Sales & Account Management Support Specialist (Remote)

**Location**: Remote

**Employment Type**: Part-Time (with potential to grow into Full-Time)

**Experience Required**: Minimum 3 years in sales support, account management, or client services

**About the Role**:
Radar Hire is seeking a proactive and detail-driven **Sales & Account Management Support Specialist** to support a marketing and analytics firm that specializes in helping private medical practices grow. The company has worked with a wide range of medical specialties to generate measurable marketing results since 2011. This role offers the unique opportunity to work closely with the company’s Managing Director and CEO—acting as a critical liaison between leadership and the production team.

You’ll support sales operations, client relationship management, reporting, and project coordination across marketing campaigns. This is a high-impact role for someone who thrives in fast-paced environments, loves working with data, and enjoys being part of a tight-knit, mission-driven team.

**Key Responsibilities**

**Client Success & Relationship Management**
- Lead client onboarding experiences, ensuring smooth transitions from sales to implementation
- Attend strategy meetings to capture client objectives and translate them into actionable plans
- Proactively manage client requests, creating clear task assignments and communicating completion status
- Take ownership of client retention metrics and contribute to account growth
- Handle day-to-day client communications while escalating strategic decisions appropriately

**Data Analysis & Reporting**
- Gather data from HubSpot, Google Analytics, Microsoft Clarity, and Meta Ads Platform
- Build and maintain client-facing reports that tell clear stories with complex data
- Ensure dashboards remain accurate and reflect real-time campaign performance
- Transform raw data into actionable insights that clients can understand and act upon
- Proactively prepare data summaries to eliminate last-minute “go find this” requests
- Navigate advanced Excel/Google Sheets functions to extract meaningful patterns and trends

**Project Coordination (Wrike)**
- Create and manage Wrike tickets based on client requests and sales communications
- Customize Wrike blueprints for new project launches
- Participate in daily 8:30 AM production coordination calls
- Deliver weekly production status updates to stakeholders and clients
- Monitor project timelines and proactively communicate potential delays or issues
- Maintain organized project documentation to reduce unnecessary team questions

**Sales Support & Meeting Prep**
- Prepare comprehensive pre-call materials for new business and client meetings
- Review previous call notes and organize relevant background information
- Create meeting checklists to ensure all necessary data and materials are ready
- Manage post-call action items and track completion through to resolution
- Support contract processes through DocuSign and maintain accurate records
- Schedule and confirm client meetings across multiple stakeholders

**Required Skills & Qualifications**
- **3+ years** in sales support, account management, or client services roles
- **HubSpot CRM expertise**: Deal creation, custom properties, pipeline management, and reporting
- **Advanced Excel/Google Sheets**: Pivot tables, VLOOKUP, complex formulas, and data visualization
- **Project Management**: Proven experience with Wrike )
- **Marketing Analytics**: Working knowledge of Google Analytics, Microsoft Clarity, and Meta Ads Manager
- **Data storytelling**: Ability to simplify complex metrics into clear client communications
- **Client retention experience**: Track record of maintaining accounts and identifying growth opportunities
- **Excellent communication**: Strong written and verbal English skills with professional presence

**Technical Requirements**
- Proficient in HubSpot CRM, Google Analytics, Microsoft Clarity, Meta Ads Platform
- Experience with Wrike project management system
- Comfortable with DocuSign and digital contract workflows
- Ability to learn new platforms quickly and become the team expert

**Personal Attributes**
- **Proactive problem-solver**: You anticipate needs before they become urgent requests
- **Detail-obsessed**: Nothing slips through the cracks on your watch
- **Client-focused**: You genuinely care about delivering exceptional experiences
- **Comfortable with ambiguity**: You can create structure where none exists
- **Team player**: You communicate clearly and support colleagues across departments
- **Self-directed**: You manage your time effectively with mínimal supervision

**Working Hours**
- **Part-Time to start**, with the potential to transition to **Full-Time**:

- Preferably aligned with U.S. business hours
- Must be available for daily 8:30 AM production calls (U.S. Eastern Time)

**Why Join**
- Direct access to results-driven, growth-oriented entrepreneurs
- Clear expectations and goals with opportunity to make an immediate impact
- Work w