Ylopo

Identify and pursue new customers to close Tier 2 and Tier 3 accounts while handling inbound lead allocations. Demonstrate the technology platform's value to clients and maintain accurate data within the CRM.

Provide 1:1 support, training, and account reviews to clients while managing retention efforts for at-risk accounts. Act as a client advocate and maintain detailed interaction logs within Salesforce and internal systems.

The Account Executive is responsible for identifying and pursuing potential customers, scheduling sales demos, and closing new business. They must also manage client relationships and track performance metrics within the company's CRM platform.

The Strategic Client Success Manager will serve as a trusted advisor to a portfolio of key customers, understanding their objectives and providing guidance to achieve results with Ylopo. Responsibilities include managing the client lifecycle to ensure adoption and growth, translating strategic needs into tactical execution, and driving incremental business growth through client advocacy.

Client Success Managers are responsible for managing assigned client relationships, ensuring clients are proficiently trained and informed about product offerings, and identifying opportunities for upsell and cross-sell through strategic recommendations. They serve as the primary point of contact, addressing escalated issues, troubleshooting problems, and collaborating with internal teams to ensure client satisfaction and retention.