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Success Specialist

United States, Clearwater 40000.00 USD / Year · Job Posted January 07, 2026
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Job Description

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

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