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Supports Account Managers by addressing customer needs, coordinating orders, managing call overflow, maintaining customer records in OPUS and Salesforce, and cultivating under-penetrated accounts. The role provides efficient customer service, resolves issues, strengthens internal and customer relationships, and promotes company awareness. Required qualifications include a high school diploma, Microsoft Office proficiency, strong organization, time management, communication, and interpersonal skills.
Top Skills:
MS OfficeOpusSalesforce
Artificial Intelligence • Cloud • Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Supports the onboarding of new insurance agents by advancing contracts, tracking background checks and fingerprints, reviewing documentation, resolving data gaps, communicating status updates, and processing system-integration forms. Provides administrative support to the Managing Partner, including phone assistance, calendaring, and executive correspondence. Requires strong customer service, organization, communication, data-entry accuracy, Microsoft 365 proficiency, and discretion with sensitive information.
Top Skills:
Contracting SystemsExcelMicrosoft 365OutlookTeamsWord
Fintech • Payments • Productivity • Software • Automation
Own the full sales cycle for high-value small-business customers, including inbound and outbound prospecting, product demonstrations, lead qualification, objection handling, deal closing, and onboarding routing. Build and refine scalable outbound and sales processes, use AI tools to improve productivity, identify customer trends, and provide structured feedback to product teams.
Top Skills:
Ai-Assisted Selling ToolsClaudeHubspot
Agency • Digital Media • eCommerce • Marketing Tech • Software • Design • App development
Respond to customer inquiries through chat, phone, and email; resolve technical issues and escalations; promote product adoption; help customers maximize platform functionality; contribute to knowledge-base content; and collaborate with Sales, Product, QA, and Account Management. The role supports SaaS customers using HTML, CSS, JavaScript, and APIs to troubleshoot and drive long-term success.
Top Skills:
APIsCSSHTMLJavaScript
Cloud • Fintech • Software • Financial Services
Own go-to-market strategy and execution for YCharts data products, partnering with Product, Marketing, Sales, and Customer Success. Responsibilities include launch planning, product positioning, messaging, sales enablement, customer and competitive research, internal and external communications, and coordinating multiple concurrent launches. The role translates complex financial products and market data into clear customer value for wealth managers, advisors, and asset managers.
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Artificial Intelligence • Information Technology • Internet of Things • Software • Analytics • Automation • Manufacturing
Leads and scales Advisory, Delivery, and Support workstreams across a distributed technical services organization. Establishes shared operating standards, capacity planning, quality controls, SLAs, escalation processes, reporting, and governance. Oversees technical delivery outcomes, resource allocation, architecture quality, support coverage, hiring plans, onboarding, and partner collaboration. Partners with Enablement, Sales, Project Managers, and SI/GSI organizations to improve delivery predictability, utilization, client satisfaction, and technical excellence.
Top Skills:
Industrial Automation PlatformsMesMomTraksys
Artificial Intelligence • Software • Automation
Serve as a strategic post-sales advisor helping enterprise customers achieve business outcomes with Mimica. Build customer success plans, provide product support, interpret process intelligence outputs, identify improvement opportunities, and deliver actionable recommendations. Collaborate with Sales, Marketing, Solution Engineering, Partners, Product, Engineering, and Machine Learning teams. Drive onboarding, training, adoption, account expansion, stakeholder alignment, and customer feedback for roadmap development.
Top Skills:
AutomationExcelGenerative AiJdeLeanOracleProcess IntelligenceSalesforceSAPSix SigmaTask Mining
Food • Retail • Agriculture • Manufacturing
Manage business development and profitable sales growth across Western U.S. convenience store and HMR/Deli accounts. Develop customer plans, identify new and expansion opportunities, manage broker relationships, negotiate contracts and pricing, deliver presentations, forecast sales, and coordinate cross-functional teams. Maintain customer data in Salesforce, oversee budgets, and represent McCain at customer meetings and industry events. The role requires approximately 40% travel within the territory.
Top Skills:
Ai-Enabled ToolsDigital TechnologiesExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSalesforce
Real Estate • Sales • Software • PropTech
Own end-to-end product design for Crexi features and workflows, from discovery through launch. Partner with Product and Engineering, evolve the design system, conduct user research and usability testing, and design for measurable business outcomes. Prototype AI-enabled experiences, ensure accessibility, and collaborate with Brand, Marketing, Sales, and Customer Success to deliver cohesive customer experiences.
Top Skills:
CSSFigmaHTMLReactWcag
Edtech • Social Impact • Software
Own revenue enablement programs and systems supporting Sales, Account Management, and Customer Success. Build playbooks, competitive resources, training, and product-launch enablement; maintain the enablement technology stack and AI Hub; measure adoption and field adherence; and connect enablement activities to win rate, sales cycle length, expansion, time-to-value, and churn outcomes. Partner cross-functionally with Sales, Customer Success, Product Marketing, and leadership to deliver data-driven recommendations.
Top Skills:
GongSalesforceSkilljar
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