Instaleap

Operations

• Analyze data related to product usage to bring new insights to the client to improve operational goals
• Deliver training to clients on our functionalities and explain how to configure our software
• Resolve doubts on product usage/configuration
• Carry out weekly follow up calls with our clients
• Escalate product or customer issues to customer success managers
• Create documentation, presentations, user manual and other resources to help clients use the product effectively
• Accurately record meeting minutes, including key points discussed, decisions made, actions agreed upon and deadlines
• Guide the client in incident escalations with the support team

Operations Expert

Business Development Rep

• Conduct outbound prospecting of new clients through cold lists, cold calls, LinkedIn, and emails, identifying relevant business opportunities.
• Generate interest and build commercial relationships with leads through different channels (email, phone, WhatsApp).
• Qualify inbound and outbound leads, map companies, and identify business opportunities for the sales team.
• Schedule calls and meetings for the sales team, ensuring consistent delivery of opportunities (SQLs) in both volume and quality.
• Keep detailed and organized records of interactions with leads using CRM tools and prospecting platforms.
• Track the sales funnel, monitor and report metrics (response rate, conversion rate, scheduled meetings), and suggest continuous process improvements.
• Collaborate with the Marketing team to align demand generation and lead nurturing strategies.

Operations Expert

Business Development Representative