Pomelo

Customer Success Manager

• Own the end-to-end sales process, from outbound prospecting to closing new clients
• Identify and target businesses that can benefit from offshore staffing solutions
• Conduct discovery calls, present service offerings, and handle objections
• Develop and refine sales scripts, messaging, and outreach strategies
• Maintain and manage pipeline in CRM
• Serve as the primary point of contact for all client communications
• Manage onboarding for new clients, ensuring a smooth and professional experience
• Proactively communicate updates, gather feedback, and address client needs
• Ensure high client satisfaction, retention, and long-term engagement
• Identify opportunities for upsells or additional placements
• Own revenue targets across both new and existing clients
• Analyze performance metrics and identify opportunities to improve conversion, retention, and expansion
• Work closely with internal recruiting/operations teams to ensure client needs are met
• Continuously improve processes across sales and client success functions

Head of Client Success – Sales

Business Development Rep

• Identify, research, and reach out to potential customers, engaging with prospects
• Develop and execute personalized outreach strategies to connect with key decision-makers
• Maintain and update CRM records with lead activity, interactions, and progress
• Work closely with sales and marketing teams to align outreach efforts
• Conduct follow-ups with prospects to nurture relationships
• Stay informed about industry trends, competitor activity, and customer pain points
• Perform ad hoc administrative, business operations, and special project tasks as needed

Business Development Representative

• Identify, research, and reach out to potential customers, engaging with prospects to understand their needs and qualify them as potential customers
• Develop and execute personalized outreach strategies to connect with key decision-makers
• Maintain and update CRM records with lead activity, interactions, and progress
• Work closely with sales and marketing teams to align outreach efforts and optimize lead conversion
• Conduct follow-ups with prospects to nurture relationships and move them through the sales funnel
• Stay informed about industry trends, competitor activity, and customer pain points to tailor sales messaging effectively
• Perform ad hoc administrative, business operations, and special project tasks as needed

Executive Assistant

• Act as the right hand for all administrative and operational tasks, helping save time and resources
• Manage/organize email inboxes and calendars, including prioritizing calls/meetings based on business needs and scheduling travel/itineraries as requested
• Proactively follow-up with timely reminders and to-do lists
• Set the agenda and discussion points/topics for the executive's meetings
• Act as the main point of contact for various projects, including corresponding with third-parties, coordinating and prioritizing meetings, and organizing events from start to finish
• Lead, manage, and oversee project timelines, budgets, and resources
• Create knowledge bases, SOPs, and other documents based on business needs
• Actively listen to feedback and gather insights to constantly identify opportunities for business improvement
• Handle basic financial tasks such as expense tracking, invoicing, budgeting, and reimbursement
• Ensure that all deadlines are met and all work is produced in a timely manner
• Perform ad hoc administrative, business operations, and special project tasks as needed