CINC

Account Executive

• Seek new business opportunities by contacting potential customers by phone.
• Set daily call blocks to ensure a robust pipeline.
• Make 50-100 outbound dials a day as a minimum.
• Qualify inbound leads from marketing campaigns and website inquiries.
• Maintain accurate records of all lead activities.
• Reach monthly revenue quota by closing new sales.
• Be passionate about sales with high energy and a willingness to learn.

General

• Serve as the primary point of contact and trusted advisor for a portfolio of existing clients
• Build strong, long-term relationships by understanding client goals, priorities, and success metrics
• Drive account growth through renewals, upsell, and cross-sell opportunities
• Conduct regular business reviews to demonstrate value, share insights, and identify new opportunities
• Partner with clients to ensure successful adoption and utilization of solutions
• Collaborate with customer success, support, product, and sales teams to resolve issues and enhance the client experience
• Monitor account health, proactively addressing risks and identifying opportunities for retention
• Maintain accurate account plans, forecasts, and CRM data

Account Advisor

Client Services Representative

• Lead and develop a team of 6–10 Onboarding Advisors, ensuring high performance, accountability, and consistent customer experience
• Oversee day-to-day onboarding operations, ensuring advisors follow the correct process for all clients, and that all clients have an exceptional experience
• Monitor advisor pipelines daily to ensure customers stay on track and milestones hit on schedule
• Jump into client-facing escalations when needed with calm, clarity, and efficiency
• Identify operational bottlenecks and optimize processes to increase advisor capacity and speed-to-value
• Forecast implementation and churn trends using historical data and advisor performance insights
• Partner closely with Training, Support, MLS, and Engagement teams to ensure a seamless cross-departmental customer experience
• Maintain accurate data across HubSpot, Arrows, Metabase, and internal tracking tools
• Drive continuous improvement, remove roadblocks, and introduce better workflows, templates, and playbooks as the onboarding program evolves
• Own or contribute to the improvement of key onboarding metrics, including: Implementation speed NPS/CSAT Early churn eNPS
• Demonstrate a commitment to our core values

Onboarding Manager – Client Services

Business Operations

• Own the technical backbone of our Sales, Service, and Marketing operations: the HubSpot and Aircall platform.
• Maintain and extend existing custom HubSpot apps and build new HubSpot workflow custom-code actions in JavaScript or Python.
• Own the contact dedupe queue end-to-end and the HubSpot Support intake: triage, resolve, and push routine cases to self-serve and tiered routing.
• Run IT onboarding and offboarding for every new hire and departure end-to-end.
• Manage the laptop fleet for Sales, Service, Marketing, and Business Operations staff, and administer the SaaS stack across HubSpot, Aircall, Zoom, Slack, Stripe and other applications.
• Own FNF compliance work: vulnerability remediation via ServiceNow CMDB and Qualys, vendor TPRM/InfoSec assessments with FNF Corporate Counsel, IIQ provisioning, and the bi-weekly AP digest.
• Document processes as you go.

Business Operations Specialist

Sales Development Rep

• Have a complete technical understanding of CINC's current and upcoming products and service offerings.
• You will call generated inbound leads from the marketing team and other lead generation efforts as assigned.
• Develop a pipeline of quality business opportunities for the Sales Team.
• Maintain accurate records of all lead activity using SalesLoft and Salesforce.
• Be entrepreneurial in thinking and business management (You will serve as your own boss!)
• Be passionate about sales with high energy and strive for professional development.
• Demonstrate excellent organization, oral, and written communication skills.
• Have the ability to build great rapport with our diverse sales team and potential clients.
• The ability to be coachable and have a positive attitude.

Account Executive

Account Advisor

Onboarding Manager – Client Services

Business Operations Specialist

Sales Development Representative – SDR