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Account Executive
Erika Torres
Customer Success Manager
Sales Manager
HubSpot
Salesforce
Created, developed, implemented sales processes & identified opportunities for revenue and
growth/upsell initiatives through discovery calls and product demos
Leveraged Hubspot CRM to track client communication, sales forecasting & automated
workflows/sequences
Took leadership of onboarding and implementation sessions to ensure product adoption
Managed client lifecycle to promote client success and minimize churn.
Conducted regular health checks to provide recommendations and address pain points.
Took ownership of client expectations & acted as an advocate, trusted advisor & escalation point.
Collaborated alongside cross functional teams to ensure a continuous product feedback loop.
Aligned objectives of key functions & product features to achieve maximum value and renewals.
Contributed 250k sales revenue across 20 B2B accounts that were sourced independently.
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