Customer Success & Sales Representative

We are a SaaS platform that helps businesses manage customer conversations in one shared inbox, stay organized, and improve communication efficiency.

We are looking for a Customer Success & Sales Representative, can find potential business users, introduce the platform, run demo calls, and guide new customers through onboarding.
This role is part-time to start, with the potential to grow into a full-time position based on performance.

Responsibilities

Identify and source potential business leads

Send outreach messages and start professional conversations

Respond to new inquiries in a timely and friendly manner

Schedule and perform short demo calls (Zoom or voice call)

Guide new customers through setup and onboarding steps

Follow up with trial users to ensure successful activation

Maintain a simple lead tracking sheet to organize progress

Create short, clear screen-recorded explanations when needed

Collect user feedback and share meaningful insights with the product team

Deliverables
Daily: Lead sourcing + outreach activity
Weekly: Minimum number of demo calls completed
Weekly: Lead tracking sheet updated and maintained
Weekly: Follow-up list executed (no pending leads left uncontacted)
Monthly: Onboarded users activated and using the platform successfully
As Needed: Short tutorial videos and user feedback summaries