Customer Success Team Lead
Treatwell
Customer Onboarding Representative
Personify
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $50,000 - $69,000 per year
Job Level
Mid-LevelSenior
About the role
- Engage trial users proactively through email, phone, chat, and live demos
- Deliver a world-class onboarding experience that makes upgrading to a paid account the natural choice
- Meet and exceed sales activity metrics and conversion goals
- Deeply understand our target market, their challenges, and how we help solve them
- Provide feedback to improve the trial experience, helping shape the future of Wild Apricot
- Play a direct role in driving Personify’s growth and revenue
- Serve as a trusted advisor during 60-day free trials, ensuring users see value quickly and stay on track with setup
- Combine customer experience, product support, and consultative sales in a front-line, revenue-influencing role
Requirements
- Customer-Facing SaaS Experience: You’ve worked in product support, onboarding, or customer success and know how to guide users through software setup and solve problems.
- Curious & Growth-Minded: Interest to grow into a sales role, motivated by goals and excited to celebrate each conversion win.
- Trusted Guide: You enjoy being the go-to person who keeps customers on track, answers questions clearly, and removes roadblocks.
- Tech-Savvy & Resourceful: Comfortable using CRMs, chat tools, email automation, and video demos. Bonus points if you know a bit of HTML/CSS.
- Clear Communicator: You can explain technical concepts simply and confidently in writing, over the phone, and on-screen shares.
- Organized & Accountable: Able to manage multiple trial accounts, follow-ups, and metrics without losing momentum.
- Optimism: Positive, collaborative, and energized by being part of a remote-first, high-performance team.
- Passion for Service: You love creating an experience where customers feel supported and empowered.
- Employment offers are contingent on successfully completing a background investigation in compliance with federal, state/province, and local laws.
