Customer Success
hace 3 días
About the Role
We are seeking a confident, highly communicative, and growth-driven professional to join our team as a
Customer Success & Growth Lead
. This person will represent one of our brands with presence and credibility, nurture prospects through the sales funnel, and ensure a seamless onboarding experience for new clients.
You will play a hybrid role across
client engagement, lead generation, sales enablement, and brand representation
, working closely with sales, marketing, product, and operations. Your mission is to help prospects understand our value, convert into clients, and feel supported from first interaction to activation.
Responsibilities
Client Engagement & Sales Support
- Serve as the primary point of contact for prospects from initial inquiry to onboarding.
- Lead discovery calls, demos, and presentations with clarity and confidence.
- Understand client needs and guide them toward the right service packages.
- Partner closely with Sales to move leads through the pipeline efficiently.
- Manage follow-ups, proposals, agreements, and expectation-setting.
Inbound & Outbound Growth Activities
Inbound:
- Engage with prospects who come through website forms, social media, events, partnerships, and referrals.
- Qualify inbound leads quickly and convert them into booked calls or opportunities.
- Collaborate with marketing to strengthen messaging, nurture flows, and lead quality.
Outbound:
- Conduct targeted outreach to ideal prospects via email, LinkedIn, and strategic channels.
- Promote the company's services and value proposition through direct outreach campaigns.
- Represent the company in external communities, events, webinars, and networking opportunities.
- Build relationships with potential partners, affiliates, and industry groups.
Client Onboarding & Cross-Functional Coordination
- Own the onboarding process end-to-end to ensure clients feel confident and supported.
- Coordinate with product, operations, compliance, and finance to gather documents, set up accounts, and align on delivery.
- Track onboarding milestones, surface risks early, and ensure a smooth handoff to service teams.
- Improve onboarding systems, templates, and workflows for scalability.
Brand & Communication
- Represent the company with professionalism and high energy across client meetings, presentations, events, and online presence.
- Support marketing with insights from the field, client stories, and participation in content when needed.
- Ensure consistent messaging aligned with our brand voice and value proposition.
Requirements
- 3–5 years of experience in client-facing roles such as Customer Success, Sales, Account Management, Onboarding, or Growth.
- Strong presence: articulate, confident, polished communicator with excellent presentation skills.
- Proven ability to manage both inbound and outbound activities to generate opportunities.
- Experience nurturing leads through CRM tools (HubSpot preferred).
- Ability to manage multiple projects and stakeholders concurrently.
- Strong organizational skills and ownership mindset.
- Ability to learn and explain complex or service-based offerings clearly.
- Experience with companies in human resources, accounting, and finance.
- Bilingual (Spanish/English) preferred.
Ideal Candidate
- Naturally persuasive, warm, and professional in all client interactions.
- Thrives in hybrid roles that combine sales, marketing, and operations.
- Comfortable representing the company externally and building relationships proactively.
- Energized by growth targets and motivated by seeing deals move from lead → sale → activation.
- Enjoys bringing structure to processes while also adapting quickly.
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