Trial Conversion Specialist

🕒 July 23

🇺🇸 United States – Remote

💵 $55k - $65k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📈 Performance Marketing

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EverCommerce

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2016

🏥 Healthcare

💼 Consulting

📦 Logistics

💰 Private Equity Round on 2019-07

Healthcare • Consulting • Logistics

EverCommerce is the leading service commerce platform, providing vertically-tailored, integrated SaaS solutions to over 500,000 global service-based businesses. Established in 2016, EverCommerce offers software solutions that help businesses market their services, streamline day-to-day operations, and enhance customer engagement. The company specializes in powering the service economy with digital transformation across multiple industries, including Home & Field Services, Health Services, and Fitness & Wellness. EverCommerce's technology aims to accelerate growth, improve operations, and increase retention for small and medium-sized businesses, transforming the way they interact with customers through modern digital and mobile applications.

📋 Description

• 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

• 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

• 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