Martell Mumm Perrier-Jouët

Account Executive

• Help shape go-to-market strategy while owning the full sales cycle from prospecting to close.
• Work closely with leadership to define the ideal customer profile and refine messaging.
• Build scalable sales processes and engage prospective customers through various methods.
• Lead discovery calls, deliver product demonstrations, create proposals, negotiate terms, and close deals.
• Own revenue targets and performance metrics.

Senior Sales Representative

• Conduct discovery calls to understand prospect pain points, financial goals, and readiness to adopt Hello Frank’s platform.
• Deliver product demonstrations and presentations that clearly communicate value and outcomes.
• Negotiate contracts and close deals that align with both customer needs and company objectives.
• Manage the full sales cycle end to end: lead → opportunity → close → onboarding support.
• Maintain accurate records in CRM (pipeline, forecast, activity) and keep forecasts up to date.
• Meet or exceed monthly, quarterly, and annual revenue targets.
• Generate and qualify your own leads via outbound outreach, referrals, networking, and inbound channels.

Sales Representative

Customer Success Manager

• Welcome new customers and schedule onboarding/activation calls within 24 hours of signup.
• Monitor usage dashboards daily and reach out to customers who have been inactive for more than 3 days (reactivation outreach completed by 1PM).
• Respond to all customer questions and support requests within 24 business hours. For urgent issues, respond or acknowledge within 2 business hours.
• Capture questions, trends, and best practices in the knowledge base (minimum of 1 meaningful entry per day).
• Record all customer communication notes and updates in the CRM before the end of each business day.
• Conduct proactive activation check-ins with all assigned customers (goal: every customer is touched at least once weekly).
• Ensure all new customers have completed Autopilot setup or have a scheduled setup session (no customer remains unscheduled for longer than 5 days).
• Follow up with any customers who have not booked their onboarding and drive them to schedule.
• Publish a weekly internal status report summarizing wins, risks, blockers, and next steps every Friday by 3 PM.
• Review customer progress and adherence and identify where coaching, guidance, or intervention is needed.
• Review the full customer book and identify expansion opportunities, testimonial opportunities, and accounts that need support.
• Update onboarding playbooks, support scripts, and knowledge base entries based on new learnings.
• Meet with product/ops monthly to discuss recurring friction patterns or feature opportunities.
• Generate at least two client success stories or testimonials per month.