Note: The job is a remote job and is open to candidates in USA. Connecteam is a TLV-based startup on a mission to improve the work experience for deskless employees. As a Customer Success Development Representative (CSDR), you will be responsible for ensuring new customers have a smooth onboarding experience and are set up for long-term success with the platform.
Responsibilities
- Proactively reach out to new paying customers via phone, email, and text to schedule their first onboarding session
- Manage your pipeline in HubSpot CRM, keeping records accurate and up to date
- Review customer details in HubSpot to understand their business, use case, and how to tailor each conversation
- Book onboarding sessions for the Customer Success onboarding team, ensuring smooth and accurate handoffs
- Follow a structured outreach and call script while confidently handling basic questions and objections
- Partner closely with the Customer Success onboarding team to share feedback, improve processes, and optimize customer handoffs
- Increase engagement with new paying customers to ensure the majority successfully connect with the onboarding team
Skills
- High motivation, strong work ethic, and a willingness to learn
- Comfort speaking with customers over the phone and building rapport
- Strong communication skills and the ability to follow a script while sounding natural and confident
- Ability to understand customer needs and explain the value of onboarding in a clear, friendly way
- Organized and detail-oriented, with the ability to manage tasks and pipeline activity in a CRM
- A quick learner who thrives in a fast-paced startup environment
- Resilience and adaptability when handling objections or unresponsive customers
- Comfortable working US business hours: Monday–Friday, remotely – MUST
Benefits
- Medical, dental, vision coverage
- Paid time off for vacation, sick days.
- 401k
Company Overview
Connecteam is a multi-functional and workforce management mobile solution for companies that manage on-the-go teams. It was founded in 2016, and is headquartered in New York, New York, USA, with a workforce of 201-500 employees. Its website is https://connecteam.com.
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