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As a Success Specialist, you will become a product expert for our Everywhere Small Business (ESB) platform. You’ll work directly with clients, analyzing their marketing campaigns and demonstrating how each element of their strategy is driving results. A key aspect of your role is responding to cancellation requests with data-driven insights to retain subscriptions and maximize client ROI. You’ll also have opportunities to upsell additional products and services.
Job Responsibility:
Lead daily team meetings and strategy sessions
Develop and implement follow-up strategies with existing clients
Achieve and exceed weekly and monthly performance metrics
Continuously educate yourself on your market and client needs
Maintain accurate CRM data, clean your pipeline, and provide weekly reports
Prevent cancellations by demonstrating ROI using data
Collaborate with teammates to support overall company success
Requirements:
Great communicator – someone who’s comfortable asking questions and sharing knowledge
Problem solver – able to think on your feet, adapting quickly while following a proven process
Self-motivated – you thrive in a fast-paced environment and stay organized without needing external motivation
Team-oriented – you work well in a collaborative setting and share best practices with colleagues
CRM & sales tools experience – familiarity with CRM platforms and other sales tools is a plus
Cancellation prevention or B2B sales experience – ideal but not required
Nice to have:
Cancellation prevention or B2B sales experience
What we offer:
Medical, Dental, Vision & Life Insurance
401K, Short- and Long-Term Disability, Accident & Critical Illness
Paid vacation time that increases with longevity
6 paid holidays (New Year’s Day, Memorial Day, 4th of July, Labor Day, Thanksgiving, and Christmas)
Free yoga on-site twice a week
Free monthly visits to a local chiropractor and more