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$50,000–$60,000/yr
US

  • Triage the squad inbox and match every email and call to the right deal in CRM.
  • Prepare deals for licensed advisors by collecting property details and required documents.
  • Use AI-native tools to schedule follow-ups, track next actions, and assemble handoff packages.

CRM Communication AI Tools Sales Support Customer Service

20 jobs similar to Account Associate

Jobs ranked by similarity.

$9,600–$14,400/yr
Global

  • Provide sales support by managing lead pipelines, drafting recaps, and preparing executive briefs.
  • Own calendar and appointment management, confirming bookings and reducing no-shows.
  • Oversee AI tools and workflows, coordinate operations, and support client communication.

A founder-led paid social agency helping home-service and wellness businesses grow through Meta advertising, with full-funnel attribution and AI-powered operations. A lean, agile team that values coachability, a good attitude, and hard work, with plans to scale and launch a new VA staffing offer.

US Unlimited PTO

  • Own partner support from intake to verified resolution, including troubleshooting and configuration.
  • Handle transactional requests and automate routine work using AI tools.
  • Communicate directly with partners and internal teams, keeping everyone updated.

HIP provides automation and support for orthodontic and dental practices through its HighLevel-based CRM platform, PracticeBeacon. The company looks for proactive, detail-oriented people who thrive in a fast-paced environment and take ownership of problems.

US

  • Deliver exceptional borrower support by phone and other channels, helping customers navigate applications, payments, and account questions.
  • Navigate consumer lending with care, following compliance requirements and partnering cross-functionally to resolve issues.
  • Own customer outcomes from first contact through resolution, documenting interactions and sharing insights with product and engineering teams.

Wisetack builds transparent consumer lending products for service-based businesses like HVAC, veterinary, and auto repair shops. The company is a well-funded startup with $84M raised, backed by top VCs, and recognized as a Great Place to Work.

$34,000–$40,000/yr
Europe

  • Own the support experience for the Myner app across chat, email, social media, and reviews, leading a small team of human and AI agents.
  • Design workflows that let AI and human support agents work together, with clear escalation paths so users always reach a person.
  • Turn support conversations into actionable insights for product, engineering, marketing, and survey teams to drive the product roadmap.

Myner is building the world's first global consumer omni-panel, turning data from what people buy and think into Agentic Flywheels that deliver breakout sales growth for brands. We're a small, remote-first team by design, focused on delivery over hours, with a founder-CEO who has already built and exited a unicorn in this industry.

Global

  • Handle client calls, onboarding sessions, and discussions to understand requirements and provide practical solutions.
  • Work with CRM platforms like HubSpot, Apollo, and Aircall to support setups, integrations, and workflow improvements.
  • Explore AI tools and automation to improve efficiency, troubleshoot issues, and deliver innovative solutions.

INSIDEA is a fully remote organization delivering digital marketing and HubSpot solutions, helping brands enhance their online presence and drive measurable growth. The company is a Top 10 Elite HubSpot Solutions Partner and hires top talent from across the globe.

US

  • Manage high-volume client communication across email, SMS, phone, and CRM platforms with fast response-time targets.
  • Qualify incoming leads, prepare complete prospect profiles, and route clients to appropriate specialists for smooth handoffs.
  • Maintain accurate CRM records, support client onboarding, and coordinate engagement campaigns to ensure zero missed follow-ups.

Hire Hangar connects top talent with vetted employers, offering competitive pay and real growth opportunities. They work with fast-growing global companies and build long-term careers for their contractors.

US

  • Deliver empathetic, solution-oriented support to clinicians, clinical staff, and administrators.
  • Manage orders, resolve issues, and maintain documentation with accuracy and attention to detail.
  • Collaborate cross-functionally with Sales, Product, Lab, Billing, and Operations to ensure timely communication.

Artera is an AI startup developing medical artificial intelligence tests to personalize therapy for cancer patients on a global scale. It is a remote-first, collaborative company with a high-performance culture focused on customer success.

$60,000–$75,000/yr
US Unlimited PTO

  • Own a portfolio of accounts as the primary point of contact and run technical transitions end to end.
  • Monitor client feedback, coordinate support escalations, and maintain CRM hygiene to flag risks early.
  • Become an expert in internal tools and recommend process improvements to scale customer success.

Rad AI is transforming healthcare with AI-driven radiology solutions, saving time and improving patient care. With over $140M in funding and a $528M valuation, we are a fast-growing, collaborative team empowering physicians with cutting-edge AI.

$18,750–$22,500/yr
Europe

  • Serve as first-line partner support for onboarding, portal access, deal registration, and program policies.
  • Build and maintain AI agents, self-service resources, and dashboards to improve the partner experience.
  • Triage complex issues, ensure resolution, and recommend process improvements based on support data.

Hyland is a content services platform provider delivering enterprise intelligence and automation through its Content Innovation Cloud. With nearly 4,000 employees, it fosters an employee-centric culture that values diverse viewpoints, wellbeing, and community impact.

