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Common client-facing sales title, metro location, and generalist skills increase competition.
Core account management and upselling skills transferable across industries, low domain specificity.
Explicit 1–3 years requirement plus preferred Salesforce and SaaS experience enforces moderate filters.
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Manage and grow a portfolio of small business clients through outbound calls and digital channels to drive benefit adoption and upsell opportunities.
Build and maintain strong relationships with HR and decision-makers to ensure clients maximize value from the digital employee engagement platform.
Use Salesforce to track client status, identify upsell opportunities, and share insights with Sales and Product teams.
Bachelor’s degree in Business, Marketing, HR, or related field.
1-3 years of work experience in B2B account management, client success, or retention roles.
Experience with SaaS platforms or HR solutions preferred; Salesforce knowledge preferred.
Fluency in English required for global/regional roles; for local roles, local language fluency required, English advantageous.
Experienced in managing small business client portfolios with consultative sales and upselling skills.
Comfortable working with CRM tools, particularly Salesforce, to manage pipelines and client data.
Capable of engaging with HR decision-makers to optimize client benefit adoption and platform usage.