Trial Conversion Specialist

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

📋 Description

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

• Assist trial users from their initial roof measurement through the entire sales process, which includes creating an estimate, generating and electronically signing a contract, offering financing solutions, and securing payment.

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

• Act as a reliable advisor by helping customers overcome challenges and attain their desired results with the software.

• Interact with trial customers through phone, email, and text to address inquiries, provide product support, and maintain engagement throughout the trial phase.

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

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

• Collaborate with the Marketing, Product, and Engineering teams, representing customer interests by delivering feedback and insights.

⛳️ Requirements

• Background in sales, customer success, account management, software training, or a similar customer-facing position.

• Prior experience in inside sales, Sales Development (SDR), Business Development (BDR), or another high-volume, customer-facing role is highly preferred.

• Familiarity with collaborative work across 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 demonstrations.

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

• Comfortable managing multiple customer interactions and priorities at the same time.

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

• Experience with Salesforce and Customer Success tools.

🏝️ Benefits

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

• Immediate access to comprehensive health and wellness benefits, including an annual wellness stipend starting on Day 1.

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

• Flexible and generous Paid Time Off (FTO) policy.

• Employee Stock Purchase Program available.