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Sales
Account Manager / Representative
Saint Johns, FL
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Job Summary We are seeking a full-time Follow-Up Specialist to manage communication with our warm client database, build lasting client relationships, support retention, and convert qualified opportunities into memberships, packages, and wellness programs. This is not a customer-service-only position. It combines client relationship management, structured follow-up, CRM discipline, and sales responsibility. Duties Follow up with warm leads, former clients, current clients, and other assigned contacts by phone, text message, and email. Conduct professional sales conversations and identify the service, membership, package, or wellness program that best fits each client. Convert qualified opportunities into completed sales while maintaining a positive, consultative client experience. Schedule appointments, consultations, and follow-up conversations. Maintain accurate and complete CRM records, including notes, outcomes, next steps, and scheduled follow-up dates. Manage a high-volume daily outreach schedule while maintaining quality and professionalism. Re-engage inactive clients and support membership and package retention. Complete assigned follow-up tasks without creating unresolved backlogs. Submit required daily activity reports and weekly performance reports. Collaborate with management and the spa team to improve scripts, follow-up systems, conversion, and client retention. Required Qualifications At least two years of relevant experience in sales, inside sales, business development, client success, retention, recruiting, or another results-driven client-facing role. Previous cold-calling or high-volume outbound calling experience is required, although this position primarily works with a warm client database. Experience using a CRM system such as HubSpot, Salesforce, Pipedrive, or a comparable platform. Strong phone communication and the ability to guide a conversation toward a clear next step or sale. Comfort working in a KPI-driven environment with measurable daily and weekly expectations. Excellent organization, follow-through, documentation, and time-management skills. Professional written communication by text message and email. Reliability, accountability, coachability, and the ability to work independently in both office and remote settings. Ability to maintain client confidentiality and represent both companies professionally. Preferred Background Wellness, spa, fitness, medical office, hospitality, membership-based business, or health-related service experience. Experience selling memberships, service packages, recurring plans, or wellness programs. Experience with client reactivation, retention campaigns, or follow-up after consultations and visits. Leadership, team-lead, scheduling, or pipeline-management experience. Two-Week Evaluation Expectations Complete required onboarding and demonstrate working knowledge of the company's services, memberships, packages, and programs. Begin active outreach to assigned warm leads and clients following the approved communication process. Meet the introductory sales target assigned by management for the available lead volume and campaign. Accurately document 100% of assigned client interactions and next steps in the CRM. Submit daily activity reports and the required weekly performance summary. Demonstrate professional communication, reliability, accountability, consistent follow-through, and ability to work without constant supervision. Show clear progress in conversion, client engagement, and effective use of coaching. Please submit your resume and a brief message describing: Your experience with sales and client follow-up. Your previous cold-calling or high-volume phone experience. The CRM systems you have used. Your experience working with KPIs, sales goals, or performance reports. Your availability for a full-time hybrid schedule, Monday-Friday, 9:00 AM-6:00 PM.
Pay:
From $20.00 per hour
Benefits:
Employee discount Flexible schedule Referral program