Sales and Proposal Development Associate
Visit.org
Job Level
Junior
About the role
- Close is building the modern CRM for small, scaling businesses.
- Work with a variety of startups and growing companies as they begin their journey with Close.
- Connect directly with new customers (often Founders and CEOs), acting as their Close consultant and setting them up for success on the platform.
- Proactively reach out to new customers to book account reviews and help them build strong sales processes within Close.
- Virtually train and onboard new and existing customers.
- Research to identify high growth and at risk customers.
- Communicate effectively via multiple platforms (sms, call, email, Zoom, social) with all Close customers.
- Work closely with Success and Sales teams on seamless customer transitions.
- Identify expansion opportunities and upsell customers.
- Host and manage recurring office hours, group trainings, and interactive demos.
- Identify customer content needs and create FAQs, white papers, videos.
- Communicate with customers in our online Community and via our Helpdesk software.
Requirements
- Backed by at least one year of experience with B2B SaaS in a customer success role.
- Preference given to candidates with either 1) frontline sales experience or 2) experience working for a CRM platform or a sales enablement tool.
- A clear, precise communicator both verbally and in writing.
- Energized by working independently in a fast-paced environment.
- Able to build rapport with customers quickly.
- Highly emotionally intelligent.
- Experienced with working in a startup, ideally in a remote environment.
- Physically based in the U.S. and proficient in English. Preference for ET, CT, MT, and PT.
