Own database management, ensuring client information and communication history remain accurate and up-to-date within our systems (e.g., Salesforce).
Sales Process Support
Collaborate with AMs and CSMs to identify growth opportunities, helping prepare the data and documentation needed for upselling new products or features.
Prepare and update regular performance dashboards and reporting decks to help AMs/CSMs deliver high-impact business reviews to their partners
Assist AMs in the creation of product demonstrations, pitches, and customer-facing presentations.
Administrative Support
Remove friction from the team's day-to-day by optimizing administrative tasks.
Coordinate complex scheduling, including setting up key client meetings, calls, and internal alignment sessions.
Reporting & Analysis
Own the generation, basic analysis, and summary of critical order management and performance reports for the team.
Distill observations and provide valuable feedback to internal teams regarding customer feedback and evolving market trends.
Basic Qualifications
Experience in an account coordination, sales support, operations, customer success, or similar administrative role.
Exceptional organisational skills with the ability to manage multiple overlapping priorities and meet strict deadlines without sacrificing accuracy.
Strong verbal and written communication skills with a focus on professional empathy and problem-solving.
A proactive mindset, with the natural inclination to look for ways to improve workflows and save time for their team.
Highly detail-oriented, with a focus on data hygiene and process improvement.
A “go get it” attitude, with the resourcefulness to solve problems independently before escalating
Preferred Qualifications
Experience working with Customer Relationship Management (CRM) tools, specifically Salesforce (SFDC).
Prior experience in a technology company, logistics, or a high-growth, fast-paced corporate environment.
Strong proficiency in Google Workspace (Docs, Sheets, Slides) and/or Microsoft Office Suite, with a high level of comfort analyzing data.
Proficient understanding of analyzing data