Sales & Customer Success Associate

Key Responsibilities Sales Development & Lead Qualification Review, research, and qualify incoming leads from multiple channels. Engage prospects through email, phone calls, LinkedIn, and other outreach methods. Conduct initial discovery conversations to understand customer requirements.

Drive prospects toward product trials, demos, and further engagement. Schedule qualified meetings and demos for the Sales team. Maintain accurate lead records, activities, and follow-ups within the CRM.

Activating & Onboarding Customers/Projects Prepare internal reports, tracking sheets, and customer status updates. Onboard customers & onboard projects on internal tools. Track Usage of Customers on internal tools.

Communicate with other CS Specialists and Sales team members. Support Zoho CRM hygiene Required Skills & Qualifications Bachelor's degree in Business, Marketing, Communications, or a related field. 1–4 years of experience in Sales Operations, Business Development, Customer Success, Customer Support, or Account Management. Strong outbound communication style with cold calling Verbal and written communication skills.

Experience working with Zoho CRM systems Excellent organizational and follow-up skills. Ability to manage multiple tasks and priorities simultaneously. Strong attention to detail and documentation skills.

Proficiency in Microsoft Office and Google Workspace. What Success Looks Like High-quality lead qualification and consistent demo generation. Timely and accurate customer onboarding.

Strong CRM data quality and process adherence. Positive customer experience throughout the customer lifecycle. Effective collaboration across Sales, Customer Success, and Product teams.

Continuous improvement of onboarding and operational processes.