MRR goals by acquiring and retaining clients to ensure a steady stream of recurring revenue.
• Drive revenue through closing deals that meet monthly one-time fee goals.
• Make 60-70 outbound calls daily to provided leads, focusing on generating new business opportunities.
• Conduct presentations to showcase BizIQ's digital marketing services, aiming for high conversion rates.
• Identify upselling and cross-selling opportunities to enhance client value and drive additional revenue.
• Maintain high customer satisfaction and retention by setting clear expectations and upholding sales integrity.
• Accurately document all sales activities in the CRM system, maintaining comprehensive records.
• Engage in continuous learning, mastering sales methodologies, strategies, and digital marketing trends.
• Adhere to remote working policies, ensuring productivity and professionalism in a virtual environment.
• Participate and contribute to team and departmental meetings, sharing insights to drive success.

Digital Sales Executive

Digital Marketing

• Manage and mentor a remote sales team consisting of 8-10 members to ensure that sales targets are consistently met and performance standards are upheld
• Provide coaching and step in to take over sales calls when necessary to ensure the successful closing of deals
• Monitor and evaluate sales calls to enhance quality, reduce errors, and track the overall performance of the sales team
• Conduct needs assessments, one-on-one meetings, performance reviews, and cost/benefit analyses to optimize team productivity
• Set and execute performance targets focusing on speed, efficiency, sales, and quality metrics for the team
• Ensure that all relevant communications, records, and data are accurately updated and meticulously recorded
• Liaise with cross-functional supervisors, team leaders, and sales teams to foster efficiency and deliver optimal customer results
• Review team performance data regularly to identify training needs and execute targeted training sessions accordingly
• Coach, motivate, and retain staff by effectively coordinating bonus, reward, and incentive programs to drive engagement
• Regularly forecast and analyze sales data against budget figures on a weekly and/or monthly basis to ensure financial objectives are met

Digital Marketing Sales Manager

Customer Success Manager

• Lead a digital marketing Account Manager Team, fostering collaboration and results-oriented performance
• Mentor client relationship management for SMB marketing clients in Website Design, SEO, PPC, Social Media, Reputation Management, and Content Marketing
• Implement retention and growth strategies to boost client retention and find account expansion opportunities
• Collaborate with cross-functional teams to deliver comprehensive, tailored client solutions
• Identify upselling and cross-selling opportunities and utilize data analytics to enhance service delivery
• Track KPIs and maintain detailed client records to ensure team performance and address complex client issues promptly.