Account Management & Business Operations Associate

SafeAeon•Pleasanton, CA

9d•Onsite

About The Position

SafeAeon Inc. is seeking a proactive, organized, and dependable associate to support customer accounts, sales activities, marketing initiatives, and day-to-day business operations. This hands-on role involves working with customers, partners, and internal teams across multiple business functions. The associate will learn SafeAeon’s customers, services, processes, and technology environment, with cybersecurity training and industry exposure provided. As experience grows, the role will involve increasing ownership of customer accounts, processes, projects, and business activities. The position is on-site in Pleasanton, California, and involves regular interaction with customers, partners, management, sales, operations, and other internal teams. It is suited to someone who enjoys a collaborative, fast-moving environment and handling varied responsibilities. SafeAeon values curiosity, dependability, ownership, follow-through, and professional growth.

Requirements

0–3 years of professional experience.
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.
Comfort learning CRM platforms and other business software.
Professional, proactive, dependable, curious, adaptable, resourceful, and growth-oriented approach to work.
Cybersecurity experience is not required; training and industry exposure will be provided.

Nice To Haves

Bachelor’s degree in business administration, Marketing, Management, Communications, or a related discipline.
Previous experience in customer service, account management, sales support, business operations, administration, or a related area.
Recent graduates with strong internship, academic, customer-service, sales, or business experience are encouraged to apply.

Responsibilities

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, ongoing account coordination, renewals, and customer satisfaction.
Identify customer questions, concerns, or requirements and coordinate appropriate internal follow-through.
Research prospective customers, industries, target markets, and business opportunities.
Support sales prospect and account research; prepare proposals, quotations, presentations, statements of work, and other sales documents.
Maintain sales pipeline and opportunity records in the CRM and track opportunities, deadlines, next steps, and follow-ups.
Coordinate meetings and follow-ups with prospects, customers, partners, and internal sales team members.
Support marketing campaigns, customer communications, promotional activities, outreach initiatives, and preparation of marketing materials.
Coordinate company participation in conferences, trade shows, customer events, and industry events, including registrations, schedules, logistics, meetings, materials, and follow-up.
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, company documentation, and operational records.
Track deadlines, pending activities, and administrative requirements; assist management and teams with operational projects.
Help improve processes, organization, documentation, and day-to-day efficiency.
Learn SafeAeon's services and the cybersecurity industry, and gradually take ownership of customer accounts, projects, and business activities.