Account Representative

hace 4 semanas


Mérida, Yucatán, México Boldr A tiempo completo
About the Role

The Sales and Operations Coordinator supports the sales team by managing billing, scheduling, and CRM maintenance. This foundational position allows motivated team members to progress in their careers into sales, design, operations, or customer success.

Key Responsibilities

• Maintain accurate task and follow-up actions on all deal-related activity
• Manage and improve the "Job Scope" entry process into Airtable and Eames
• Support the sales and account management team with deal activities such as collection of payment info, updating CRM data, customer service inquiries, and interface with design operations and scheduling
• Clean and maintain prospecting lists for marketing and segmentation
• Manage all inbound lead inquiries via phone and internet forms fill social media and other channels, conduct initial qualification of customer needs and address questions, and route internally as appropriate

Requirements

• Curious and authentic, just like Boldr
• Analytical and critical thinker, with an eye for even the most minute details
• Passionate about client satisfaction
• Experience with Salesforce or other fully integrated CRM or ERP
• 2-4 years of customer service experience in handling inbound qualification and outbound lead management as well as interface with the rest of the sales team
• Ability to multitask and prioritize key deliverables over day-to-day operational challenges
• 5 years of applicable work experience

About Boldr

Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world. We are a global team, united by our desire to connect diverse people with common values for boldr impact.
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