Sales

• Check the order documents for completeness.
• Enter data, orders, and items into the Business System for all orders from different customers and send customer order acknowledgments.
• Generate purchase requisitions and orders.
• Validate and calculate pricing using system tools; enter and update data or purchase orders in the system.
• Check with the accurate factory to place the item ordered.
• Provide a shipment list and shipment confirmation to customers.
• Identify issues that need customer concerns.

Sales Order Management Specialist I

Account Executive

• Service distributors with quick responsiveness delivering quotes, ideas, solutions, resolutions, customer service with a relationship driven mindset
• Develop action plans to set and help achieve territory goals
• Manage quoting projects and proactive ideation
• Manage High Quantity orders
• Manage and analyze reports and data to pinpoint gaps in growth
• Work with the Inside Sales manager and VP of Sales to create, measure, and execute sales strategy
• Partner with Account Specialist in assigned region to maximize territory coverage and revenue potential on all assigned accounts
• Give formal presentations to inform accounts products, decoration capabilities, marketing programs and business solutions with a focus on sales
• Navigate, qualify & research B2B partnerships; engage via email/phone/social media/virtual office visits
• Achieve monthly sales targets by aligning outside sales team to achieve organizational sales goals
• Achieve expected volume of proactive customer calls while managing inbound requests
• Practice knowledge of consultative selling approach
• Develop creative presentations, programs, specials, and flyers for new opportunities
• Effectively manage multiple projects and assignments through to completion
• Participate in continuous improvement activities to include idea generation
• Other duties as assigned.

Inside Sales Executive

• Monitor catering platforms (ezManage, Olo, ezCater, etc.) to track daily orders and ensure smooth delivery
• Perform morning check-ins for prior evening orders and afternoon check-ins for current lunch orders
• Communicate proactively with GMs to confirm order details and resolve on-site issues
• Respond promptly to emails and phone calls from GMs and customers; own the customer experience until resolved
• Coordinate logistics with customers and GMs from order placement through delivery (temperature, presentation, special instructions)
• Conduct post-order follow-ups to gather feedback and identify improvement opportunities
• Use after-service follow-ups to drive repeat business: thank customers, identify upcoming needs, present package recommendations, and schedule future orders or reminders
• Save all new catering client contact details (including phone numbers) into RingCentral accurately and promptly
• Flag and escalate customer or GM-reported issues to the manager with recommended next steps
• Encourage positive reviews on ezCater/Google and encourage direct ordering when a location proves highly reliable
• Assist with inbound/outbound sales calls and document interactions in internal systems (secondary to service priorities)
• Update and maintain prospect lists; perform light lead research and follow-up cadence with past clients (secondary task)
• Enter and edit catering orders in the CRM/DB as needed
• Any other miscellaneous duties and responsibilities related to the above

Catering Sales CSR

Account Manager

• Treat warm enquiries as the highest priority. Provide fast, professional and consistent follow-up so opportunities never go cold.
• Identify, contact and nurture high-value referral partners, particularly support coordinators and plan managers with active caseloads.
• Move suitable leads from enquiry through to assessment, service planning and commencement, in partnership with the Client Manager.
• Build and maintain a strong database of support coordinators, plan managers and other referral partners — including contact history, referral activity, preferences and outcomes.
• Work closely with the Marketing Department to help ensure marketing activity happens and lands, including referral packs, Google Ads, Meta/Facebook activity, LinkedIn activity and campaign follow-up.
• Bring practical growth ideas to the CEO and Business Manager, with estimated cost, time required, likely benefit, risks and a clear recommendation.
• Report clearly on sales activity, leads, referrals, conversions, lost opportunities, campaign results and what is or isn't working.

