Senior Client Conversion Specialist

Boldr; Monterrey; Presencial; MXN 360.000 - 720.000; Jornada completa

Descripción de la vacante

Boldr is seeking a Senior Customer Sales Advocate in Monterrey to proactively engage with prospective clients, guide decision-making, and convert interest into customers. You will manage inbound conversations across chat, email, SMS, and phone, delivering clear value and fast responses.

The role blends sales, customer experience, and operations, requiring structured follow-up and CRM-based tracking to optimize conversion workflows and overall customer satisfaction.

Formación

• 1–3 years of experience in a customer-facing role such as sales, support, customer success, or operations.
• Strong written and verbal communication skills with the ability to clearly and persuasively communicate value.
• Comfort managing multiple conversations in a fast-paced, high-volume environment.
• Proactive follow-up habits with strong ownership and accountability.
• Ability to identify and prioritize high-intent opportunities.
• Familiarity with CRM or customer communication tools (e.g., Intercom or similar platforms).
• Strong organizational skills and attention to detail.
• Ability to learn quickly and adapt in a structured but evolving environment.

Responsabilidades

• Understand the products inside and out and articulate our value proposition clearly.
• Conduct system demos to potential clients.
• Own inbound customer conversations from initial inquiry through conversion, delivering fast, thoughtful, and high-quality responses via chat, email, SMS, and phone
• Proactively follow up with leads using structured, multi-touch outreach to re-engage prospects and reduce drop-off
• Identify and prioritize high-intent opportunities to focus effort where it drives the most conversion impact
• Understand the product offering deeply and clearly articulate value propositions to prospective customers
• Conduct guided conversations and product walkthroughs where applicable to support decision-making
• Continuously surface insights from customer interactions, including common objections, friction points, and gaps in the experience
• Support continuous improvement of messaging, scripts, and conversion workflows by sharing what is and isn’t working
• Maintain accurate tracking of customer interactions using CRM and communication tools

Conocimientos

Customer communication

Prospecting

CRM proficiency

Multi-tasking

Demos/presentations

Herramientas

CRM tools (Intercom)

Descripción del empleo

Boldr is seeking a Senior Customer Sales Advocate in Monterrey to proactively engage with prospective clients, guide decision-making, and convert interest into customers. You will manage inbound conversations across chat, email, SMS, and phone, delivering clear value and fast responses.

The role blends sales, customer experience, and operations, requiring structured follow-up and CRM-based tracking to optimize conversion workflows and overall customer satisfaction.