Support and Growth Role
This position combines sales operations, CRM management, and support to help the team run more efficiently.
* Ensure CRM hygiene across all deals and pipelines in HubSpot.
* Generate follow-ups and tasks from meeting notes to keep deals progressing.
* Prepare weekly pipeline reports and monthly sales performance summaries.
* Support contract preparation, sending, and organization.
Demo & Meeting Preparation
* Research prospects and properties for personalized sales conversations.
* Create decks and slides for demos.
* Assist with pre- and post-event follow-ups and outreach.
Inbox, Calendar & Scheduling
* Clean up and manage up to 4 sales inboxes weekly.
* Schedule meetings and maintain a sales calendar for QBRs, Expansion, first applicant, property engagement, etc.
Sales Enablement & Marketing
* Update and maintain sales collateral, FAQs, and shared materials.
* Design light Canva visuals.
* Support LinkedIn content coordination and posting.
* Track property-level engagement and follow-ups.
Account & Partner Support
* Conduct strategic account research for new opportunities.
* Track deal follow-ups and ensure nothing is missed.
Requirements:
* Ultra-organized with strong attention to detail.
* Excellent written and spoken English.
* Skilled in Google Workspace, Microsoft Office, and Canva.
* Proactive, reliable, and fast – you take ownership and anticipate needs.
* Fast learner with a strong interest in using AI tools to optimize and streamline workflows.
Key Responsibilities:
* Maintain accurate customer accounts within the portal.
What We Offer:
* A dynamic work environment.
* Opportunities for growth and development.
How You Will Thrive:
* Strong organizational skills.
* Excellent communication skills.
* Ability to learn quickly.