Trial Conversion Specialist

EverCommerce

Trial Conversion Specialist managing customer trials for SaaS solutions at EverCommerce. Building relationships with customers and guiding them to a successful subscription conversion.

Posted 7/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $55,000 - $65,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer relationships and guiding trial users through the sales workflow, including software training and personalized demonstrations. Proficient in collaborating with cross-functional teams to advocate for customer needs and drive product adoption.

Highest-signal resume keywords

Sales ExperienceCustomer SuccessSoftware TrainingSalesforce ExperienceStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales DevelopmentBusiness DevelopmentSoftware DemonstrationCustomer EngagementProblem-Solving

Soft Skills

Building RapportCustomer-First MindsetManaging Multiple Priorities

Tools & Technologies

SalesforceCustomer Success Tooling

Industry Keywords

High-Volume PipelineTrial CustomersProduct GuidanceCustomer AdoptionCollaboration

About the role

Key responsibilities & impact

Manage a high-volume pipeline of trial customers, prioritizing outreach and engagement to maximize conversion opportunities.
Guide trial users from their first roof measurement through the complete sales workflow, including building an estimate, generating and electronically signing a contract, offering financing options, and collecting payment.
Identify customer goals, workflows, and business needs to recommend the plan that best aligns with their budget and required features.
Serve as a trusted advisor by helping customers solve challenges and achieve their desired outcomes using the software.
Communicate with trial customers via phone, email, and text to answer questions, provide product guidance, and maintain engagement throughout the trial period.
Conduct personalized software demonstrations, product tours, and general training sessions to ensure customers understand the value and capabilities of the platform.
Proactively identify opportunities to increase customer adoption of key product features that drive conversion and long-term success.
Partner with the Marketing, Product and Engineering teams, advocating for customer priorities by providing feedback and insights.

Requirements

What you’ll need

Experience in sales, customer success, account management, software training, or a related customer-facing role.
Inside sales, Sales Development (SDR), Business Development (BDR), or another high-volume, customer-facing role is strongly preferred.
Experience working collaboratively across Customer Success, Sales, Marketing, Product, and Engineering teams is preferred.
Excellent written and verbal communication skills with a customer-first mindset.
Strong presentation and software demonstration skills.
Ability to build rapport quickly and confidently guide customers through the buying process.
Comfortable managing multiple customer conversations and priorities simultaneously.
Strong problem-solving skills with the ability to identify customer needs and recommend appropriate solutions.
Salesforce and Customer Success tooling experience

Benefits

Comp & perks

Flexibility to work where/how you want within the United States – in-office, remote, or hybrid
Day 1 access to robust health and wellness benefits, including an annual wellness stipend
401k with up to a 4% match and immediate vesting
Flexible and generous (FTO) time-off
Employee Stock Purchase Program