Supports the Account Management team by maintaining and developing client accounts, identifying growth opportunities, and coordinating customer interactions. Engages with existing customers to drive revenue growth through meeting scheduling, upselling opportunities, and sales support activities while ensuring a high-quality customer experience.
Essential Duties & Responsibilities
Gathers information from existing customers to identify potential growth and upsell opportunities
Schedules and coordinates customer meetings and product demonstrations
Supports sales cycles for smaller transactional opportunities
Acts as a liaison between clients and internal departments
Identifies customer needs and routes non-sales inquiries to appropriate teams (e.g., support, billing)
Maintains a high level of customer service and engagement
Assists the sales team in meeting service level agreements (SLAs)
Supports various sales projects and initiatives as needed
Minimum Requirements
Minimum 2 years of experience in sales support, business development, or account management support
Strong written and verbal communication skills
Customer-focused with a collaborative, team-oriented mindset
Highly organized with strong attention to detail
Ability to coordinate across departments and manage multiple tasks
Experience with CRM tools (e.g., Salesforce) preferred
Motivated, proactive, and results-driven with a focus on identifying growth opportunities