Bobtail

Account Executive

• Making daily cold calls & sending emails/text to connect with prospects
• Converting prospects & leads into Bobtail clients
• Collaborating as a team to accomplish individual, team, and company-wide goals
• Maintaining a pipeline of leads and opportunities using our CRM (Salesforce)
• Effectively using other sales tools to track progress and improve your performance
• Learning about each client’s needs, industry, and competitors.
• Building long-lasting, mutually beneficial relationships with prospects and clients to create a better customer experience.
• Following up with prospects throughout the sales cycle to continue nurturing them.
• Presenting the value of Bobtail products and services to prospects
• Staying current on company offerings and industry trends.

Account Executive, Bilingual Spanish-English

Customer Success Manager

• Act as the first point of contact for company clients
• Resolve complaints and prevent additional issues by improving processes.
• Build & maintain a good relationship with assigned carriers based on trust and respect
• Collaborate with internal departments to fulfill carrier needs
• Maintain up-to-date knowledge of assigned accounts
• Answer incoming calls from carriers, brokers & potential new clients
• Communicate with assigned carriers via email, text, or phone

Account Executive, Bilingual Spanish-English

Client Success Representative, Bilingual (English, Spanish)