Customer Success Specialist – Outbound – Contractor

Our client is transforming the home improvement industry by providing an all-in-one platform that helps contractors grow sales, protect profits, and streamline operations. Backed by top investors, they are disrupting a $600B market with innovative SaaS and financial solutions designed to support small business success in the trades.

As our client continues to grow, they are expanding their Customer Success Team and seeking a Customer Success Specialist – Outbound – Contractor to play a key role in driving customer engagement. In this position, you will proactively reach out to small business owners to ensure they are maximizing the value of the platform and provide guidance on how to integrate it into their operations. This role is ideal for a high-energy, customer-focused professional who enjoys connecting with people, problem-solving, and helping businesses succeed.
 
What YOU get to DO in this high-profile position:

• Make 40+ outbound dials per day, proactively engaging with customers.
• Establish meaningful connections through calls, emails, and other communication channels.
• Utilize Salesforce to track customer interactions and ensure ongoing engagement.
• Prepare customers for training sessions, providing context and ensuring they maximize the platform’s value.
• Gather and document customer insights to help improve onboarding and product adoption.
• Collaborate with internal teams to enhance customer experience and retention.
• Problem-solve and educate customers on best practices for integrating the platform into their business.
• Represent our client as the front-line voice, ensuring customers receive proactive and strategic support.

What you NEED to SUCCEED in this challenging role:

• Background in customer success, outbound sales, or business consulting.
• Experience using Salesforce CRM for tracking and reporting.
• Knowledge of home improvement, lending/credit, or SaaS customer support is a plus.
• Motivated & Results-Driven: You are determined to win, with a clear, strong “why” driving you.
• Exceptional Communication Skills: You can engage in consultative conversations with small business owners and understand their needs.
• Highly Organized & Detail-Oriented: You effectively track and manage customer interactions to ensure consistent engagement.
• Coachable & Fast Learner: You thrive on feedback, adapt quickly, and are constantly looking for ways to improve.
• Self-Starter & Independent Thinker: You are tenacious, goal-oriented, and capable of working autonomously.
• Problem-Solver: You are intelligent, adaptable, and articulate, able to troubleshoot and provide effective solutions.
• Customer-Obsessed: You take pride in helping customers succeed and go above and beyond to provide the best experience.

What’s in it for YOU?

• Mission-Driven Culture: Work in a company that is transforming an underserved industry.
• Competitive Pay: Be rewarded for your skills and contributions.
• Growth & Development: Gain unmatched opportunities to learn, grow, and develop in a fast-paced tech startup.
• Remote Work Flexibility: Enjoy the benefits of a remote-friendly work environment