Onshore

The associate will maintain meticulous records in Salesforce, client databases, and sales reports, while providing essential daily support to the Sales team by managing schedules and preparing sales materials. Responsibilities also include nurturing leads, assisting with proposals and collateral, monitoring sales metrics, and collaborating cross-functionally to improve processes.

The role involves taking ownership of the client renewal process, consistently exceeding retention targets, and identifying expansion opportunities for strategic upsells in partnership with Sales. Responsibilities also include building strong client relationships, fostering advocacy through referrals and case studies, and monitoring client health to mitigate risks.

The associate will maintain meticulous records in Salesforce, client databases, and sales reports, while providing daily support to the Sales team by managing schedules and preparing sales materials. Responsibilities also include nurturing leads, assisting with proposals and collateral, monitoring sales metrics, and collaborating cross-functionally to improve processes.

The role involves leading new client onboarding, providing tailored product guidance, and building strong, trust-based relationships to drive client satisfaction and engagement. Responsibilities also include acting as the main point of contact, coordinating internally to resolve issues, and continuously seeking ways to improve the client experience.