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crm salesforce onboarding retention loom📋 Description
- Own post-sale handoff and onboarding readiness (billing, access, data/integrations).
- Drive momentum to first value with structured outreach and cross-team work.
- Manage a defined save/retention queue; present options and protect ARR.
- Provide clear, customer-friendly communication via emails and Loom updates.
- Maintain clean systems and actionable data; log activities in CRM.
- Coordinate experts and escalate when onboarding needs exceed standard playbooks.
🎯 Requirements
- Experience in post-sales, customer success, or revenue operations.
- Excellent written and verbal communication; schedule syncs and unblock progress.
- Experience triaging downgrade/cancel requests and running save motions.
- Strong cross-functional collaboration with Sales, Onboarding, Support, and AMs.
- Data-driven with CRM hygiene in Salesforce/DealHub; capture key data points.
- Ability to propose concessions within policy to protect ARR.
🎁 Benefits
- Remote First, Remote Always
- PTO per local labor requirements
- Monthly Wellness Fridays - extra long weekend monthly
- Full Paid Parental Leave
- Home office stipend based on country/residency
- Cloudbeds University and professional development opportunities
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