- – Initiate contact with potential customers to source new sales opportunities.
- – Conduct discovery calls to understand customer needs and requirements effectively.
- – Maintain and grow prospect database while routing opportunities to Account Executives.
- – Create a welcoming customer experience and assist with product selection.
- – Lead team during shifts, providing direction and coaching on service skills.
- – Manage opening/closing duties, including cash handling and store organization.
- – Own client relationships, ensuring optimal use of compliance platforms and services.
- – Drive onboarding and adoption, leading client webinars and success meetings.
- – Troubleshoot technical issues, translating details for client IT and operations teams.