Implementation Specialist

• Audit current workflows for order processing, financial management, and operational activities.
• Analyze existing software functionality to identify bottlenecks, redundancies, and automation opportunities.
• Evaluate accounting processes and recommend AI-enhanced solutions to improve efficiency and accuracy.
• Identify opportunities to streamline workflows and improve operational scalability.
• Build and deploy AI agents using ChatGPT, Claude, and related AI technologies.
• Automate accounting workflows within QuickBooks, including invoice scanning, filing, and processing activities.
• Create secure automated systems for order processing, data retrieval, organization, and storage.
• Implement AI-powered solutions that automate repetitive and business-critical tasks.
• Partner closely with finance, operations, and IT teams to implement automation solutions.

AI Implementation Specialist

Customer Success Manager

• Act as the primary contact for client accounts via Slack, Email, and Google Meet.
• Lead onboarding sessions, pre-launch meetings, and periodic client check-ins (15-day, 30-day, etc.).
• Communicate campaign performance updates, findings, and next steps clearly and proactively.
• Ensure clients feel supported and informed at every stage of engagement.
• Proactively manage client relationships by identifying potential concerns, opportunities, and action items before they become issues.
• Investigate client concerns and performance challenges to identify root causes and collaborate on effective solutions.
• Continuously learn about clients' businesses, industries, and goals to provide more strategic support and recommendations.
• Maintain a professional, work-related social media presence and engage appropriately as part of the company's relationship-building and networking efforts.
• Review dashboards and reports prepared by the analytics team to extract key trends and insights.
• Deliver findings in a clear, client-friendly way — turning performance data into actionable recommendations.
• Identify patterns in campaign performance, lead quality, and conversion rates.
• Suggest optimizations based on client goals and data trends.
• Track and manage client action items and deliverables across a portfolio of approximately 50 clients.
• Ensure all follow-ups — including report delivery, campaign adjustments, and disposition data — are handled promptly.
• Maintain up-to-date communication records in internal systems and CRM platforms, with preference for candidates experienced in HubSpot Service Hub.

Client Success Associate

• Run product demos for Gulf-based prospects (remotely and occasionally on-site)
• Lead discovery calls to understand client pain points and qualification
• Prepare and customize demo environments or presentation materials per client context
• Support the sales lead in deal progression — not expected to close alone
• Act as the primary point of contact for clients post-demo and post-sale
• Conduct regular check-in calls, handle feedback, and manage escalations
• Build and maintain strong relationships with Gulf client stakeholders
• Travel to Gulf client sites occasionally for strategic meetings or onboarding
• Translate client feedback into clearly structured briefs, then hand off to the BA/PM team
• Coordinate with the product and tech teams on client timelines and expectations
• Document client interactions, requests, and outcomes in a consistent, organized manner
• Contribute to building out client communication templates and demo playbooks (as first hire)

Pre-Sales Consultant, Client Success

• **The Role Highlights 💡**
• **Main Responsibilities:**
• - Lead the development and execution of CRM strategies to increase customer retention, engagement, and lifetime value.
• - Design and optimize personalized customer lifecycle journeys across multiple touchpoints.
• - Utilize data-driven insights to enhance customer communication and automate marketing processes.
• **A Day In Your Life:**
• - Develop and execute CRM strategies to support customer acquisition, engagement, and retention initiatives across various channels (WhatsApp, SMS, push notifications, etc.).
• - Design and optimize customer journeys across different stages, ensuring personalized experiences based on user behavior and segmentation.
• - Work closely with the marketing and data teams to develop meaningful customer segments for targeted messaging.
• - Implement marketing automation workflows to deliver timely, relevant, and personalized communications to users.
• - Regularly monitor and report on CRM and lifecycle campaign performance, identifying areas for improvement to enhance engagement and retention.
• - Work closely with marketing, sales, and product teams to align CRM efforts with broader business objectives and ensure consistent messaging across touchpoints.
• - Utilize our CRM tool (HubSpot) to manage customer data, track interactions, and support lifecycle marketing campaigns​.

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AI Implementation Specialist

Client Success Associate

Pre-Sales Consultant, Client Success

CRM & Lifecycle Specialist