Customer Success Development Representative (CSDR)

As a Customer Success Development Representative (CSDR) at Connecteam, you’ll play a critical role in shaping our customers’ first experience after purchase.

This is a post-sale, customer-focused role. You’ll work exclusively with new paying customers, reaching out as soon as they convert to schedule their first onboarding session with our Customer Success onboarding team. Your mission is to ensure customers get started the right way, understanding their needs, positioning the value of onboarding, and setting them up for long-term success with Connecteam.

What You’ll Do

• Proactively reach out to new paying customers via phone, email, and text to schedule their first onboarding session
• Manage your pipeline in HubSpot CRM, keeping records accurate and up to date
• Review customer details in HubSpot to understand their business, use case, and how to tailor each conversation
• Book onboarding sessions for the Customer Success onboarding team, ensuring smooth and accurate handoffs
• Follow a structured outreach and call script while confidently handling basic questions and objections
• Partner closely with the Customer Success onboarding team to share feedback, improve processes, and optimize customer handoffs
• Increase engagement with new paying customers to ensure the majority successfully connect with the onboarding team.
  

What You’ll Bring

• High motivation, strong work ethic, and a willingness to learn
• Comfort speaking with customers over the phone and building rapport
• Strong communication skills and the ability to follow a script while sounding natural and confident
• Ability to understand customer needs and explain the value of onboarding in a clear, friendly way
• Organized and detail-oriented, with the ability to manage tasks and pipeline activity in a CRM
• A quick learner who thrives in a fast-paced startup environment
• Resilience and adaptability when handling objections or unresponsive customers
• No prior SaaS or sales experience required, we’ll got you!
• Comfortable working US business hours: Monday–Friday, remotely – MUST