Account Manager - REMOTE - SR002
Pearl Talent Ver todas as vagas
- São Paulo - SP
- Contrato
- Período integral
- Own and manage post-sale relationships with 20-30 client accounts concurrently
- Serve as primary point of contact for assigned clients, ensuring high satisfaction and retention
- Build detailed understanding of each client's business goals, needs, tone, and preferences
- Develop and maintain strong, trust-based relationships with vendors, contractors, and healthcare providers
- Act as strategic partner understanding clients' objectives and proactively offering solutions
- Conduct regular check-ins, business reviews, and relationship-building touchpoints
- Ensure clients receive immediate value and see ROI from products or services
- Build rapport through polished, warm, and professionally presentable client interactions
- Conduct structured onboarding and re-onboarding processes that feel personalized and elite
- Build detailed onboarding plans, playbooks, and SOPs for consistent client experiences
- Guide users through product activation and ensure seamless adoption
- Provide education and training on platform capabilities, features, and best practices
- Onboard new clients with clear guidance on how to leverage solutions for maximum impact
- Monitor early adoption patterns and provide proactive support during critical phases
- Ensure clients fully understand and utilize product capabilities to achieve their goals
- Monitor and analyze client usage data to identify opportunities for improvement and upselling
- Identify expansion opportunities including upsells, cross-sells, and account growth
- Develop and execute strategies to enhance user adoption and retention
- Subtly request referrals and testimonials from satisfied clients
- Assist with referral generation programs and upsell motions as appropriate
- Run outreach campaigns including prospect targeting and follow-up tracking
- Convert trial users into long-term subscribers through strategic engagement
- Track conversion metrics and adjust strategies to improve success rates
- Act as internal voice of the client, surfacing feedback and performance blockers to relevant teams
- Work cross-functionally with sales, product, engineering, and operations to address client needs
- Collaborate with connector/partner success teams to align clients with ideal profiles
- Provide ongoing support, troubleshoot issues, and escalate concerns appropriately
- Advocate for clients internally ensuring their needs influence product and process decisions
- Support events and community initiatives (founder dinners, networking, strategy planning)
- Stay up to date with industry trends to innovate and improve client engagement approaches
- Track all account data, performance metrics, and interaction notes in CRM systems (HubSpot, Salesforce)
- Maintain detailed vendor/client insights including preferences, history, and context
- Capture and document client feedback through NPS surveys and structured feedback loops
- Generate reports on account health, engagement metrics, and key performance indicators
- Maintain accurate CRM data with extreme attention to detail in call notes and context tracking
- Document best practices, successful strategies, and lessons learned for team knowledge sharing
- Experience: 1-2+ years in account management, customer success, client-facing roles, or B2B sales (preferably in SaaS, healthcare, construction tech, or relationship-driven businesses)
- Communication: Flawless written and verbal English communication skills with polished, professional delivery
- CRM Proficiency: Familiarity with HubSpot, Salesforce, or similar CRM platforms
- Relationship Management: Strong ability to build and maintain relationships across diverse client types
- Multitasking: Capable of managing 20-30 client relationships concurrently with consistent quality
- Organization: Extreme attention to detail, particularly with CRM data, call notes, and context tracking
- Client Presentation: Polished, warm, and professionally presentable for high-touch client interactions
- Self-Management: Highly organized, self-managing, and proactive in client engagement
- Emotional Intelligence: Strong interpersonal skills with empathy and cultural awareness
- Adaptability: Open to feedback and thrives in fast-paced, dynamic environments
- Problem-Solving: Excellent analytical and conflict-resolution abilities
- Remote Work: Proven ability to work independently in remote, asynchronous environments
- Background in B2B customer success, partnerships, or strategic account management
- Experience supporting startups, SaaS platforms, or high-growth technology businesses
- Exposure to startup community, founder ecosystem, or high-end networking circles
- Experience in healthcare, construction, social commerce, or AI-driven solutions
- Familiarity with clinical workflows, provider pain points, or construction industry dynamics
- Understanding of technical products and ability to explain complex concepts simply
- Experience with referral generation programs and community-building initiatives
- Background in sales strategy development and execution
- Coachability and hunger to learn and grow in fast-scaling companies
- Passion for human-centric products, user experience, and relationship-driven services
- CRM Systems: HubSpot, Salesforce, or equivalent customer relationship management platforms
- Communication: Email (Gmail/Outlook), Slack, Microsoft Teams, Zoom
- Documentation: Notion, Google Docs, Google Workspace
- Scheduling: Calendly, Google Calendar, or equivalent booking systems
- Video Conferencing: Zoom, Google Meet, or Microsoft Teams
- VoIP/Dialers: OpenPhone or similar communication tools
- Payment Processing: Stripe or similar billing platforms
- Project Management: Asana, Trello, ClickUp, or Airtable
- Analytics: Data visualization tools or dashboards for tracking account metrics
- Marketing Automation: HubSpot Marketing, Mailchimp, or similar platforms
- Collaboration: Miro, Figma, or other collaborative tools
- Industry-Specific Tools: Construction software, healthcare platforms, or specialized SaaS tools
- Competitive Salary: Based on experience and skills
- Remote Work: Fully remote — work from anywhere
- Generous PTO: In accordance with company policy
- Direct Mentorship: Access to global industry leaders
- Learning & Development: Continuous growth resources
- Global Networking: Work with international teams
- Health Coverage (Philippines only): HMO after 3 months (full-time)
- Skills Assessment
- Initial Screening
- Top-grading Interview
- Client Matching
- Job Offer
- Onboarding