Posted 23 days ago
The Outbound Sales Development Representative identifies and researches funded startups and accounting firms, then runs personalized multichannel outreach to generate qualified meetings for Account Executives. The role also tests outbound tools, tracks sales activity and meeting results, maintains HubSpot, and shares insights with Sales and Marketing.
Posted 23 days ago
The Inbound Sales Development Representative responds to inbound leads, qualifies prospects through discovery calls, and books prepared, qualified meetings for Account Executives. The role also manages lead follow-up and pipeline records, tracks meeting outcomes, and collaborates with Marketing and Product to improve lead scoring, routing, and the inbound process.
Posted a month ago
The Senior Customer Success Manager owns customer onboarding, adoption, cancellation recovery, retention metrics, and support for accounting partner firms. The role also analyzes churn and customer health, recommends product and process improvements, and collaborates with Product, Engineering, Support, and Services.
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