Growth and Partnerships Manager

• Assemble and upload finalized tax packets, cover letters, and compliance documents
• Track submissions, maintain organized deliverables, and follow QA steps
• Support entity workflows (state registrations/dissolutions)
• Request client documents and triage questions to the right team
• Coordinate onboarding steps, meetings, and follow-ups
• Create templates, checklists, and documentation
• Identify workflow bottlenecks and suggest improvements
• Support ticketing/customer support tools and work with engineering to enhance client systems

Client Account Manager

• Receive inbound leads and enquiries; quickly prepare quotes, presentations, and make product recommendations.
• Answering questions or addressing concerns throughout their decision-making process.
• Speak with customers to answer questions, gather information, and obtain feedback on broader opportunities and project dependencies.
• Record opportunities and make notes in the CRM.
• Understand the client's product and branding objectives, and make recommendations to meet their needs in line with company strategy.
• Accurately input and manage customer orders in the company's order management system, ensuring all specifications are captured, including materials, design, quantity and delivery timelines.
• Coordinate purchase orders with suppliers, tracking progress from placement through to delivery.
• Manage the company job board to keep all active orders visible, on schedule and properly documented.
• Work directly with clients to obtain sign-off on quotes and artwork approvals ahead of production.
• Assist customers with product enquiries and provide knowledgeable recommendations.
• Prepare professional client-facing presentations and quotations.
• Identify and recommend suitable products and branding methods based on client needs, budget and intended use.
• Maintain and update client records in HubSpot (Enterprise Sales licence).
• Support team members with sales and order-related tasks as needed.
• Prepare and present artwork proof designs for client review using Canva, Google Slides or Adobe Illustrator.
• Brief and coordinate more complex artwork requirements where needed.
• Ensure artwork files are production-ready and meet supplier specifications.

Account & Sales Order Management Specialist

• Automation Workflow Architecture: Build and optimize expansion sequences within GoHighLevel (GHL) —triggering automated offers to existing clients for relevant upgrades (e.g., automated add-ons after 90 days or scaling up hires when usage maxes out).
• Pipeline Reactivation Drips: Design and launch segmented email and outreach workflows to re-engage historical leads from a multi-year pipeline, including past discovery calls, social engagers, and trial users.
• System Maintenance & Optimization: Monitor automation health, troubleshoot broken workflows, and refresh system copy as needed to ensure zero technical downtime.
• Lead Inbound Management: Take immediate ownership of every human reply generated by your systems—qualifying the lead and booking them directly onto the Sales Manager's calendar.
• CRM Data Integrity: Maintain absolute cleanliness within GHL, ensuring every active lead's pipeline stage and immediate next step are updated in real-time.
• Partner Program Support: Support the broader affiliate and partner initiatives by managing tracking links and ensuring payout records remain precise.

Sales Associate

• As a Strategic Account Manager at Magic, you will own a portfolio of 10–15 VIP US accounts
• Your mandate is not account maintenance but account growth
• Build the kind of trust that turns a single contract into a long-term partnership
• Maintain a minimum 99% logo retention and 102%+ NRR through proactive identification and closure of expansion opportunities
• Monitor leading indicators of account health
• Navigate renewals 60–90 days before expiration
• Facilitate QBRs for growth and enterprise accounts with data-driven presentations showing value

Strategic Account Manager – Global

• Own 10–15 VIP client accounts end to end — onboarding, health monitoring, expansion, renewal
• Monitor account health signals proactively
• Identify and close expansion opportunities
• Deliver QBRs to US founders and C-suite
• Maintain 99%+ GRR and drive 102%+ NRR
• Partner with Account Leads and Success Coaches
• Work with Recruitment Operations when clients need additional or replacement talent

