Onboard new clients or patients and ensure a smooth, seamless transition into services
Serve as the primary point of contact for assigned accounts, maintaining high-touch communication
Build long-term client relationships through regular check-ins, performance reviews, and proactive support
Identify upsell and cross-sell opportunities within existing accounts to maximize client value
Conduct consultative sales calls, virtual demos, and service consultations tailored to client needs
Manage a full-cycle sales pipeline—from prospecting and qualification to close and handoff
Maintain accurate records of activities, pipeline status, and client information in CRM platforms (e.g., HubSpot, Salesforce)
Collaborate with marketing to improve lead quality and messaging while staying informed on market trends and client needs

3+ years of experience closing sales in the Wellness or Healthcare industry, with a proven track record of full-cycle selling
Proficient in using CRM platforms such as Salesforce, HubSpot, or equivalent for sales tracking, client onboarding, and performance reporting
Strong consultative selling skills, with the ability to conduct service demos and tailor solutions to client needs
Excellent verbal and written communication skills in English
Highly organized, self-motivated, and results-driven
Comfortable working with KPIs and performance metrics
Willingness to work in US time zones (PST, EST, CST)
High school diploma or equivalent

Sales & Account Manager, ENG

Key skills