About the role
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About
the Role 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! #LI-Hybrid Joining Connecteam Is The Smart Move: We build our people up. Every team member is treated as a long-term investment and we recognize the value in always nurturing and training them so they can go above and beyond in their skills and job duties. We make an impact on our customer’s business. We are on a mission to provide managers of all business types and sizes with the tools they need to communicate, operate, engage, and run their deskless workforce. Our product offers them an effective and affordable solution to run their business. We get the job done. Connecteam employees are passionate in executing their job duties so they can drive the company forward and provide real value to our customers. We have fun! From weekly happy hours to holiday parties, we always enjoy each other’s company (and good food, of course). Connecteam is like one big, happy family! Everyone is welcome. Connecteam is committed to building an encouraging, caring, and supportive environment. We share a responsibility to support our team and enrich their lives. Together we will shape the future of work! Our privacy policy All open positions Start for Free Book a demo Contact Sales Send a message Login Follow us Product Employee Time Clock NFC Time Tracking Employee Scheduling Checklists & Forms Task Management Updates Chat Help Desk Surveys Knowledge Base Recognition & Rewards Documents Training Hiring & Onboarding Employee Directory Platform New AI powered New Earned Wage Access New Integrations Trust Center Solutions Time Management Operations Management Employee Onboarding Health & Safety Employee Engagement Company Intranet Compliance Enterprise Small Business Industries Construction F&B Cleaning Healthcare Retail Field Services All Industries Company Pricing Free Trial Customer Stories