Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
Set 2 Close, a premier Revenue Consulting firm and HubSpot Elite Partner, empowers businesses to skyrocket revenue through optimized CRM solutions. We specialize in integrating platforms like HubSpot to supercharge lead generation, marketing automation, sales enablement, and customer success. Join us to drive transformative growth for top-tier clients.
As a Sales & Implementation Consultant, you’ll be the driving force behind client success, blending strategic sales expertise with hands-on CRM implementation. You’ll lead clients through seamless onboarding, configure tailored CRM solutions, and proactively generate new sales opportunities to fuel revenue growth. This role is ideal for a dynamic, sales-savvy professional passionate about building relationships and delivering results.
Key Responsibilities:
Sales Leadership & Revenue Growth:Drive New Business: Generate $20,000+ in monthly net new sales by identifying upsell and cross-sell opportunities during client onboarding.Proactive Outreach: Dedicate 25% of your time to outside sales development through LinkedIn, calls, and industry events to attract new clients.Client Acquisition: Leverage client relationships to secure referrals and expand Set 2 Close’s portfolio.
Metrics for Success:Achieve $20,000 USD in net new sales monthly.Secure 3+ new client reviews per month
Client Onboarding & Implementation:Project Leadership: Own the onboarding process, managing timelines from discovery to handoff with precision.Discovery & Customization: Conduct discovery sessions to align CRM configurations with client goals.Technical Execution: Build custom properties, automation workflows, and integrations to optimize client systems.Data Migration: Ensure 95%+ accuracy in migrating data from legacy systems.Metrics for Success:Complete discovery sessions within 10 business days.Deliver 90% of onboarding projects within 4-6 weeks.
Client Enablement & Success:Tailored Training: Deliver engaging training on CRM best practices, marketing automation, and sales tools.Resource Creation: Develop client-friendly guides, tutorials, and documentation to drive adoption.Ongoing Support: Provide hands-on guidance, troubleshoot issues, and recommend features to maximize client ROI.Relationship Management: Build strong client relationships, ensuring a 95%+ retention rate post-onboarding.Metrics for Success:Achieve 4.5/5 client satisfaction on training sessions.Ensure 80% of clients confidently manage their CRM independently post-training.
Internal Collaboration & Innovation:Team Synergy: Collaborate with sales, product, and customer success teams to align on client needs and drive upsell opportunities.Process Improvement: Optimize onboarding workflows, targeting a 10% reduction in process times annually.Knowledge Leadership: Stay ahead of CRM platform updates and share expertise to elevate team performance.
Qualifications & Skills Required:2+ years in a client-facing role with hands-on CRM experience (e.g., HubSpot, Salesforce).3+ years of proven sales development success, with a track record of meeting or exceeding revenue targets.Strong project management and technical skills (data migration, integrations).Exceptional communication and relationship-building skills.
Preferred:CRM certifications (e.g., HubSpot Solutions Partner or equivalent).Experience with multiple CRM or marketing automation platforms.Knowledge of API integrations and custom workflows.
Key Attributes:Sales-driven and results-orientedClient-focused with a consultative approachStrategic problem-solverProactive and adaptableCollaborative team player
Why Set 2 Close?Impactful Work: Partner with industry-leading clients to drive measurable revenue growth.Career Growth: Unlock opportunities for professional development and leadership in a fast-growing firm.Flexibility & Rewards: Enjoy remote work, flexible hours, competitive pay, and performance-based bonuses.Dynamic Culture: Join a passionate team committed to innovation and client success.
