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, English Speaker

Onboarding Specialist

• Interact with clients to introduce yourself as the point of contact for all client needs prior to activation
• Maintain client relationship with consistent follow ups to strengthen client rapport through Salesforce tasking.
• Facilitate the best customer experience and ensure all client needs are met
• Follow up to collect required documents from clients and facilitate account activations
• Collaborate with all stakeholders – account executive, onboarder & account manager to facilitate a successful client journey from sales to account managers.
• Document - log all communication notes in Salesforce to document client journey
• Communicate - We are committed to growth, so your ability to communicate users’ experiences and understand when and where to escalate is essential

Client Onboarding, Bilingual Spanish/English

• 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, Factoring

• 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
• 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.

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 for assigned accounts
• Answer incoming calls from carriers, brokers & potential new clients
• Communicate with assigned carriers via email, text or phone

Account Executive, English Speaker

Client Onboarding, Bilingual Spanish/English

Account Executive, Factoring

Account Executive, English Speaker

Client Success Representative