Extensiv

Sales

• Provide creative ideas to help achieve Sales Department goals and support sales strategy implementation.
• Collaborate with marketing and sales teams to develop, expand and maintain inbound and outbound sales motions.
• Assist in sales lead database efficiencies.
• Research and evaluate competitors in our space.
• Evaluate KPI’s to help determine future sales strategies.
• Listen and compile notes on recorded sales calls.
• Assist with daily administrative duties.
• Work up to 20-25 hours per week in a fast-paced environment; hybrid attendance in office Tue-Thu.

Sales Intern

Customer Success Manager

• Proactively engage with customers in assigned book of business to ensure they are meeting their business objectives and achieving value from the Extensiv platform
• Own the renewal process for all customers, utilizing tools such as Salesforce and Outreach to manage communications, mitigate churn, and maximize revenue retention
• Analyze product usage data in tools such as Quicksight to understand where and how customers can improve adoption and increase their ROI
• Identify opportunities for upsell/expansion by having a comprehensive understanding of the customers’ workflows and evolving goals
• Act as the primary contact for escalated support issues, coordinating with internal teams to resolve technical customer challenges efficiently
• Maintain strong working knowledge of all Extensiv products, leveraging enablement resources to stay informed of all enhancements and new releases
• Collaborate with the professional services, support, and solutions architect teams to ensure customers’ technical needs are met
• Provide weekly reports to Customer Success Leadership regarding accounts, including risk analysis, renewals, and upsell metrics

Financial Planning and Analysis

• Lead the development and maintenance of comprehensive financial models to support budgeting, forecasting, and long-term strategic planning.
• Provide insightful analysis of financial results, trends, and KPIs to key stakeholders, highlighting opportunities and risks.
• Maintain and evolve existing planning tools and support future system implementations.
• Work closely with department heads to develop annual budgets and rolling forecasts; monitor actual performance against budget and provide variance analysis and actionable recommendations.
• Develop and maintain key SaaS metrics such as MRR, ARR, churn, and customer acquisition cost (CAC); create and deliver regular reports and dashboards for executive management.
• Collaborate with senior leadership to support strategic initiatives; evaluate financial impact of potential business decisions.
• Model potential acquisitions and assist in diligence.
• Report to the CFO and collaborate closely with cross-functional teams.

Finance Manager

Sales Development Rep

• Front-line development of incoming leads interested in Extensiv
• Deliver compelling value propositions and learn prospects' operations
• Create and cultivate relationships with prospects showing interest
• Generate interest with previously interested prospects via cold calling and email sequences
• Work hand in hand with Account Executives to guide prospects through the sales funnel
• Maintain and upkeep the CRM with up-to-date relevant information
• Participate in weekly Sales Meetings, Sales Development Trainings, Call Coaching Sessions, Role-Plays, and 1:1’s
• Attend weekly All-Hands & Quarterly Product Trainings to stay current with company vision and offerings
• Operate in a high-visibility area of the business focused on growth

Sales Intern

Customer Success Manager

Finance Manager

Sales Development Representative