Trustt

Sales

• Manage sales administration: quotes, contracts, invoicing in Hyperline, and payment follow-ups
• Coordinate with the accounting team via Pennylane
• Maintain HubSpot CRM hygiene: create and update deals, enter next steps, prepare weekly pipeline reports, and clean the database
• Prepare the founder’s client meetings
• Draft meeting minutes and follow up on commitments made during meetings
• Manage the founder’s calendar
• Qualify inbound leads
• Manage follow-up sequences
• Schedule targeted meetings for the founder
• Track the progress of all sales opportunities and identify blockers

Sales Assistant

Customer Success Manager

• Monitor actual platform usage on an account-by-account basis and identify signs of disengagement
• Initiate retention actions before churn occurs
• Lead QBRs, create presentation decks, present performance results to marketing leadership, and co-develop an action plan
• Drive expansion alongside Sales by identifying upsell and plan-change opportunities
• Prepare renewals and identify new stakeholders within client organizations
• Scale and streamline the role with AI: usage analysis, QBR preparation, meeting notes, and training materials
• Relay needs and issues identified in the field to Product, Marketing, and Customer Care
• Deliver a risk segmentation of the portfolio by week four
• Maintain account plans and the QBR cadence for strategic accounts
• Produce automated weekly usage reporting through HubSpot and Trustt’s back office
• Deploy three AI automations within the role
• Secure a first signed upsell or plan change
• Maintain retention above 95% and increase NRR to 100% and beyond
• Measure NPS using a representative customer base and maintain clean CRM data

Sales Assistant

Customer Success Manager – Retention and Expansion