Account Executive Assistant
Boldr, Mexico

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities worldwide.
• We are a global team united by our desire to connect diverse people with shared values for a bolder impact.
• We employ just over a thousand team members across five countries and aim to grow to over 5,000 by 2027, if not sooner.

• Meaningful connections start with AUTHENTICITY.
• We do our best work by being CURIOUS.
• We grow by remaining DYNAMIC.
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE.
• At the heart of great partnerships, we’ll always find EMPATHY.

As a Client Solutions Coordinator, you will become an expert at consultative selling to help the sales team execute requests to progress deals along the sales cycle and make the sales experience more effective.

• Executive interdepartmental requests and general admin on behalf of the sales team.
• Import and export reports from our CRM to Excel or vice versa to ensure data integrity.
• Record all sales activities, notes, tasks, and documents in a web-based CRM system.
• Ensure our CRM is updated regularly for proper reporting and forecasting.
• Document and communicate all learnings and new processes.
• Update documentation for the Client Solutions team playbooks and processes.
• Communicate sales updates and deal progress to relevant stakeholders internally and externally.
• Participate as required in the client-facing aspects of revenue-generating activities (in-person and virtually).
• Maintain and update the sales Data Management System to create broader access and visibility.

Requirements

YOU ARE

• Curious and authentic, just like us! #beboldr.
• Open to working in a hybrid (remote and in-office) environment.
• Open to traveling up to 40% of the time.
• Great at in-person and virtual conversations.
• Eager to learn more about consultative selling and/or sales operations/support.
• Self-driven, analytical, and a problem solver.
• Able to multitask, prioritize, and project manage various projects and tasks.
• Expert at creating great presentations, complex sheets, and well-formatted documents.
• Positive, proactive, and self-motivated.
• Wanting to help build the sales support function at Boldr.
• Looking to grow professionally through mentorship and coaching.
• Looking for an opportunity and team with a lot of growth potential.

YOU HAVE

• At least 2 years of experience working at a global organization.
• At least 2 years of previous complex B2B account management, sales, partnerships, sales support, or sales operations experience.
• At least 2 years of experience using HubSpot or a similar CRM (HubSpot Certifications are preferred).
• At least 2 years of Google Workspace experience.
• At least 2 years of project management experience managing multiple projects at once.
• The ability to thrive in a fast-paced startup environment.
• A natural curiosity for customer challenges and finding solutions to help solve those pain points.
• Previous experience coordinating, setting up, and attending in-person conferences on behalf of your company is nice to have.
• Excellent verbal and written communication, presentation, and relationship management skills.
• The aptitude to quickly learn and navigate new technology, systems, processes, and applications.
• Ability to accept feedback gracefully and always looking to improve professionally.
• A customer-focused mentality and ability to adapt/respond to clients with diverse backgrounds.

Benefits

• Law Benefits
• Private Health Insurance
• Paid Time Off
• Training
• Life insurance
• Mental Health Support
• Learning and Development Programs

Great company culture! Our diverse backgrounds, commitment, and passion are the things that make us great.

We geek out on new ideas, proposals, and anything that will positively impact our clients, and of course, you!

We’ve got training sessions in-store to help you level up your skill set.

With you on Boldr’s side, we’ll tackle social responsibility initiatives together.

We have rest and relaxation benefits.

Job Rewards and Benefits