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Customer Account Management
Own a portfolio of customer accounts, engaging at various stages in their lifecycle, from initial chatbot implementation to years into their use. Oversee Professional Services engagements to ensure successful chatbot outcomes and overall customer success.
Regular Client Engagement
Lead bi-weekly or monthly meetings with customers to discuss goals, confirm strategies, set priorities, present bot flow designs, and review performance. Offer expert insights on Conversational Marketing best practices to refine initiatives and ensure consistent progress.
Customer Research and Brand Alignment
Conduct research on each customer’s products, industry, and web presence. Review key marketing resources such as ICPs and sales assets to understand their audience and goals, then develop bot personas and messaging that align with their brand voice and guidelines.
Bot Flow Design and Personalization
Design detailed bot flows in Microsoft Word using conversational design templates. Tailor flows by buyer intent (using tools like Lift AI) and page type (e.g., home, pricing, product, demo, contact us), and create custom experiences for targeted accounts, industries, and return visitors.
Chatbot Configuration and Feature Utilization
Configure bot flows, targeting parameters, and settings in leading chat platforms like Drift, Intercom, and HubSpot. Test and experiment with new use cases, features, and AI chatbot functionalities to enhance user experience.
User Testing and Quality Assurance
Conduct user testing to ensure each bot flow delivers an optimal user experience, is free of grammatical errors, and aligns with the customer’s goals.
Account Management: 2 years of experience in client-facing roles, managing multiple accounts and shifting priorities in a fast-paced, deadline-driven environment.
Communication Skills: Skilled in Chatbot Conversational Design, digital writing, presentations, and feedback.
Technical Proficiency: Proficient in Conversational Marketing tools (Drift, Intercom, HubSpot), MS Office, Google Slides, and collaboration tools (Gmail, Google Drive, Zoom, Slack).
Team Player: Self-motivated, adaptable, and effective in multitasking.
Organizational Skills: Strong time management, organization, and project planning abilities.
Certifications: Drift Certification in Conversational Marketing, Conversational Sales, and Playbook Basics is a plus.
How to Apply
All applicants must have legal permission to work in Canada and require a valid Work Permit and Social Insurance Number.
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