Trial Experience Specialist - Sales
Engage and nurture SaaS prospects pre-trial via demos, Zoom consultations, and multi-channel support to drive conversions to paid customers. Requires technical aptitude, communication skills, and bachelor's degree or equivalent SaaS experience.
About the job
Who You Are
You impact the experience of SaaS prospects at the start of their customer journey, sparking interest and guiding them toward HighLevel's value before trial. You run demos, answer questions, and inspire next steps in a dynamic, performance-based environment.
What You'll Be Doing
- Identify, engage and nurture new customer relationships
- Align solutions to the customer’s goals, needs and objectives
- Develop strong rapport with a pipeline of new business customers through inbound customer engagement that drives maximum trial conversion
- Learn, understand, and be able to articulate and showcase the Value Proposition (i.e. Capture, Nurture, Close) of the HighLevel platform to impact trial to paid metrics
- Conduct consultative trial engagement efforts for HighLevel’s sales process (via Zoom)
- Engage through additional communication channels such as phone, SMS, email, ticketed & live Zoom support driving them to the best trial experience for their business with the end goal to get them to become a paying client
- Collaborate with customers and cross-functional teams to identify compelling solutions
- Exercise judgment in developing and implementing methods and techniques to obtain desired results while following industry best practices
- Provide technical support to customers, if needed (during trial period, the more engagement opportunities, the more opportunities for conversions)
- Other duties may be assigned and/or modified as business needs dictate
What You'll Bring
- Bachelor’s Degree or equivalent SaaS experience is strongly preferred
- 0-2 Years of previous customer service experience or a relevant role - even better if you’ve been in a Sales Development or Technical Sales role
- A strong technical aptitude to help our users succeed with the HighLevel software
- Experience with technical documentation and presentation skills preferred
- Working knowledge of topics such as CRM, Marketing Automation tools, Social Media Management, Social Media Advertising, Website/Funnel Building, and SEO
- Experience working with and or ability to learn the use of various CRM platforms and communication systems
- Working knowledge of the following applications strongly preferred: Google Suite, Zoom, Slack, Facebook, Instagram, LinkedIn and other social media
- Strong time management, organizational skills and interpersonal communication skills, both verbal and written
- Self-motivated to maintain regular contact with customers, management, and peers
- You can translate technical ideas for non-technical audiences
- Demonstrable critical thinking, communication, and creative problem-solving skills
- Ability to learn new complex software platforms quickly
- Self-starter, positive attitude, ability to continuously develop and adapt to a growing team
- Highly organized to manage and prioritize several different responsibilities at any given time
Skills
CRM, Marketing Automation, Zoom, Slack, Google Workspace, Social Media Management, SEO, Website/Funnel Building, Salesforce, HubSpot
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