Business Development Liaison

hace 4 semanas


Xico, México Sagan A tiempo completo

Sagan Account Manager Opportunity

We are seeking an experienced and skilled Account Manager to join our team at Sagan. This role will involve working closely with clients to identify opportunities for engagement, managing client data within HubSpot CRM, and providing excellent customer service.

About the Role:

The successful candidate will be responsible for conducting research on client activities, working collaboratively with internal teams, and fostering strong relationships with clients. They will also be required to manage client data, schedule follow-ups, and integrate tasks into existing sales and client service workflows.

Responsibilities:

  • Conduct in-depth research on client activities via LinkedIn and official websites to uncover opportunities for engagement.
  • Work closely with internal teams to organize client-centric activities such as wellness checks and quarterly reviews.
  • Foster and maintain robust relationships with clients, acting as a key advocate and point of contact.
  • Address client queries with accurate information about services, aiding in their decision-making process.
  • Manage client data within HubSpot CRM, including but not limited to creating contacts, leads, and deals, ensuring data integrity.
  • Schedule timely follow-ups on leads and deals, maintaining comprehensive records.
  • Utilize document preparation software like Pandadoc for drafting initial contracts.
  • Integrate tasks efficiently into the existing sales and client service workflows.

Qualifications and Skills:

The ideal candidate will possess:

  • Proficient skills in HubSpot CRM, with a focus on sales and lead management.
  • Fluent English speaker with superior verbal and written communication abilities.
  • A customer-first mentality, prioritizing excellent service delivery.


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