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Early-career generalist client-facing role with common CRM/SaaS skills increases candidate competition.
Core account management skills transfer across industries, though SaaS/HR experience is preferred.
Explicit 1–3 year requirement plus CRM and Salesforce preference enforces moderate shortlisting filters.
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Manage and grow an assigned portfolio of small business clients through proactive outreach and relationship building, primarily via outbound calls and digital channels.
Drive client engagement by educating on usage behaviors, supporting feature adoption, and removing blockers to platform utilization.
Identify and pitch upsell opportunities based on client growth and needs, maintaining accurate records and sharing insights using Salesforce.
Bachelor’s degree in Business, Marketing, HR, or related field.
1–3 years of experience in B2B account management, client success, or retention roles.
Experience with SaaS platforms or HR solutions is strongly preferred.
Proficiency in Salesforce or similar CRM tools; fluency in English (local language fluency depending on the role).
Experienced in consultative sales and client relationship management within B2B or SaaS environments.
Capable of managing multiple commercial activities, maintaining CRM discipline, and leveraging data for upselling.
Comfortable operating in hybrid work settings with occasional travel and collaboration across regions or countries depending on role level.