Global
Remote
Mid Level
Full Time
about 1 month ago
remotepost-salesoperationscustomer successretentionCRMsalesforce
What You'll Do
- •Own the post-sale handoff and onboarding readiness
- •Verify closed-won details and ensure required prerequisites are completed (e.g., billing setup, access, data/integrations readiness)
- •Trigger outreach and coordinate scheduling to ensure onboarding kickoffs happen on time
- •Drive momentum to first value by running structured outreach, following up on action items, and removing blockers quickly
- •Coordinate internally with Sales, Onboarding, Support, and AMs to keep customers moving
- •Work a defined save/retention queue by triaging downgrade/cancel requests and running structured save motions
- •Present retention options, align on next steps and timelines, and document outcomes
- •Recommend concessions within policy and approval guidelines to protect ARR and reduce high-risk cancellations
- •Own clear, customer-friendly communication through concise, empathetic emails and Loom updates
- •Schedule short, high-impact syncs to diagnose root issues, align expectations, and unblock progress
- •Maintain clean systems and actionable data by logging activities and notes in Salesforce/DealHub
- •Capture critical customer data points such as blockers, product gaps, and implementation quality signals
- •Coordinate expert resources and escalate when needed
- •Improve the playbook by proposing improvements based on recurring patterns
Benefits
- •Remote First, Remote Always
- •PTO in accordance with local labor requirements
- •Monthly Wellness Fridays - enjoy an extra-long weekend every month
- •Fully Paid Parental Leave
- •Home office stipend based on country of residency
- •Professional development courses in Cloudbeds University
- •Access to professional development, including manager training, upskilling and knowledge transfer
About Cloudbeds
Cloudbeds’ hospitality management platform enables hotels to grow revenue, streamline operations, and deliver memorable guest experiences.
San Diego, CA, US
500 - 1000
Hospitality