Teams at Cleo

Manage onboarding, implementation, renewals, customer interactions, lifecycle processes, usage analysis, escalations, and cross-sell or upsell opportunities for enterprise software customers. Collaborate with Sales, Services, Support, and Product teams; maintain accurate customer records; develop customer success methodologies; and ensure timely follow-up throughout the customer journey.

The Sales Development Representative will prospect new accounts, initiate sales cycles, qualify prospects, and build pipeline for Account Executives through cold calling, email, social selling, and AI-powered outreach. Responsibilities include using intent data and sales intelligence tools, crafting personalized messaging, collaborating with Marketing, meeting activity and opportunity targets, and developing expertise in Cleo’s AI-driven integration platform. The role offers SaaS sales training and advancement into future sales positions.

Lead technical delivery of complex EDI, API, ERP, and B2B integrations from implementation through hypercare. Configure workflows, data mappings, APIs, security, and communication protocols; troubleshoot production issues and optimize performance. Serve as the primary technical contact for customers, lead workshops and UAT, manage escalations, and collaborate with project managers and architects. Mentor junior engineers, conduct code reviews, and promote reusable engineering practices and documentation.