About Us
We connect businesses with high-quality prospects.
Our goal is to help clients deliver targeted leads that fuel their sales pipelines, working with SMBs to Fortune 500 companies.
About This Role
This position combines client success, systems oversight, and process management related to client delivery.
You will onboard new clients, set up and audit lead flows, analyze return data, and ensure operational issues are identified and resolved quickly.
Main Responsibilities:
* Manage client onboarding from start to finish, including CRM testing, lead routing, expectations-setting, and early check-ins.
* Set up and audit lead delivery workflows to ensure leads are routed, received, and followed up on properly.
* Act as a first point of contact for clients, fielding questions, ensuring adoption, and spotting red flags.
* Monitor and process client lead return requests, identify patterns, and flag issues related to client misuse or internal breakdowns.
* Track return reasons and usage metrics to recommend changes that improve lead quality and client results.
* Troubleshoot delivery and setup errors, coordinating with internal teams and clients as needed.
* Recommend and implement improvements to reduce manual work and improve speed, clarity, and outcomes.
* Maintain clean records on lead flow status, return tracking, client health, and account activity.
What We're Looking For:
* Experience in client success, sales operations, or B2B account coordination.
* A strong understanding of systems and processes who can focus on leverage over motion.