Trial Conversion Specialist

This is a fully remote position, open to applicants in Colorado.

📋 Description

• Oversee a substantial pipeline of trial customers, focusing on outreach and engagement to enhance conversion prospects.

• Assist trial users from their initial roof measurement through the entire sales process, which includes creating an estimate, generating and electronically signing a contract, providing financing options, and processing payments.

• Understand customer objectives, workflows, and business requirements to suggest the plan that best fits their budget and necessary features.

• Act as a trusted advisor by aiding customers in overcoming challenges and achieving their desired results using the software.

• Interact with trial customers through phone, email, and text to respond to inquiries, offer product guidance, and maintain engagement during the trial phase.

• Conduct tailored software demonstrations, product tours, and general training sessions to ensure customers grasp the value and functionalities of the platform.

• Actively seek opportunities to enhance customer adoption of essential product features that promote conversion and long-term success.

• Collaborate with the Marketing, Product, and Engineering teams, advocating for customer needs by providing feedback and insights.

⛳️ Requirements

• Proven experience in sales, customer success, account management, software training, or a similar customer-facing role. Prior experience in inside sales, Sales Development (SDR), Business Development (BDR), or another high-volume, customer-oriented role is highly preferred.

• Experience working collaboratively with Customer Success, Sales, Marketing, Product, and Engineering teams is preferred.

• Exceptional written and verbal communication skills with a customer-centric approach.

• Strong skills in presentation and software demonstration.

• Ability to quickly establish rapport and confidently guide customers through the purchasing process.

• Comfortable managing multiple customer conversations and priorities concurrently.

• Strong problem-solving abilities with the capacity to identify customer needs and propose suitable solutions.

• Familiarity with Salesforce and Customer Success tools.

🏝️ Benefits

• Flexibility to work from anywhere within the United States – whether in-office, remote, or hybrid.

• Immediate access to comprehensive health and wellness benefits, including an annual wellness stipend.

• 401k plan with up to a 4% match and immediate vesting.

• Flexible and generous (FTO) time-off policy.

• Employee Stock Purchase Program.