Customer Account Specialist
Posted 3ds ago
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Job Description
Customer Account Specialist selling brightwheel’s early-education technology platform. Managing prospecting, demos, pipeline ownership, retention, and renewals.
Responsibilities:
- Engage prospective and existing customers to understand needs and recommend brightwheel solutions
- Conduct high-volume outbound outreach and discovery
- Run tailored live product demonstrations via Meets
- Own the full pipeline from lead generation and qualification through demos, closing, retention, and renewal
- Work proactively with at-risk and cancellation-risk accounts to diagnose concerns and retain customers
- Achieve monthly revenue, retention, demo, activity, and unit goals
- Use Salesforce to manage outreach, pipeline, and follow-ups
- Learn the competitive landscape and position brightwheel based on customer needs
- Review calls and demos with managers and peers to improve sales skills
Requirements:
- Experience in customer success or account management
- Experience working with frustrated customers
- Proven track record of hitting or exceeding challenging goals in a performance-visible environment with constant performance assessments
- Comfort with high-volume/high-velocity sales, including 70+ calls per day
- Experience with high phone-volume activity
- Experience working remotely
- Experience with multiple workflows
- Exceptional ability to identify customer challenges and solutions and overcome objections
- Excellent communication, organizational, time-management, and prioritization skills
- High comfort with ambiguity
- Preferred: Salesforce, Zoom, basic Excel/Sheets, startup environment, and early education experience
- Must be authorized to work in the United States
Benefits:
- Equity opportunities
- Comprehensive medical, dental, and vision coverage
- Generous paid parental leave
- Flexible PTO
- Local retirement or savings plans, such as 401(k) in the U.S.
- Pay equity commitment
- Diverse and inclusive workplace









