Inside Sales, Customer Retention Specialist

Job not on LinkedIn

🕒 October 20

🏄 California – Remote

🏄 California – Remote

💵 $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

⬇️ Inside Sales

👻 Ghost score 0%

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📋 Description

• Build and maintain relationships with existing Caseload Manager customers • Conduct customer check-ins to assess satisfaction, product usage, training needs, requirements, and concerns • Support customer communications, training follow-ups, renewal reminders, and retention campaigns • Track renewals, identify retention risks, and escalate concerns when appropriate • Identify expansion opportunities across products, services, users, departments, training, and use cases • Coordinate product demonstrations, training, and customer education • Answer basic product questions and route complex technical or customer issues • Maintain accurate CRM records for customer activity, renewals, opportunities, risks, and next steps • Follow up on inbound leads and conduct outbound prospecting • Lead discovery conversations and qualify opportunities based on fit, need, timing, budget, and value • Conduct tailored product demonstrations • Progress qualified opportunities through the sales pipeline and partner with senior sales leadership on larger opportunities, proposals, pricing, negotiations, and closing • Maintain an organized sales pipeline and follow-up cadence using CRM and marketing automation tools • Partner with Sales and Marketing on retention campaigns, prospecting, messaging, demonstrations, collateral, prospect lists, and market-specific use cases

🎯 Requirements

• Early in your career in sales, customer success, account management, or business development • Interested in technology and comfortable learning a software platform in depth • Strong communicator comfortable working with customers and prospects by phone, email, and video • Thoughtful listener who asks good questions and translates customer needs into practical solutions • Comfortable learning to deliver effective software demonstrations • Highly organized and able to manage multiple customers, prospects, follow-ups, demonstrations, and opportunities simultaneously • Familiarity with mediation, dispute resolution, ombuds, HR, legal, or related professional environments is a plus

🏖️ Benefits

• Medical coverage • Dental coverage • Orthodontia coverage • Vision coverage • Student loan repayment • 401(k) retirement plan with substantial company match • Discounted pet insurance • Generous paid-time-off benefits • Structured processes, tools, product training, and ongoing coaching

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