Pipeline and Client Success Manager (U.S Based Client)

Employment Type: Full-Time Employment
Work Setup: Onsite onboarding for a two to four weeks followed by a transition to a remote setup.
Work Schedule: Night Shift (Following U.S. Pacific Time Zone)
Location: Eastwood Libis Quezon City
Salary Package: 60000 PHP to 90000 PHP/Monthly

About the Client:

A forensic technology and expert services firm based in United States that helps legal teams analyze visualize and present complex evidence in court.

The Role

We are seeking a Senior Sales & Pipeline Manager to take ownership of our client acquisition pipeline management and daily sales

operations. This role is designed for a strategic sales leader and strong executorsomeone who can confidently lead scoping calls with US attorneys close high-ticket B2B deals and manage the daily accountability of our Sales team. Your primary objective is to drive revenue maintain a flawless CRM pipeline and ensure a seamless transition of closed deals over to our Production Project Managers.

Key Responsibilities

Sales Leadership & Client Acquisition

• Own the full sales lifecycle:
  • Inbound and outbound lead management
  • Lead qualification via email and phone (fluent English required)
  • Conduct and lead scoping calls with clients and internal experts
  • Define project scope based on client needs and technical feasibility
  • Take full responsibility for the final execution of contracts and retention agreements with the client.
  • Close deals and ensure successful transition to production.
    
• Act as the primary client-facing lead during the sales process
• Build trust with attorneys insurers and expert stakeholders
• Ensure accuracy in scope expectations and deliverables
  
• Pipeline & Process Management:
  • Own and manage CRM workflows (e.g. Wrike or equivalent)
  • Track all opportunities across pipeline stages:
    
    • New leads
    • Qualified opportunities
    • Proposal stage
    • Closed won / closed lost
  • Maintain clean timely and accurate documentation:
    • Client communications
    • Meeting notes
    • Next steps and follow-ups
  • Build and analyze pipeline reports:
    • Lead volume and sources
    • Conversion rates
    • Sales cycle timing
    • Revenue forecasting
  • Identify gaps and implement process improvements

Team Management & Accountability:

• Manage mentor and direct the daily activities of the Business Development (BD) and Sales team members.
• Track team performance metrics closely providing timely constructive feedback to foster continuous improvement.
• Keep direct reports strictly accountable to their daily deliverables client follow-ups and CRM data entry tasks.
• Establish clear sales processes expectations and performance standards to build a highly self-sufficient sales engine.
  

Production Coordination:

• Ensure a seamless transition and handoff from Sales to the Production/Project Management team after a deal closes.
• Align client expectations with internal production capabilities prior to closing to prevent scope creep.
• Act as the bridge between Sales and Production ensuring all stakeholders are aligned on timelines and deliverable expectations.
  

Cross-Functional Marketing Collaboration:

• Actively participate in day-to-day marketing initiatives in collaboration with the current internal team.
• Support the execution of marketing tasks (e.g. email campaigns LinkedIn outreach conference material updates) as a secondary function to help align marketing efforts with the overarching sales strategy.

Qualifications:

Required:

• Bachelors Degree (in Business Marketing or Accounting is a plus) 5 years of pure B2B sales experience specifically managing a full sales lifecycle.
• Proven experience leading client-facing scoping discussions negotiating and closing deals.
• Proven experience managing teams tracking performance providing timely constructive feedback and keeping direct reports accountable.
• Strong management skills with a track record of holding sales teams accountable to daily metrics and deliverables.
• Expertise in CRM systems pipeline tracking and revenue forecasting.
• Exceptional written and verbal English communication skills; comfortable speaking with high-level legal professionals.
• Highly organized with the ability to build and enforce Standard
• Operating Procedures (SOPs).
• Ability to manage multiple priorities in a fast-paced environment
• Ability to work independently while collaborating with remote teams

Preferred (Nice-to-Haves):

• Digital Marketing Experience: Familiarity with running or supporting marketing campaigns (email LinkedIn organic/paid Google Ads) is a strong plus.
• Experience working with U.S.-based clients particularly in the legal insurance or technical/engineering industries.
• Experience working in an agency setting or coordinating closely with technical production teams.

WHY INTELASSIST
We grow together. We value your effort. We aim to empower you.