Customer Success Associate
首要责任 第一阶段 (客户成功合作伙伴)·电话,电子邮件第一次回复和直播聊天支持 遵循公司 SOP,迅速且专业地监测并响应接入的网站聊天,电子邮箱和呼叫,回答一般产品,运输和订单状态问题,提供热切有用的第一个联系点。执行订单跟踪更新和客户发送/交付通知。·客户成功,进口销售和领先资格了解每个客户的需求,建议适当的产品和解决方案,并提供温暖的帮助的第一个接触点。通过收集关键信息,包括联系方式,产品需求,数量,时间表,预算和购买潜力。积极地发送并跟踪查询,报价,样本以及开放机会以帮助将合格的潜在客户转换为订单。· CRM & Pipeline Support 保持准确和最新的领导和通信记录,将入口移到正确的管道阶段 (Bitrix24).填写所需的字段和笔记,以便随着引领向报价或订单迈进而没有任何损失。进行日常每周清洁,如标签,后续提醒和阶段等。PRIMARY RESPONSIBILITIES 2 阶段 SDR (销售发展代表)· 通过电话,电子邮件,LinkedIn,CRM 活动和其他批准的道执行基于账户和外 bound 取。建立关系,重新参与过去/不动态的潜在客户和客户,沟通我们的价值提案,并产生合格的销售机会。· 销售开发,会议预订和关闭行为发现对话,资格化前景,生成 SQL,并持续地高质量的销售。主办或支持销售会议,处理反对意见,并在销售过程中自信地移动前景。通过跟踪,谈判和关闭来管理合格机会,同时确定跨销售,上市,重复订单和账户增长的机会。· CRM,管道和销售绩效保持准确的领先,帐户,活动和机会记录 保持纪律性及及时的追踪以确保合格机会继续在管道中取得进展。实现预期,合格机会,SQL,预订会议,转换和收入的定义 KPIs.
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PRIMARY RESPONSIBILITIES – Stage 1 (Client Success Associate)
- Call, Email First-Response & Live Chat Support
- Following the company SOPs, monitor and respond to incoming website chats, emails and calls promptly and professionally,
- Answer general product, shipping, and order-status questions, and provide a warm, helpful first point of contact.
- Perform order tracking updates and client shipping/delivery notifications.
- Client Success, Inbound Sales & Lead Qualification
- Understand each client's needs, recommend appropriate products and solutions, and provide a warm, helpful first point of contact.
- Qualify inbound opportunities by gathering key information including contact details, product needs, quantities, timeline, budget, and purchasing potential.
- Send and follow up proactively on inquiries, quotes, samples, and open opportunities to help convert qualified leads into orders.
- CRM & Pipeline Support
- Keep lead and communication records accurate and up to date, moving entries to the correct pipeline stage (Bitrix24).
- Complete required fields and notes so that nothing is lost as a lead moves toward a quote or order.
- Perform routine weekly clean-up, such as tagging, follow-up reminders, and stages.
PRIMARY RESPONSIBILITIES – Stage 2 SDR (Sales Development Representative)
- Outbound Prospecting & Business Development
- Research and identify target B2B accounts, prospects, and decision-makers that fit our ICP.
- Execute account-based and outbound prospecting through phone, email, LinkedIn, CRM campaigns, and other approved channels.
- Build relationships, re-engage past/inactive leads and clients, communicate our value proposition, and generate qualified sales opportunities.
- Sales Development, Meeting Booking & Closing
- Conduct discovery conversations, qualify prospects, generate SQLs, and consistently book high-quality sales meetings.
- Host or support sales meetings, handle objections, and confidently move prospects through the sales process.
- Manage qualified opportunities through follow-up, negotiation, and close while identifying cross-sell, upsell, repeat-order, and account-growth opportunities.
- CRM, Pipeline & Sales Performance
- Maintain accurate lead, account, activity, and opportunity records
- Maintain disciplined and timely follow-up to ensure qualified opportunities continue progressing through the pipeline.
- Achieve defined KPIs for prospecting, qualified opportunities, SQLs, meetings booked, conversion, and revenue.
OTHER RESPONSIBILITIES
Help with team admin tasks. Foster and sustain good team relationships across time zones.
Maintain active, responsive communication with the US team throughout the workday.
Adhere to all company SOPs, playbooks, and quality standards.
EXPERIENCE, ATTRIBUTES & REQUIREMENTS
- Native-level written and spoken English communication skills for phone, video meetings, email, and chat.
- 3+ years of experience in B2B sales, inside sales, business development, client success, or another client-facing sales role.
- Tech-savvy & comfortable with AI (Claude) tools, Google Workspace, eCommerce platforms, CRM (Bitrix24 a plus), LinkedIn Sale Navigator, Appollo, Instantly, HeyReach or similar enrichment and lead gen tools.
- Demonstrated experience in prospecting, lead qualification, sales follow-up, meeting booking, and closing sales.
- Comfortable making outbound calls, initiating conversations with new prospects, and communicating with business decision-makers.
- Strong discovery, relationship-building, objection-handling, negotiation, and follow-up skills.
- Goal-oriented and comfortable being measured against sales activity, pipeline, conversion, meeting-booking, and revenue KPIs.
- Highly organized with strong attention to detail and disciplined CRM/data-entry habits.
- Experience in B2B eCommerce, graphic design, trade show exhibits, printing, signage, or display industries is a big plus.
- Strong client-service mindset: you genuinely enjoy helping clients while also identifying and developing sales opportunities.
- Education: Bachelor's degree or equivalent professional experience
REMOTE WORK REQUIREMENTS
- A reliable, dedicated home office space free from distractions during working hours.
- Stable high-speed internet connection and a working computer suitable for chat, calls, and CRM use.
- Ability to maintain availability and responsiveness during US Central business hours.
- A quiet environment suitable for taking and making client calls.
Originally posted on Himalayas