The Sales & Account Manager is responsible for both acquiring new clients and managing existing accounts. Ideal candidates will have a strong background in the wellness or healthcare space, exceptional communication skills, and a passion for delivering client success.
Responsibilities
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Onboard new clients or patients and ensure a smooth, seamless transition into services
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Serve as the primary point of contact for assigned accounts, maintaining high-touch communication
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Build long-term client relationships through regular check-ins, performance reviews, and proactive support
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Identify upsell and cross-sell opportunities within existing accounts to maximize client value
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Conduct consultative sales calls, virtual demos, and service consultations tailored to client needs
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Manage a full-cycle sales pipeline—from prospecting and qualification to close and handoff
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Maintain accurate records of activities, pipeline status, and client information in CRM platforms (e.g., HubSpot, Salesforce)
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Collaborate with marketing to improve lead quality and messaging while staying informed on market trends and client needs
Requirements
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3+ years of experience closing sales in the Wellness or Healthcare industry, with a proven track record of full-cycle selling
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Proficient in using CRM platforms such as Salesforce, HubSpot, or equivalent for sales tracking, client onboarding, and performance reporting
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Strong consultative selling skills, with the ability to conduct service demos and tailor solutions to client needs
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Excellent verbal and written communication skills in English
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Highly organized, self-motivated, and results-driven
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Comfortable working with KPIs and performance metrics
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Willingness to work in US time zones (PST, EST, CST)
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High school diploma or equivalent
System and Work Setup Requirements
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A stable and high-speed internet connection preferably 25 MBPS or higher with backup in cases of power interruption or service provider issues.
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Own PC/laptop with 8GB RAM, and a processor of Core i5 / AMD Ryzen 3 / 2013 Mac equivalent or higher; Windows 10 or above / Catalina 10.15 or newer; with up-to-date web browsers, and security software, 500GB/128 SSD storage
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Headset/earphone with noise cancellation and webcam at 720p or higher resolution
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A designated, quiet, and well-organized workspace free from distractions to facilitate focused work