Full-Time | Remote | US Eastern Standard Time
They are seeking a dynamic and detailed-oriented Client Account – Customer Success Representative to join our Sales team. The ideal candidate will have a client-forward spirit that is sales process oriented, and data driven.
Responsibilities:
- Support our client’s sales team by building scalable and sustainable sales processes and implementing/optimizing sales tools (i.e. Linkedin, Hubspot, and lead generating software, etc.)
- Identify lead targets based on our client’s IT Service Offerings and IT Products, must be willing to do independent research and learn from our CEO and Client Service Delivery team to truly understand our products and services
- Work with their marketing team to direct and oversee marketing materials (blogs, whitepapers, customer testimonials, newsletters, etc.), understanding their products and services to identify topics of content, direct and manage the content calendar
- Work with our sales and marketing teams to craft client proposals templates that are repeatable and efficient to write that is consistent to our marketing brand strategy.
- Participate in the review of all client proposals focused on marketing branding
consistency and overall flow - Must be willing to learn how to optimize Linkedin to manage our social media
communications (i.e. design automatic scripts to engage with lead targets,
automatically post marketing materials, understand the benefits of Linkedin Sales Navigator and implement/manage it, etc.) - Organizing, updating and mapping our contact data in our CRM, experience working with CRM and lead generation software companies is a must. Ensure proper integration from the CEOs Popl account to the CRM
- Stay current with industry trends, regulatory changes, and advancements in IT GRC, Cyber Security, AI Governance and Risk Management
- Working with the leadership team on client proposals and other marketing materials as necessary
- Plan and organize marketing events, conferences and ensure proper bookings,
arrangements, give-aways and post contact follow-ups (at the direction of the CEO) are organized and ready for the Sales team - Build and maintain strong relationships with U.S. based IT executives and other client decision-makers
- Understand our IT products and IT service offerings, understand our clients needs and work with the Customer Service Delivery team to ensure the client needs are met while looking for upsell/cross sell opportunities
- Hold recurring meetings with the clients and teams to ensure deliverables are timely and meeting the customers’ expectations
- Report weekly updates on the customer success KPI to the leadership team
- Demonstrate working knowledge on all IT GRC, IT privacy and security services and products and AI governance and Risk management to potential clients
- While this role will report directly to the COO this role will take direction and guidance on all sales processes, activities & marketing materials directly from the CEO
Qualifications:
- Entrepreneurial mindset and ability to work independently
- 3-5 years of experience in sales operations and/or customer success roles
- Experience building sales processes and experience working with CRM and lead
generation tools is a must - Proven track record of building relationships with IT executives and security
professionals - Strong command of the English language, both written and verbal
- Critical thinking skills with the ability to navigate undefined processes and
implement new sales solutions - Experience in driving customer success programs
- Familiarity with all of our IT service and product offerings
- Knowledge of or demonstrated willingness to learn about Information Security, IT Audit, and IT Compliance frameworks
- Understanding of or demonstrated willingness to learn about privacy regulations
including GDPR, HIPAA, GLBA, and international privacy laws - Knowledge of or demonstrated willingness to learn about IT frameworks and
standards, including SOX 404, PCI, HITRUST, FedRAMP, and SOC - Awareness of or demonstrated willingness to learn about AI Governance frameworks, specifically ISO 42001, is a plus
- Ability to work during U.S. business, time zones (9-6PM)
- Experience working for a U.S. based consulting firm (preferred)



