Support the sales team by managing pipelines and CRM data, preparing sales reports, tracking performance metrics, coordinating handoffs for onboarding, and assisting with lead qualification and follow-up communications to ensure smooth prospect-to-customer transitions.
Description: Ensures a smooth customer experience during the transition from "prospect" to "customer".
Responsibilities:
Assist in managing sales pipelines and maintaining CRM data integrity.
Prepare sales reports and track team performance metrics.
Coordinate cross-functional handoffs for seamless customer onboarding.
Support lead qualification and follow-up communications.
Similar Jobs
Fintech • Financial Services
Acquire and deepen relationships with affluent consumers and small businesses, advise on banking, credit, mortgage, retirement, and investment options, coordinate with specialized partners, manage compliance and risk, resolve complex customer issues, and meet licensing and regulatory requirements for SAFE and FINRA registrations.
Fintech • Financial Services
The Senior Branch Premier Banker acquires affluent customers, provides financial advice, manages client relationships, and ensures compliance with banking regulations.
Artificial Intelligence • Healthtech • Logistics • Social Impact • Software • Telehealth
Build and own end-to-end onboarding, training, and quality assurance for Patient Engagement. Manage a training and quality team, define and enforce quality frameworks, analyze performance data to drive continuous improvement, lead coaching/remediation, maintain SOPs and tooling expertise, and ensure compliance with clinical and operational standards.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
