Sales & Account Management Support Specialist

Sales & Account Management Support Specialist

This role offers the opportunity to directly impact client satisfaction and agency revenue.

What You'll Do

Client Success & Relationship Management

• Lead client onboarding experiences, ensuring smooth transitions from sales to implementation
• Attend strategy meetings to capture client objectives and translate them into actionable plans
• Proactively manage client requests, creating clear task assignments and communicating completion status
• Take ownership of client retention metrics and contribute to account growth
• Handle day-to-day client communications while escalating strategic decisions appropriately

Data Analysis & Reporting

• Gather data from HubSpot, Google Analytics, Microsoft Clarity, and Meta Ads Platform
• Build and maintain client-facing reports that tell clear stories with complex data
• Ensure dashboards remain accurate and reflect real-time campaign performance
• Transform raw data into actionable insights that clients can understand and act upon
• Proactively prepare data summaries to eliminate last-minute "go find this" requests
• Navigate advanced Excel/Google Sheets functions to extract meaningful patterns and trends

Project Coordination & Wrike Management

• Create and manage Wrike tickets based on client requests and sales communications
• Customize Wrike blueprints for new project launches
• Participate in daily 8:30 AM production coordination calls
• Deliver weekly production status updates to stakeholders and clients
• Monitor project timelines and proactively communicate potential delays or issues
• Maintain organized project documentation to reduce unnecessary team questions

Sales Support & Meeting Preparation

• Prepare comprehensive pre-call materials for new business and client meetings
• Review previous call notes and organize relevant background information
• Create meeting checklists to ensure all necessary data and materials are ready
• Manage post-call action items and track completion through to resolution
• Support contract processes through DocuSign and maintain accurate records
• Schedule and confirm client meetings across multiple stakeholders

What You Bring

Required Experience & Skills

• 3+ years in sales support, account management, or client services roles
• HubSpot CRM expertise: Deal creation, custom properties, pipeline management, and reporting
• Advanced Excel/Google Sheets: Pivot tables, VLOOKUP, complex formulas, and data visualization
• Project Management: Proven experience with Wrike )
• Marketing Analytics: Working knowledge of Google Analytics, Microsoft Clarity, and Meta Ads Manager
• Data storytelling: Ability to simplify complex metrics into clear client communications
• Client retention experience: Track record of maintaining accounts and identifying growth opportunities
• Excellent communication: Strong written and verbal English skills with professional presence

Technical Requirements

• Proficient in HubSpot CRM, Google Analytics, Microsoft Clarity, Meta Ads Platform
• Experience with Wrike project management system
• Comfortable with DocuSign and digital contract workflows
• Ability to learn new platforms quickly and become the team expert

Personal Attributes

• Proactive problem-solver: You anticipate needs before they become urgent requests
• Detail-obsessed: Nothing slips through the cracks on your watch
• Client-focused: You genuinely care about delivering exceptional experiences
• Comfortable with ambiguity: You can create structure where none exists
• Team player: You communicate clearly and support colleagues across departments

If you're a dedicated and an experienced Sales professional, please provide your working portfolio and your full resume to