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Account Executive

• Phone-based acquisition of potential new customers.
• Conducting structured initial conversations to analyze needs.
• Phone outreach to existing contacts in the system.
• Consistent follow-up and scheduling of appointments for our strategy consultants.
• Planning as well as preparation and follow-up for appointments.
• Careful maintenance of customer data in our CRM system.

Sales Representative, Customer Service – Full-time

• Make outbound calls to acquire potential new customers.
• Conduct structured initial/discovery calls to analyze customer needs.
• Perform telephone outreach to existing contacts in the system.
• Execute consistent follow-up and schedule appointments for our strategy consultants.
• Plan, prepare for, and follow up on appointments.
• Maintain customer data carefully in our CRM system.

Inside Sales Representative – Full-time

Customer Success Manager

• You are the strategic lead at the interface between our B2B clients and our technical support team.
• You plan and oversee onboarding as well as the customized configuration of CRM accounts.
• You design complex automations and “if-then” logics that eliminate manual processes.
• You test, optimize, and only approve technical processes when they operate error-free for the customer.
• You coordinate efficient project alignment sessions via Zoom and ensure the correct adoption of the new infrastructure by the client.

Sales Representative, Customer Service – Full-time

Inside Sales Representative – Full-time

Customer Success Manager – CRM Project Lead