Growth Account Manager

• Own and manage a portfolio of accounts, segmented by size, growth potential, and health status
• Maintain a minimum 99% logo retention and 102%+ NRR through proactive identification and closure of expansion opportunities
• Track MRR retention and MRR growth across your book — you understand and can speak to the dollar value of every account
• Monitor leading indicators of account health: login frequency, task assignment rates, communication patterns, VA utilization, and email engagement signals
• Navigate renewals 60–90 days before expiration, addressing concerns and negotiating terms proactively
• Identify clients with additional hiring needs, build data-driven ROI cases for expansion, and guide clients toward solutions they haven’t yet articulated
• Facilitate QBRs for growth and enterprise accounts with data-driven presentations showing value delivered: time saved, cost efficiencies, productivity gains
• Build and maintain your own account health trackers and dashboards — do not rely solely on what the company provides
• Analyze customer usage data, engagement metrics, and behavioral patterns to predict churn risk and expansion potential
• Prepare monthly reports on portfolio health, retention metrics, expansion pipeline, and churn analysis

Client Partnership Manager – Global

Client Partner

• Manage 15–20 virtual assistants across multiple clients simultaneously
• Run daily stand-ups and coach EAs in real-time when issues arise
• Build and execute personalized development plans for each team member
• Track performance metrics including response times, client satisfaction, and quality scores
• Jump in hands-on when clients need immediate support — you're a player-coach, not just a manager
• Lead video calls with international clients (US, Australia) daily
• Partner with clients to optimize EA workflows and stay ahead of their evolving needs
• Manage smooth transitions during team changes, EA replacements, and client handovers
• Support EA offboarding and account transition checklists when pairings end
• Develop and maintain SOPs for key EA functions
• Monitor performance across HubSpot, Slack, Discord, Cloudtalk, ChatGPT, Workspace, and Penthouse daily
• Support client onboarding calls as needed and follow the handover SOP when accounts transition to a new AL
• Flag billing discrepancies and relay client billing questions to the billing team — you coordinate, not calculate
• Submit a daily Account Lead Pulse (ALP) report following any internal note or escalation
• Maintain clean, accurate records on all team and client activity
• Use technology proactively to solve problems and stay organized

EA Team Coach, Client Partner

Outside Sales

• Create strategies and partnership models to develop profitable commercial relationships with retailers - through distribution channels, networks and individual retailers
• Build a portfolio of retailers across a variety of categories to develop long-term and strategic business relationships.
• Negotiate commercial terms, contracts and agreements that create sustainable, long-term value for the Company, retailers and consumers.
• Be accountable for retailer activity and engagement throughout the retailer's onboarding journey.
• Establish a proactive account management strategy to drive growth and retention by analyzing product performance, identifying cross-sell/up-sell opportunities and implementing best practices, marketing programs and other solutions to meet retailer needs and Company's strategic objectives.
• Provide sales data, dashboards and reports to retailers to show the value add to their business.
• Hire, train, manage and mentor a team of sales/distribution staff.
• Serve as a catalyst for change and continuous improvement of product enhancements, new solutions and go-to market strategies based on transaction data analysis, first-hand experience, competitor understanding and other insights.
• Work closely with the Key Accounts Management team/function, which is separate from the Point-of-Sale Networks team/function.
• Collaborate cross-functionality with marketing, compliance, risk, data / analysis, product and technology, finance, legal and operations and other teams as appropriate to achieve desired business results.

Territory Sales Head

• Manage day-to-day client relationships across assigned accounts.
• Support onboarding and project setup for new engagements.
• Translate client briefs into clear, structured deliverables.
• Maintain proactive communication with clients and internal teams.
• Coordinate delivery across multiple project types, including:
• Social media content and campaign assets
• Copywriting and editorial content
• Digital creative (ads, banners, landing pages)
• Track timelines, milestones, and delivery progress.
• Ensure outputs meet agreed quality standards and deadlines.
• Escalate risks or delivery issues where needed.
• Coordinate freelance talent across active projects.
• Maintain structured workflows from brief to execution until delivery.
• Ensure clarity and consistency in project briefs.
• Support smooth day-to-day execution across accounts.

