Trialfacts

Customer Success Manager

• Guide new clients through our onboarding process, ensuring they feel confident using our systems and understand how we help them reach their goals.
• Take initiative to proactively monitor client projects, develop strategies to ensure enrollment targets are met, and swiftly address any roadblocks along the way.
• Build strong relationships with clients by delivering anticipatory and exceptional service that encourages repeat business and enthusiastic referrals.
• Maintain clear, timely, and proactive communication that not only keeps clients informed but also anticipates their needs and ensures projects stay on track.
• Ensure quality standards are met and client and participant data are handled securely, in line with privacy regulations.

Client Success Specialist

Executive Assistant

• Own the CEO’s calendar, email, Slack, and Monday messages; proactively manage priorities so the CEO’s time is focused on highest-value activities
• Ensure the CEO is fully focused on the most important priorities by taking care of both work and personal tasks with efficiency and discretion
• Oversee and manage special projects from inception to completion, ensuring deadlines are met and goals are achieved
• Act as a trusted representative of the CEO, handling communications with precision, professionalism, and confidentiality
• Streamline processes, manage documents, and handle administrative tasks that support the efficiency of the CEO and the leadership team
• Implement and refine systems that increase efficiency, simplify communication, and guarantee consistent follow-through

Executive Assistant to the CEO

Account Manager

• Sales : Engage with potential clients who have scheduled a call or inbound leads who have already shown interest in our services, as well as sourcing new leads through strategic prospecting. Conduct sales entirely over Google Meets, phone calls and email. Own the relationship with potential clients to convince them to take the next step in our sales process.
• Education : Explain our process, answer client questions, and demonstrate how we address specific participant recruitment challenges. Make potential clients feel comfortable and informed, ensuring they understand the value of our services and are ready to move forward.
• Problem-Solving : Ask probing questions to identify clients' biggest challenges and propose immediate solutions. Demonstrate deep expertise in our services, offering insightful suggestions even for unfamiliar challenges.
• Learning : Quickly develop a thorough understanding of our industry, clients, their concerns, our service, and new technology. Receive training from our Sales Director, incorporate feedback effectively, and learn independently from provided resources. Adapt to clients' unique situations during calls, focusing on the most relevant parts of our service.

Client Success Specialist

Executive Assistant to the CEO

Account Manager, Sales