Account Management & Business Operations Associate

About SafeAeon

SafeAeon is a growing cybersecurity company.

About the Role

SafeAeon is seeking a proactive, organized, and dependable Account Management & Business Operations Associate to support customer accounts, sales activities, marketing initiatives, and day-to-day business operations. This is a hands-on role for someone who enjoys working with people, staying organized, solving problems, and ensuring important tasks are completed. You will initially support multiple business functions while developing a strong understanding of SafeAeon's customers and operations. As you gain experience, you will be expected to take increasing ownership of customer accounts, processes, projects, and business activities.

Key Responsibilities

• Account Management & Customer Support

• Coordinate with customers, partners, and internal teams, maintaining professional and timely communication.

• Manage customer follow-ups and ensure commitments and action items are completed.

• Maintain accurate CRM records and account information.

• Track customer activities, requirements, deadlines, and pending actions.

• Support customer onboarding and ongoing account coordination.

• Assist with customer renewals and related follow-up activities.

• Help maintain strong customer relationships and a high level of customer satisfaction.

• Identify customers’ questions, concerns, or requirements and coordinate internally for appropriate follow-through.

• Sales & Business Development Support

• Research prospective customers, industries, target markets, and potential business opportunities.

• Support the sales team with prospect and account research.

• Assist in preparing proposals, quotations, presentations, statements of work, and other sales documents.

• Maintain accurate sales pipeline and opportunity records in the CRM.

• Track opportunities, deadlines, next steps, and follow-up activities.

• Coordinate meetings and follow-ups with prospects, customers, partners, and internal sales team members.

• Help ensure sales opportunities continue progressing and important activities are completed on time.

• Marketing, Outreach & Events

• Support marketing campaigns, customer communications, promotional activities, and business outreach initiatives.

• Assist with the preparation and coordination of marketing materials.

• Support company participation in conferences, trade shows, customer events, and industry events.

• Coordinate event registrations, schedules, logistics, meetings, and related materials.

• Assist with pre-event and post-event follow-up activities.

• Support other marketing and business-development initiatives as required.

• Business Operations & Administration

• Coordinate internal and external meetings and maintain schedules when required.

• Support internal business communications and coordination between teams.

• Assist with occasional travel arrangements and related logistics.

• Assist with insurance paperwork, business records, and other company documentation.

• Organize and maintain business documents and operational records.

• Track deadlines, pending activities, and administrative requirements.

• Assist management and other teams with operational projects as required.

• Help improve processes, organization, documentation, and day-to-day efficiency as the company grows.

Qualifications

• 0–3 years of professional experience.
• Bachelor’s degree in business administration, Marketing, Management, Communications, or a related discipline preferred.
• Previous experience in customer service, account management, sales support, business operations, administration, or a related area is an advantage.
• Strong verbal and written communication skills.
• Strong organizational and time-management skills.
• Ability to manage multiple responsibilities and priorities.
• Strong attention to detail and follow-through.
• Basic proficiency with Microsoft Office or Google Workspace.
• Comfortable learning CRM platforms and other business software.
• Cybersecurity experience is not required; training and industry exposure will be provided.

Work Environment

This is an on-site position in Pleasanton, California. The role involves regular interaction with customers, partners, management, sales, operations, and other internal teams. The position is best suited for someone who enjoys a collaborative, fast-moving environment and is comfortable handling a variety of responsibilities.