Versatile Inbound/Outbound Sales Representative and Success Team Agent specializing in the end-to-end lifecycle of business partnerships. Expertly manages both Pre-Sales acquisition and Post-Sales account management to ensure a seamless experience for business owners. Dedicated to identifying high-quality professionals through a rigorous selection process and maintaining those relationships to drive long-term community impact and customer satisfaction.
Core Experience: Pre & Post-Sales Account Management
Full-Cycle Relationship Management: Transitioning seamlessly from initial outbound discovery to active account success, serving as the consistent point of contact for business partners
Success-Driven Onboarding: Leading the post-sale phase by ensuring new partners are successfully integrated into the platform and understand the standards of our hand-picked selection process
Proactive Account Retention: Monitoring the health of active accounts within the Success Team framework, addressing partner needs before they escalate into friction points
Strategic Re-engagement: Identifying and resolving obstacles for inactive or "Abandoner" accounts to bring qualified professionals back into the active network
Quality Assurance & Alignment: Verifying that all partners continue to meet the objective qualification standards required to maintain the integrity of our recommendations
Competency Requirement
1+ years of inbound and/or outbound sales or telesales experience, preferably remote
Strong verbal and written communication skills
Attention to detail and ability to multitask
Comfortable with CRM and remote collaboration tools (MS Office, Google Workspace, Salesforce, ZenDesk)
Key Professional Competencies
Consultative Sales: Engaging with business owners to understand their objectives and demonstrating the value of being featured as a top-tier local professional
Account Growth: Identifying opportunities for partners to expand their reach or adopt additional services that align with their business goals
Problem-Solving: Identifying friction in the account lifecycle and proactively implementing resolutions to ensure partner success
Operational Alignment: Working closely with the Outbound Sales Team Lead to hit monthly initiatives and maintain high-touch service levels
Who We Are
At Expertise, we strive to support the best providers in their efforts to serve their local communities. We stand behind every recommendation and we celebrate every happy customer. With over 400,000 providers across more than 200 different industries, we dive deep into figuring out what makes each provider the best in their area of expertise and how to help the reader find the right professional for them. We’re a small and mighty team recently acquired by Marketplace Inc. (ForbesAdvisor). Since 2016 we have built a website that services over 9 million annual visitors and connects them with thousands of local professionals.
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