Associate Account Manager

Role Summary

Happen Ventures is looking for an Associate Account Manager to partner directly with our senior account lead in winning and growing national and regional accounts. You will be the person who keeps relationships warm, details right, and nothing falling through the cracks: researching prospects, preparing proposals, keeping our CRM clean and current, and making sure every opportunity has a clear next step and gets executed. This is a hands-on, learn-by-doing role for someone who wants to build a career in B2B sales.

Core Responsibilities****1. Relationship Building & Client Engagement

• Build and grow relationships with prospects and clients through consistent, responsive communication.
• Serve as a reliable point of contact, keeping clients informed and feeling taken care of.
• Coordinate with internal teams to ensure smooth onboarding and implementation.
• Track client questions and concerns through to resolution, escalating to the senior account lead when needed.

2. CRM & Platform Management

• Keep the CRM accurate and current: contacts, companies, deals, activities, notes, and stages.
• Make sure every active account and deal has a documented next step, owner, and date.
• Clean up and standardize records, merge duplicates, and enforce data entry conventions.
• Maintain organized email, calendar, and shared files related to active accounts and deals.
• Flag stale leads, missing data, and stalled opportunities.

3. Sales Support & Business Development

• Identify and research new prospects and decision-makers within target industries.
• Conduct outreach and follow-up to generate and advance opportunities.
• Support discovery by preparing meeting briefs and capturing notes, action items, and next steps.
• Draft and assemble tailored proposals and presentations, with accuracy in every detail.
• Help develop account strategies for long-term client success.

4. Sales Reporting & Pipeline Visibility

• Prepare regular reports on pipeline, prospect engagement, proposals, and revenue forecasts.
• Highlight trends, gaps, and opportunities for improvement.
• Keep proposal and deal records current so leadership has a reliable view of the pipeline.

5. Industry & Solution Learning

• Build working knowledge of Happen Ventures' services, values, and processes.
• Develop familiarity with client industries, competitors, and relevant trends.
• Share insights with the team to inform outreach and proposals.

6. Team Collaboration

• Work closely with the senior account lead and cross-functional teams to align sales efforts with business goals.
• Contribute to team best practices, process improvements, and knowledge sharing.

What We're Looking For****The three things that matter most

• Relationship builder:

  You enjoy connecting with people and know how to build trust and keep relationships growing over time.

• Extremely detail-oriented:

  You catch the small things, whether it's a typo in a proposal, a missing field in a record, or a date that's off.

• Organized and execution-focused:

  You keep a clean CRM, define clear next steps, and follow through every time.

Also helpful

• 2-3 years of B2B sales, account management, or sales support experience.
• Strong written and verbal communication.
• Active listening and a real interest in understanding client needs.
• Self-motivated, coachable, and comfortable managing multiple priorities in a fast-paced environment.
• Strong problem-solving skills and adaptability.
• Proficiency with Gmail and HubSpot (or comparable CRM experience).
• Familiarity with our target industries is a plus, but not required.

Izvor: https://www.linkedin.com/jobs/view/4478179614/

Nivo: senior