• Source and conduct marketing calls to potential clients to establish rapport and identify client’s foreign exchange needs
• Service client’s requirements for all Crypto needs
• Maintain existing client relationships and promote Coins’ crypto services
• Onboarding of new clients KYC documents and proper due diligence
• Provide market feedback, forecast, and account update to business lead
• Maintain and track P&L on successful trades of clients for internal books and regulatory reporting requirements
• Ensure compliance with Company and other regulatory operating processes and controls

Senior Sales Manager

• Develop and execute sales strategies to acquire and grow FX clients both retail and enterprise (merchants, corporates, remittance partners and etc).
• Build and maintain strong client relationships, providing market insights and FX advisory.
• Work closely with Trading and Operations teams to ensure smooth execution and client satisfaction.
• Negotiate pricing, spreads, and transaction terms within company guidelines.
• Monitor market trends, client activity, and competitor offerings to inform business strategy.
• Deliver against sales targets on volume, revenue, and client onboarding.

Senior FX Sales Manager

FX Sales Manager

• Support daily sales operations, customer engagement, and marketing initiatives
• Manage and update customer information within the CRM system
• Conduct outbound follow-ups and sales outreach to potential and existing customers
• Assist customers throughout the sales process while identifying upselling opportunities
• Build strong customer relationships through professional and timely communication
• Respond to customer inquiries through phone, email, live chat, and other communication channels
• Handle product inquiries, returns, exchanges, and order-related concerns
• Provide exceptional customer service while maintaining a positive customer experience
• Help maintain website content and product information across digital platforms
• Assist in managing TikTok Shop and Instagram Shop activities
• Create and update Standard Operating Procedures (SOPs)

Sales and Marketing Specialist

• Grow assigned account or territory and develop strategic customer business plans
• Foster collaboration, capture key issues and opportunities, aligned with brand strategies and customer KPIs
• Develop Optimum Assortment, G2N and Returns management, In-store visibility and execution, pricing and promotion strategies based on factual data
• Drive shopper purchase behavior and market share growth
• Manage financials and sales targets, including forecast and returns management
• Engage with key stakeholders to deliver customer needs
• Improve reach and depth of product distribution
• Implement trade program proposals and business building activities
• Execute marketing activities and submit admin reports

Key Account Manager – North/Central Luzon

• Achieve Delegate Sales Targets: Consistently meet or exceed attendance and revenue goals for each government training event, as set by the General Manager ANZ / Head of Sales.
• Event Expertise: Develop a deep understanding of each training course, including the target government audience, event purpose, key speakers, and core issues addressed.
• Tailored Messaging: Craft compelling and relevant value propositions for each event, ensuring the messaging is aligned to the needs and interests of the public sector, and delivered via appropriate channels (phone, email, text, or social media).
• Targeted Campaign Execution: Build and execute strategic outreach plans that target the right audience—based on job function, seniority, department, and geographic location within government.
• Activity & Pipeline Management: Effectively manage daily sales activity to consistently create new opportunities.
• Prioritize tasks based on event timelines, pipeline requirements, and follow-up schedules.
• Sales Process Compliance: Follow the established sales process with discipline and consistency to ensure optimal results.
• CRM Utilization: Keep CRM systems up-to-date with accurate lead and sales data, including marketing-sourced and self-sourced opportunities.
• Feedback & Collaboration: Provide insightful feedback to project teams based on both quantitative results and qualitative insights to improve campaign planning and audience targeting.
• Stakeholder Relationship Management: Build and maintain strong working relationships with key government contacts, event sponsors, and strategic partners.

Sales Campaign Representative

• Defining how Fresh Prints grows and retains its most valuable accounts at the company level, not simply running better campaigns.
• Building an account strategy that continues to work as chapters, decision-makers, relationships, and buying cycles change.
• Identifying the few highest-leverage bets that could materially increase account value, then focusing the business around them.
• Turning strategy into execution through direct ownership, cross-functional influence, and systems that scale.
• Shaping how Marketing, Sales, Operations, and account-facing teams approach retention, expansion, and long-term account development.
• Building account growth into a durable business capability, not an initiative that resets every campaign cycle.

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