Ylopo

Account Executive

• Identify and pursue potential Ylopo customers
• Schedule and hold engaging sales demos.
• Negotiate and present powerful business cases to close new clients.
• Earn client’s trust by understanding their needs and thoughtfully answering their questions.
• Demonstrate how our technology platform works and how it can help the client’s business grow.
• Implement and follow structured sales and account management processes including tracking key data in our CRM platform.
• Achieve performance metrics and goals set by management.

Customer Success Manager

• Meet with clients 1:1 to provide support, training, product knowledge, account reviews, and more
• Manage retention efforts for clients who have placed cancellation or are showing indicators of being at-risk
• Deliver a warm and well-documented handoff to internal departments like marketing, client growth, or website development
• Act as an advocate for client's needs
• Speak confidently and professionally with clients
• Work with the utmost urgency to work through client issues
• Maintain accurate documentation of client interaction (e.g., logging activity in Salesforce and internal systems, timely and correctly)

Junior Client Success Manager

Data Entry

• The primary responsibility of this role is to process forms to enter data accurately and efficiently into designated websites and databases for Ylopo Agent Onboarding and Offboarding
• Verify and correct any discrepancies via email with customers and new information as it becomes available
• Respond via email to all clients in a timely manner to provide a high level of customer support and complete tasks
• Collaborate with the Branded Sites and Support Team members to ensure data consistency and accuracy across multiple platforms
• Ensure data integrity and security by following company protocols and procedures
• Organize and sort information according to specified guidelines
• Consistently meet the required KPIs and number of forms to process daily
• Perform other administrative tasks and duties as assigned

Account Executive

Junior Client Success Manager

Data Entry Support Specialist