Business Development Executive

Account Managers are essential for businesses seeking to maximize their AI-powered platform investments. This role involves guiding clients through a seamless onboarding process, developing customized 90-day plans tailored to their industry, size, and specific needs, and ensuring they utilize the platform's features effectively.

Main Responsibilities:

• Lead client onboarding, ensuring smooth transitions from previous platforms
• Create tailored 90-day plans addressing client requirements
• Coordinate with technical specialists to configure and optimize platform features, including CRM setup, data migration, AI Virtual Assistant configuration, conversation AI customization, workflow automation development, social media and content AI setup, reputation management integration, and website visitor tracking implementation
• Facilitate seamless data migration from HubSpot and other platforms
• Deliver platform training sessions to ensure clients are proficient with all features and capabilities

Technical Collaboration & Solution Delivery:

• Partner closely with technical specialists to fulfill complex client requirements and custom automation needs
• Translate business objectives into technical specifications for our development and configuration teams
• Coordinate with AI specialists to optimize each of the 7 AI employees for client-specific use cases
• Oversee integration projects with third-party tools and existing client systems
• Quality assurance testing of all implementations before client handoff

Ongoing Account Management:

• Serve as primary point of contact for assigned client portfolio
• Conduct regular check-ins and success reviews to ensure clients are achieving desired outcomes
• Monitor platform usage and performance metrics to identify optimization opportunities
• Proactively identify expansion opportunities for additional features, users, or upgraded plans
• Handle escalations and resolve complex client issues in collaboration with technical support teams
• Develop and maintain strong client relationships that drive retention and referrals

Growth & Retention:

• Drive account expansion by identifying opportunities for clients to leverage additional AI employees or premium features
• Present quarterly business reviews showcasing ROI, performance metrics, and growth opportunities
• Collaborate with sales team on upselling and cross-selling initiatives
• Collect and document client feedback for product development and improvement initiatives
• Maintain high client satisfaction scores and retention rates above company benchmarks

Requirements:

We're looking for a highly skilled and experienced Account Manager who possesses the following qualities:

Experience & Background:

• At least 3 years of account management or customer success experience in SaaS or technology companies
• Proven track record of managing client relationships and driving retention/growth
• Experience with CRM platforms (GoHighLevel experience preferred)
• Familiarity with marketing automation and business process optimization
• Experience onboarding clients to complex software platforms

Technical Skills:

• Strong understanding of AI and automation technologies and their business applications
• Proficiency with GoHighLevel platform or similar all-in-one marketing automation tools
• Basic understanding of integrations and APIs
• Comfortable with data migration and platform configurations
• Experience with project management tools and methodologies

Core Competencies:

• Exceptional communication skills - both written and verbal
• Strong problem-solving abilities and analytical thinking
• Project management expertise with ability to manage multiple complex implementations simultaneously
• Client-focused mindset with passion for delivering exceptional customer experiences
• Collaborative approach to working with technical teams and specialists
• Detail-oriented with strong organizational skills
• Adaptability to work in a fast-paced, evolving technology environment

Preferred Qualifications:

• Bachelor's degree in Business, Marketing, Technology, or related field
• Experience with AI/automation platforms and understanding of AI agent capabilities
• Previous experience in digital marketing or business automation
• Certification in GoHighLevel or similar platforms
• Experience with data analysis and reporting tools
• Background in consulting or solution selling

We Offer:

• A dynamic entrepreneurial start-up environment
• Mentoring and coaching in an environment that provides support to help you succeed
• Clear career path and growth potential
• Flexible work environment
• Comprehensive compensation package
• Paid leaves
• Employee perks
• A diverse and international team
• An entrepreneurial environment with room for growth
• Salary commensurate with experience

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