Sales and Account Management Support

Position Overview

We are seeking a detail-oriented and proactive Sales and Account Management Support specialist to join our marketing agency team. This role will work assist with providing a comprehensive client support, managing inbound requests, and assisting with various sales and account management tasks.

Key Responsibilities

Client Relationship Management

• Own and maintain relationships with business owners and key decision makers
• Communicate client goals and objectives internally to ensure alignment
• Attend initial strategy meetings to understand client needs and expectations
• Handle reactive client requests efficiently and create/delegate appropriate tasks
• Communicate task completion and project updates back to clients promptly
• Take ownership of client retention and revenue responsibility
• Handle client introductions during onboarding process (excluding technical tasks)

Sales Process & HubSpot Management

• Gather data from multiple sources and prepare comprehensive reports
• Eliminate "go and look" requests by proactively organizing data
• Navigate complex Excel spreadsheets and extract meaningful insights
• Ensure dashboards are accurate and reflect real-time data
• Own the perspective of data reporting (interpretation, not creation)
• Simplify complex data for clear client communication

Wrike Administration

• Create Wrike tickets based on sales communications and requests
• Provide weekly timeline updates and production status reports
• Attend 8:30 AM team calls for project coordination
• Manage Wrike blueprint customization and project launches
• Monitor production timelines and communicate updates to stakeholders
• Eliminate unnecessary questions by proactive project management
• Deliver weekly full team production updates

Pre-Call Preparation & Follow-Up

• Prepare comprehensive materials for both new business and current client calls
• Create and follow checklists to ensure all necessary information is populated
• Review previous call notes and organize expectations for upcoming meetings
• Handle post-call action items and ensure completion tracking
• Maintain organized records of client interactions and decisions

Client Onboarding

• Facilitate client access to necessary technology platforms and tools
• Interact confidently with client support staff while knowing appropriate boundaries
• Confirm new customer meetings and manage scheduling logistics
• Support project meetings when needed to ensure continuity
• Monitor onboarding progress and communicate timeline updates
• Handle general administrative tasks to free up account managers for strategic work

Required Qualifications

• Minimum 3+ years' experience in sales support, account management, or client services
• Advanced proficiency in Excel/Google Sheets for data analysis and reporting
• Extensive experience with HubSpot CRM including deal creation and property management
• Working knowledge of Google Analytics and Microsoft Clarity for data insights
• Experience with Meta Ads Platform and social media advertising metrics
• Proficiency in Wrike project management system
• Strong data analysis skills with ability to simplify complex information
• Excellent written and verbal English communication skills
• Proven track record of client retention and revenue responsibility
• Experience with DocuSign and contract management processes
• Ability to work independently while maintaining high attention to detail

Work Schedule & Availability

• Full-time Position, 40 hours per week
• Schedule: 8AM – 5PM CST

Job Type: Full-time

Pay: Php40,000.00 per month

Benefits:

• Work from home

Application Question(s):

• Please submit a 1-2 minute video introduction covering who you are and why you're well-suited for this position. Make sure that when you submit, the link is accessible. This video introduction is required for all candidates to proceed in the selection process. Non-compliance will result in disqualification. Put the link on the answer box. Thank you

Experience:

• sales support, account management, or client services: 3 years (Required)
• advanced proficiency in Excel/Google Sheets : 2 years (Required)
• HubSpot: 2 years (Required)
• Google Ads, Meta Ads, Microsoft Clarity: 1 year (Required)
• DocuSign: 1 year (Required)

Work Location: Remote