Sales and Account Management Agent

AADI GLOBAL; Quezon City; Hybrid; PHP 2,738,000 - 4,108,000; Full time

Job summary

AADI GLOBAL is seeking a Sales and Account Management Agent to join our Canadian inbound sales operations. You will manage warm inbound leads, guide platform demonstrations, convert prospects to active customers, and maintain full ownership of accounts after onboarding.

You will work with SMBs across Canada, coordinating with Bolton-based reps and supporting long-term revenue growth through effective account management.

Qualifications

• Minimum 2 years of experience in B2B sales or business development in a customer-facing role with account management experience.
• Strong spoken and written English to communicate with Canadian customers.
• Demonstrated ability to organize and manage a sales pipeline and follow a structured process.
• Comfortable conducting product demonstrations and onboarding customers to the platform.

Responsibilities

• Warm inbound lead management and timely response (within 1 hour during business hours).
• Conduct discovery calls to assess shipping profiles and match solutions.
• Lead platform demonstrations (20–30 minutes) and aim for minimum 30% conversion to first shipment.
• Take full ownership of client relationships post-onboarding and drive revenue growth.
• Maintain accurate CRM records and collaborate with team via Teams.

Skills

B2B sales

Account management

English communication

Pipeline discipline

Tools

HubSpot

CRM tools (Salesforce or similar)

Job description

About the Role

Are you a relationship-driven sales professional who thrives on converting high-intent inbound leads rather than cold calling? We are looking for an Sales and Account Management Agent to join our team as an integrated extension of our Canadian inbound sales operations, working closely with our Bolton-based representatives. In this role, you will manage warm inbound leads, guide clients through platform demonstrations, convert prospects into active shipping customers, and maintain full, long-term ownership of your customer accounts post-onboarding.

Target Lead & Customer Profile

You will work primarily with warm and high-intent inbound opportunities across Canada. Our typical prospects are small-to-medium businesses (SMBs) with recurring shipping requirements.

• Business Types: E-commerce retailers, manufacturers, wholesalers, distributors, and any SMB with regular parcel or freight shipping needs.




• Decision-Makers: Business owners, founders, e-commerce or operations managers, shipping and logistics managers, or procurement/administrative contacts.




• Customer Sophistication: Varies significantly—ranging from experienced shippers with established carrier agreements to businesses new to multi-carrier platforms that require guided onboarding.




• Lead Sources: New website sign-ups, marketing and demo requests, CFIB partnership leads, inbound calls, unresolved older quotes, dormant accounts, and customers who have not yet completed a first shipment.

Key Responsibilities

• Warm Lead Management & Response: Manage an assigned pipeline of warm inbound leads (website sign-ups, demo requests, CFIB partnership leads, and inbound calls). Maintain a strict initial contact response window within one hour during business hours (Monday–Friday, 9 AM–5 PM ET).




• Discovery & Demonstrations: Conduct discovery calls to assess prospect shipping profiles, match appropriate solutions (Parcel/e-Commerce vs. LTL/Freight platforms), and lead 20–30 minute platform demos to achieve a minimum 30% conversion rate to first shipment.




• Account Retention & Growth: Take full ownership of client relationships post-onboarding without hand-offs, re-engage dormant or unconverted accounts, and meet monthly/quarterly revenue projections.




• Vetting & Compliance: Complete rigorous pre-vetting checks (duplicate records, account ownership conflicts, carrier restrictions) and elevate potential fraud or security concerns immediately.




• CRM & Collaboration: Maintain precise, up-to-date records in HubSpot, submit weekly feedback reports, and actively collaborate with the team via Microsoft Teams.

Qualifications & Requirements

Required:

• Experience: Minimum 2 years of experience in B2B sales, telesales, or business development in a customer-facing role with Account Management experience.




• Communication: Strong spoken and written English — must be able to communicate clearly and professionally with Canadian business customers via phone and email.




• Pipeline Discipline: Demonstrated ability to organize and manage a pipeline, follow a structured sales process, and maintain consistent follow-up activity.




• CRM Proficiency: Proficiency with CRM tools (HubSpot experience strongly preferred; Salesforce or similar acceptable).




• Product Demos: Comfortable conducting product demonstrations and guiding customers through platform onboarding.




• Attention to Detail: High level of accuracy and attention to detail — role involves compliance-sensitive processes, customer vetting, and documentation.




• Schedule Availability: Ability to work Canadian Eastern Time business hours (EST/EDT).

Preferred / Advantageous:

• Prior experience in freight, logistics, supply chain, or shipping technology.


• Experience with multi-carrier shipping platforms or logistics SaaS products.


• Familiarity with the Canadian SMB market or experience selling to Canadian customers.


• Background in customer success, retention, or long-term account management.