Senior Customer Advocate (Lead generation, Customer Retention)

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

A LITTLE BIT ABOUT Boldr

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact.

LET’S START WITH OUR VALUES

• 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

WHAT IS YOUR ROLE

As a Senior Customer Sales Advocate, you'll embody the determined spirit that characterizes our team. With unwavering confidence, you will proactively engage with prospective customers and guide them through their decision-making journey, working towards converting interest into confirmed customers. Your ability to communicate value clearly and handle multiple conversations with precision will directly contribute to conversion success.

This role blends elements of sales, customer experience, and operational execution. You will manage inbound conversations, follow up with prospects in a structured way, and help ensure a smooth and responsive experience throughout the acquisition journey.

WHY DO WE WANT YOU

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

WHAT WILL YOU DO

• 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

WHAT WE’LL LIKE ABOUT YOU

YOU ARE…

• Curious and authentic, just like us! #beboldr

• An analytical and critical thinker, with an eye for even the most minute of details
• Passionate about client satisfaction

YOU HAVE…

• 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

SHIFT REQUIREMENT

This role operates on a shift schedule covering a 7am–10pm ET operating window, Monday through Friday. Flexibility may be required to support volume surges, PTO coverage, or business needs