The Account Manager Assistant is responsible for researching, compiling, and delivering high-quality client briefings that empower sales and account teams with deep, ready-to-use context. Supporting Sales Managers and individual contributors, the Account Manager Assistant significantly reduces manual prep time and enhances strategic readiness for client outreach and meetings. The assistant automatically gathers and distills information from company websites, LinkedIn profiles, client-provided materials, and industry sources. It works seamlessly with Gmail, Google Calendar, and CRM systems to spot incoming leads or scheduled meetings. When its working, it allows a Sales Assistant to review and confirm the accuracy of links and context before everything is finalized, ensuring the information you get is both relevant and precise.

Skills: Client Research & Profiling - ability to gather and verify relevant company, industry, and stakeholder data from public and internal sources | Brief Writing & Summarization - skilled at synthesizing diverse inputs into concise, actionable summaries for client meetings | CRM System Fluency - working knowledge of Salesforce, HubSpot, or similar tools for lead tracking and history logging | Attention to Detail - ensuring data accuracy, relevance, and personalization in every briefing | Calendar & Inbox Management - strong understanding of syncing schedules, reminders, and context-aware content delivery | Strategic Context Awareness - recognizing business opportunities, potential objections, or important history from research inputs | Sales Team Collaboration - coordinating with account managers to confirm target accuracy and tailor insights before outreach | Workflow Adherence - executing a repeatable, semi-automated process with reliability and consistency

Agents | Customer Service and Support Agents