FullFunnel

Customer Success Manager

• Performing hands-on, technical platform administration on common sales software, including: Salesforce.com (esp. Sales Cloud, CPQ), HubSpot (esp. CRM, Sales Hub, & Operations Hub), MS Dynamics, SalesLoft, Outreach.io, LinkedIn Sales Navigator, Drift, Cognism, ZoomInfo.
• Implementing, managing, and troubleshooting native third-party app integrations.
• Updating fields, record layouts, views, and other UI elements.
• Designing and building native reports and dashboards within CRM or sales enablement applications.
• Designing and building automated processes using native functionality within CRM or sales enablement applications.
• Designing and managing user infrastructure within CRM or sales enablement applications, including permissioning and role assignments.
• Conducting data audits to identify unused or low-impact fields within the client’s data schema.
• Identifying and recommending processes for data procurement using third-party database tools like Cognism and ZoomInfo.
• Managing live (virtual) and written communication with clients to set expectations and priorities, provide updates on works-in-progress, and present completed products.
• Monitoring time spent on client projects and working within budgeted hours to complete work.
• Informing senior SalesWorks team members of project progress and proactively identifying potential challenges to completion.
• Actively looking for potential signs and opportunities for additional work based on client needs (i.e. account development).
• Engaging in continuous product knowledge development to stay apprised of sales technology best practices and capabilities.

HubSpot CRM Administration Lead

Account Manager

• Support fast-growing Revenue Operations Outsourcing business line as a Salesforce/HubSpot Account Manager
• Manage a portfolio of SalesWorks clients and enable them to achieve objectives related to sales processes and technologies
• Develop and implement sales process and technology strategies with clients
• Design and manage client projects within project management tool, ensuring utilization and margin targets are hit
• Serve as main liaison between SalesWorks and clients, ensuring high satisfaction levels and promoting long term relationships
• Direct team on technical platform administration on common sales software
• Manage live (virtual) and written communication with clients to set expectations and priorities
• Monitor allocations and time spent on client projects and work within budgeted hours
• Actively look for potential signs and opportunities for additional work based on client needs

Salesforce/HubSpot Account Manager

Sales

• Creating and building upon existing training material based on bespoke assessments of teams
• Delivering and leading client workshops both virtually and in person
• Business development of SalesWorks offering both to net new clients and existing accounts
• 1-1 Call coaching for our clients’ sales teams using Refract technology, providing recommendations and feedback to stakeholders
• Attend networking events, conferences and relevant industry events to drive new relationships

Sales Training Lead

Business Development Rep

• Work with both the FullFunnel team and clients to develop and execute business development strategies
• Research and understand target audiences and build and deploy email, social, and calling campaigns to reach and convert those audiences
• Cold call prospects to discover and qualify sales opportunities to meet client goals and KPIs
• Work closely with Account Director and Operations teams to deliver high-quality sales development services
• Deploy prospecting campaigns using tele-prospecting, email, and social channels
• Coordinating with Sales Operations on sales enablement initiatives, list and audience building, and campaign deployment

HubSpot CRM Administration Lead

Salesforce/HubSpot Account Manager

Sales Training Lead

Business Development Representative