US Unlimited PTO

  • Provide operational and administrative support across the AI Factory sales team.
  • Track follow-ups, NDAs, deliverables, and CRM data to drive deal momentum.
  • Coordinate travel, site visits, and events for customers and partners.

Armada is a hyperscaler for the edge, delivering modular AI infrastructure from first deployment to AI factory. With nearly $500 million in funding and solutions deployed in over 60 countries, Armada is backed by leading investors including BlackRock and Microsoft.

US

  • Coach real estate agents and teams on lead conversion, CRM adoption, and sales best practices to drive growth.
  • Conduct data-driven business reviews and optimize Follow Up Boss workflows for peak performance.
  • Build scalable customer success processes and collaborate cross-functionally to shape product direction.

Partner company provides real estate CRM and growth solutions to help agents and teams improve sales performance. It is a growing, remote-first organization with an entrepreneurial and dynamic culture.

$55,000–$60,000/yr
US

  • Maintain accurate records in Salesforce and coordinate calendars, meetings, and follow-ups for Account Executives and Account Managers.
  • Prepare and issue quotes and order forms, support contract renewal, and follow up on inbound leads with Marketing.
  • Serve as first point of contact for prospects and customers, resolving routine questions and escalating when needed.

Revalize empowers manufacturing businesses with CPQ, PLM, and design solutions to better design, model, develop, and sell. Serving over 16,000 global customers, it is a portfolio company of TA Associates and Hg with an AI-forward, initiative-driven culture.

Global

  • Provide administrative support to Customer Success and Sales Operations teams in a healthcare technology company.
  • Manage scheduling, reports, CRM records, and internal follow-ups.
  • Work remotely with a set schedule of 40 hours per week, Monday-Friday.

20four7VA is a virtual assistant staffing company that connects independent contractors with clients across developed markets. They provide ongoing support, training, and a vibrant community for their contractors.

Global

  • Handle inbound sales inquiries and qualify leads to schedule consultations and follow-ups.
  • Maintain HubSpot CRM, monitor pipeline, review call recordings, and prepare proposals.
  • Work 40 hours per week as an independent contractor providing remote business support.

20four7VA connects skilled virtual assistants with clients worldwide to deliver remote services that improve business efficiency and support operational functions. The company fosters a vibrant community with free training, constant support, and guidance for its independent contractors.

USA Canada Unlimited PTO

  • Own daily operations for a Customer Support team across Phone, Email, Live Chat, and SMS, including coverage, queue health, and case quality.
  • Lead, coach, and develop Support Specialists through 1:1s, real-time coaching, and performance reviews, while serving as final escalation point.
  • Partner with leadership across Support, Product, and Engineering to improve tooling, routing, and processes, and drive team KPIs with data.

Wrapbook is an AI platform for production finance that helps teams manage payroll, spend, and accounting for film, TV, and commercials. Trusted by major studios and backed by leading investors, the company has a team of 350+.

US

  • Serve as the first point of contact for members, clients, or customers, handling inbound and outbound calls, text messages, and emails.
  • Manage case work, document interactions accurately, and ensure a positive customer experience.
  • Resolve routine issues at first contact and escalate complex issues to the appropriate team when necessary.

Five Star Solutions provides customer service and support solutions. They value diversity and are committed to cultivating a professional, diverse workforce by hiring the best people available and providing the best service possible to their customers.

Germany

  • Qualify incoming project inquiries and advance them together with the sales team.
  • Create offers, manage the opportunity-to-order process, and maintain high CRM data quality.
  • Support contract management, invoicing, and reporting while using AI tools for efficiency.

virtual7 is an IT service provider driving the digitalization of the public sector in Germany. The company offers a supportive culture with transparent communication, flexible work, and opportunities for professional development.

Latin America

  • Respond to inbound inquiries from homeowners via text and occasional phone calls.
  • Qualify prospects by asking questions and schedule qualified leads for onsite appointments.
  • Maintain accurate CRM records and follow scripts while keeping conversations customer-friendly.

The company connects homeowners with professional home services and manages sales through a customer-focused remote team. It values responsiveness, clear communication, and employee development, offering training and growth opportunities.

US 4w maternity 4w paternity

  • Provide accurate admissions information and conduct virtual interviews with prospective students.
  • Manage outreach via phone, text, and email to schedule appointments and follow up.
  • Maintain detailed records in the CRM and collaborate with campus admissions teams.

This educational institution operates multiple campuses across the United States and focuses on student recruitment and enrollment. It maintains a remote, customer-focused team with a professional and collaborative culture.

$85,000–$117,000/yr
US

  • Serve as primary relationship owner for mid-market employer customers.
  • Manage renewals and partner with Account Executives on expansion opportunities.
  • Monitor account health and leverage AI to scale workflows and optimize execution.

Lyra Health provides evidence-based mental health care for employers and health plans, serving over 20 million people. The company has published over 35 peer-reviewed studies and delivered unmatched outcomes in access and cost efficiency.