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crm salesforce ai automation📋 Description
- Drive customer engagement across an assigned portfolio to maximize license use.
- Lead onboarding, license management, platform training, and data-driven actions.
- Create and monitor outreach to clients at scale or 1:1 to meet business needs.
- Identify growth signals and surface expansion opportunities with leadership.
- Leverage AI and automation to scale while keeping high-touch service.
- Document key notes and outcomes in Salesforce and maintain relationships.
🎯 Requirements
- Experience in a client-facing role such as customer success or account management.
- Interest in SaaS, media, research, marketing, advertising, or retail.
- Strong written and verbal communication; comfortable with presentations.
- Experience delivering value-based conversations with customers.
- Familiarity with CRM tools (Salesforce preferred) and AI-powered outreach.
🎁 Benefits
- Unlimited PTO, 10 paid holidays, and 16 weeks parental leave.
- Comprehensive medical, dental, and vision insurance.
- Matched 401k plan.
- Commuter benefits, phone reimbursement, gym discounts.
- Employee Assistance Programs (EAP) and mental health support.
- Additional resources for financial and family planning.
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