ProSites

Salesforce Administrator

• Manage a team of two Salesforce Administrators
• Report directly to the VP of Operations and collaborate with sales, support, sales operations, finance, and other stakeholders
• Manage users and licenses, including setup/deactivation, roles, profiles, permissions, public groups, OWD, and sharing rules
• Configure Salesforce, including data flows, assignment rules, approval processes, fields, page layouts, record types, dynamic layouts, apps, actions, custom settings, mobile administration, dashboards, and reports
• Develop user reports and provide training
• Manage sandbox environments and DevOps/release processes
• Identify and gather requirements and translate them into scalable, best-practice solutions
• Identify unused or underutilized platform features
• Create a platform roadmap and define priorities with stakeholders
• Communicate platform changes to end users and stakeholders
• Improve Salesforce data quality through data management, rules, and automation
• Perform proactive system maintenance, including Security Reviews, Release Updates, Health Check, and Optimizer
• Handle user support tickets and improve user adoption
• Conduct new-user and ongoing-user training
• Create and maintain technical documentation
• Manage integrated applications and third-party suppliers, including Marketo, Milestones PM+, BlueSnap Payments, Chargent, and DocuSign
• Participate in annual Salesforce contract renewals and negotiations
• Perform other duties assigned by management

Senior Salesforce Administrator

Account Manager

• Manage high-profile accounts and define client success benchmarks
• Act as liaison between inter-departmental teams on behalf of the Account Manager team and/or Customer Experience Manager
• Mentor and train the Account Manager team by understanding and proactively addressing client risks/issues
• Participate in hiring and training new Account Managers
• Monitor and generate reports using the proprietary CRM system
• Review client strategy, contracts, and agreements for accuracy and alignment with agency promises
• Monitor client feedback to maintain high client satisfaction
• Maintain up-to-date documentation of all client activities
• Represent the client internally with a high level of ownership and responsibility
• Collaborate on customer retention by recognizing behavioral triggers
• Provide input on new processes and workflows
• Perform other duties as assigned by management

Account Management Manager

Business Development Rep

• Manage a pipeline of warm and cold leads
• Develop outbound outreach campaigns using email, phone, and text
• Generate 8 consultations per week using the company methodology
• Maintain the pipeline in CRM and Kixie systems
• Use the Practice Success Framework to coach lawyers on products and services
• Engage, qualify, and enroll prospective clients into the marketing lawyer platform
• Meet daily metrics and monthly targets
• Contribute to training others
• Perform other duties assigned by management

Business Development Representative

• Manage a pipeline of warm and cold leads
• Develop outbound outreach campaigns using email, phone, and text
• Generate 8 consultations per week using the company's methodology
• Maintain the pipeline in CRM and Kixie systems
• Use the Practice Success Framework to coach lawyers on products and services
• Engage, qualify, and enroll prospective clients into the marketing lawyer platform
• Meet daily metrics and monthly targets
• Contribute to training others
• Perform other duties assigned by management

Customer Success Manager

• Serve as the primary point of contact for clients' marketing services and success with the program
• Build strong client partnerships and understand client needs
• Identify client business goals and use marketing strategies and products to help achieve them
• Handle client requests within current SLA standards and coordinate internally for resolution
• Monitor and troubleshoot clients' social and reviews dashboards
• Meet with assigned clients monthly or quarterly depending on their package
• Provide phone, email, and web conference support as needed
• Ensure clients receive access, implementation, training, and support required by client service agreements
• Monitor client websites weekly, identify potential issues, and escalate appropriately
• Provide monthly reports on marketing performance and advertising metrics with education and strategic recommendations
• Identify growth opportunities for GeniusVets or LifeLearn products
• Present successful client metrics to generate excitement and appreciation
• Deliver monthly social content calendars using pre-made content and custom post templates when applicable
• Monitor, escalate, and engage with client reviews and social media accounts within SLA standards
• Demonstrate how products and services meet customer objectives and desired outcomes
• Review client accounts weekly in Salesforce and update health status
• Escalate at-risk clients to the Manager and Head of Client Success according to the Escalation Playbook
• Perform other duties assigned by management

Client Success Coach

Onboarding Specialist

• Facilitate onboarding of new clients, including training, content implementation, and full program and product adoption
• Serve as the client's primary point of contact throughout onboarding
• Liaise between clients and multiple departments to move projects forward
• Manage website development processes, launch priorities, and timelines
• Manage implementation of client marketing systems, including dashboard setup and connecting social media and analytics accounts
• Train clients on how to use company systems
• Develop and maintain onboarding materials, including videos, documentation, and checklists
• Maintain accurate records of client interactions and onboarding activities
• Monitor and report onboarding progress against milestones and goals
• Escalate concerns to leadership as needed
• Identify opportunities to improve and optimize the onboarding experience
• Address client inquiries, troubleshoot issues, and resolve matters within SLA timeframes
• Perform basic content updates and simple HTML changes
• Identify opportunities for clients to benefit from additional GeniusVets products or services

Client Onboarding Specialist

Sales

• Lead the sales team in achieving activity, pipeline, and revenue targets
• Plan, coach, and develop the sales team
• Optimize and implement sales processes
• Lead inbound, outbound, tele-prospecting, and referral outreach efforts
• Sell and support a portfolio of online marketing solutions including websites, social media, SEO, PPC, and chat
• Conduct individual coaching, team trainings, call reviews, role-plays, and weekly one-on-one coaching sessions
• Manage pipeline generation, forecasting, data analysis, pipeline inspection, and opportunity creation
• Coach representatives on cold calling, voicemail strategies, call openings, objection handling, and referral asks
• Monitor calls, conversations, meetings booked, and pipeline creation metrics
• Use Gong to review calls, provide targeted coaching, reinforce best practices, and improve deal execution
• Recruit, interview, and develop sales talent
• Set goals, maintain accountability, and manage performance
• Develop referral networks among professional communities and customer ecosystems
• Partner with Marketing, Revenue Operations, Sales Training, and Product
• Maintain Salesforce data hygiene, forecasting, opportunity management, quotes, contracts, dashboards, and reporting
• Document and implement sales best practices and playbooks
• Support sales compensation implementation and administration
• Perform other duties assigned by management or executive leadership

Senior Salesforce Administrator

Account Management Manager

Business Development Representative

Business Development Representative

Client Success Coach

Client Onboarding Specialist

Sales Manager