Client Discovery Manager - Remote

Overview

Nimbl is seeking a Client Discovery Manager to connect with leads and guide them through the initial stages of their journey, ensuring a smooth transition from sales to services.

In Short

• Qualify inbound and outbound leads using pre-set criteria.
• Conduct discovery calls to identify client needs.
• Schedule meetings with qualified prospects.
• Maintain updates in HubSpot CRM.
• Collaborate across departments for seamless onboarding.
• Follow up with leads to nurture relationships.
• Provide insights to refine lead qualification.
• Review pipeline performance weekly with the Director of Revenue Growth.

Requirements

• Commitment to helping others and providing great service.
• Strong verbal and written communication skills.
• Active listening and empathy.
• Ability to manage multiple conversations.
• Familiarity with HubSpot or willingness to learn.
• 1-3 years of experience in sales or client success preferred.
• Organized, proactive, and self-directed.
• Remote work ready with strong internet and communication skills.

Benefits

• People-first company culture.
• Autonomy and flexibility in work.
• Opportunity to help small businesses succeed.