The Account Associate acts as the operational engine for the sales squad by managing the inbox, preparing deals in the CRM, and coordinating documentation. They support the Account Executive and Account Manager by handling administrative tasks to ensure efficient deal flow.
The Customer Service Representative acts as the operational engine for the squad by managing the inbox, triaging new deals, and preparing documentation for licensed advisors. They are responsible for maintaining CRM data, scheduling follow-ups, and utilizing AI tools to streamline workflow efficiency.
