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Aereach Strategic Partners in Cebu City, Philippines is seeking a Client Success Associate and SDR to drive client engagement and revenue growth through proactive outreach, warm client support, and careful qualification of opportunities. You will handle inbound inquiries, qualify leads, and coordinate with teams to move opportunities toward orders.
The role requires native-level English, 3+ years in B2B sales or client-facing roles, and comfort with CRM tools like Bitrix24, LinkedIn Sales
– Call, Email First-Response & Live Chat Support Following the company SOPs, monitor and respond to incoming website chats, emails and calls promptly and professionally,
Answer general product, shipping, and order-status questions, and provide a warm, helpful first point of contact.
Perform order tracking updates and client shipping/delivery notifications.
– Client Success, Inbound Sales & Lead Qualification
Understand each client's needs, recommend appropriate products and solutions, and provide a warm, helpful first point of contact.
Qualify inbound opportunities by gathering key information including contact details, product needs, quantities, timeline, budget, and purchasing potential.
Send and follow up proactively on inquiries, quotes, samples, and open opportunities to help convert qualified leads into orders.
– CRM & Pipeline SupportKeep lead and communication records accurate and up to date, moving entries to the correct pipeline stage (Bitrix24).
Complete required fields and notes so that nothing is lost as a lead moves toward a quote or order.
Perform routine weekly clean-up, such as tagging, follow-up reminders, and stages.
– Outbound Prospecting & Business DevelopmentResearch and identify target B2B accounts, prospects, and decision-makers that fit our ICP.
Execute account-based and outbound prospecting through phone, email, LinkedIn, CRM campaigns, and other approved channels.
Build relationships, re-engage past/inactive leads and clients, communicate our value proposition, and generate qualified sales opportunities.
– Sales Development, Meeting Booking & Closing
Conduct discovery conversations, qualify prospects, generate SQLs, and consistently book high-quality sales meetings.
Host or support sales meetings, handle objections, and confidently move prospects through the sales process.
Manage qualified opportunities through follow-up, negotiation, and close while identifying cross-sell, upsell, repeat-order, and account-growth opportunities.
– CRM, Pipeline & Sales PerformanceMaintain accurate lead, account, activity, and opportunity records
Maintain disciplined and timely follow-up to ensure qualified opportunities continue progressing through the pipeline.
Achieve defined KPIs for prospecting, qualified opportunities, SQLs, meetings booked, conversion, and revenue.
Help with team admin tasks. Foster and sustain good team relationships across time zones.
Maintain active, responsive communication with the US team throughout the workday.
Adhere to all company SOPs, playbooks, and quality standards.