Associate Account Executive

About OneMetric

One Metric is a fast-growing RevTech and CRM solutions company helping businesses optimize revenue operations, marketing automation, and data-driven growth. We work with leading CRM platforms and RevOps tools to deliver measurable impact across client sales and marketing ecosystems.

About the role

Sales Development & Client Success Specialist

Key Responsibilities :

Prospecting & Lead Generation

• Build and nurture a micro-pipeline through LinkedIn, outbound emails, and social engagement.
• Research accounts, identify ICP fit, and validate SDR-level intel before outreach.

Discovery & Qualification

• Conduct initial discovery/qualification calls or co-own calls with Account Executives.
• Prepare detailed MoMs, document next steps, and ensure timely follow-ups.

Sales Coordination

• Support AEs with pre-sales research, basic scoping, and pricing intel.
• Maintain familiarity with all sales collateral: decks, offerings, case studies, and pricing sheets.

Post Sales and Documentation

• Own proposals, NDAs, contracts (PandaDoc/Upwork), and payment workflows (Stripe, wire, Upwork).
• Set up Slack channels, introduce internal teams, and prepare sales-to-implementation handoff docs.

Onboarding and Early Client Success

• Coordinate client onboarding: HubSpot access, kick-off scheduling, and implementation readiness.
• Monitor client engagement in the first 30 days and proactively address risks (e.g., ghosting or unclear expectations).

Cross Functional Collaboration

• Work with SDRs, AEs, Implementation, and Leadership to maintain pipeline health and project momentum.
• Identify opportunities for cross-sells/additional service lines such as Demand Gen, PPC, or Outbound.



Desired Qualities

• Strong communication and relationship-building skills
• High attention to detail and process-first mindset
• Proactive and resourceful problem solver
• Comfortable with both outbound sales and client-facing responsibilities
• Team player with a customer-first approach
• Balanced hunter + farmer mentality