Account Manager - Customer Success & Sales Operations

The Plumtree Group Global is an AI automation and CRM platform that aids small and service-based businesses in streamlining operations and enhancing customer communication. The Account Manager will be responsible for managing client relations, onboarding processes, and ensuring effective communication between clients and the company.

Responsibilities:

• Manage client communication and build strong relationships with assigned accounts
• Support client onboarding and ensure a smooth handover from sales to operations
• Conduct product/service demos and answer client questions professionally
• Track client activity, follow-ups, pipeline movement, and account updates in CRM
• Maintain accurate client records, sales pipeline updates, and account information
• Coordinate with sales, marketing, operations, and technical teams to complete client requests
• Help clients understand and use Launchpad features such as CRM, automations, AI tools, calendars, forms, workflows, reviews, and communication tools
• Research leads, prepare prospect lists, and support outreach campaigns when needed
• Assist in preparing proposals, email templates, onboarding documents, and client-facing materials
• Monitor campaign/client data to identify hot leads, active accounts, and follow-up opportunities
• Handle client queries, resolve basic issues, and escalate complex matters to the relevant team
• Support internal SOPs, documentation, reporting, and workflow improvements
• Help train new team members on CRM usage, processes, and product knowledge when required

Requirements:

• 1–3 years of experience in account management, customer success, sales support, business development, or client coordination
• Strong English communication skills, both written and verbal
• Experience using CRM tools, Google Sheets, Google Workspace, Microsoft Office, or similar platforms
• Ability to manage multiple clients, tasks, and follow-ups in an organized way
• Comfortable with client follow-ups, demos, onboarding calls, and email communication
• Strong attention to detail and ability to maintain clean and accurate records
• Basic understanding of sales pipelines, lead generation, client onboarding, and customer success
• Proactive attitude with strong problem-solving and ownership skills
• Experience with tools like GoHighLevel, HubSpot, Apollo, LinkedIn, Lusha, Canva, campaign tools, or email marketing platforms is a plus
• SaaS, CRM, automation, tech, healthcare, hospitality, agency, or service-business experience is a plus