EverPro - Trial Conversion Specialist (Remote, US)

At EverCommerce [Nasdaq: EVCM], we are on a mission to digitally transform the service economy with tailored, end-to-end SaaS solutions that simplify and empower the lives of our 745,000+ customers. As a leading service commerce platform, our modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals in the areas of Home & Field Services, Health Services, and Wellness industries.

We are looking for a Trial Conversion Specialist responsible for managing the customer trial experience from initial engagement through conversion to a paid subscription. This role focuses on building relationships with prospective customers, providing exceptional product guidance and training, and helping customers identify the best solutions for their business needs. By partnering closely with Customer Success, Marketing, Product, and Engineering teams, this position plays a critical role in driving customer adoption, increasing trial-to-paid conversion rates, and improving long-term customer retention. 

This role includes a variable compensation plan tied to new SaaS customer conversions, rewarding individuals who consistently achieve and exceed trial-to-paid conversion goals while delivering an exceptional customer experience. 

Key Responsibilities: 

• Manage a high-volume pipeline of trial customers, prioritizing outreach and engagement to maximize conversion opportunities. 

• Guide trial users from their first roof measurement through the complete sales workflow, including building an estimate, generating and electronically signing a contract, offering financing options, and collecting payment. 

• Identify customer goals, workflows, and business needs to recommend the plan that best aligns with their budget and required features. 

• Serve as a trusted advisor by helping customers solve challenges and achieve their desired outcomes using the software. 

• Communicate with trial customers via phone, email, and text to answer questions, provide product guidance, and maintain engagement throughout the trial period. 

• Conduct personalized software demonstrations, product tours, and general training sessions to ensure customers understand the value and capabilities of the platform. 

• Proactively identify opportunities to increase customer adoption of key product features that drive conversion and long-term success. 

• Partner with the Marketing, Product and Engineering teams, advocating for customer priorities by providing feedback and insights. 

• Success in this role will be measured by key performance metrics, including new SaaS activation rate, trial-to-paid conversion rate, and 30- and 90-day customer retention. 

Qualifications: 

• Experience in sales, customer success, account management, software training, or a related customer-facing role. Inside sales, Sales Development (SDR), Business Development (BDR), or another high-volume, customer-facing role is strongly preferred. 

• Experience working collaboratively across Customer Success, Sales, Marketing, Product, and Engineering teams is preferred. 

• Excellent written and verbal communication skills with a customer-first mindset. 

• Strong presentation and software demonstration skills. 

• Ability to build rapport quickly and confidently guide customers through the buying process. 

• Comfortable managing multiple customer conversations and priorities simultaneously. 

• Strong problem-solving skills with the ability to identify customer needs and recommend appropriate solutions. 

• Salesforce and Customer Success tooling experience 

Where:

The EverCommerce team is distributed globally, with teams across multiple regions. This role can be based anywhere in the United States – if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require occasional travel to our Corporate Headquarters in Denver, Colorado, or to other office locations within the United States.

Benefits and Perks

• Flexibility to work where/how you want within the United States – in-office, remote, or hybrid

• Day 1 access to robust health and wellness benefits, including an annual wellness stipend

• 401k with up to a 4% match and immediate vesting

• Flexible and generous (FTO) time-off

• Employee Stock Purchase Program

Compensation:

The on-target earnings compensation (base + commissions) for this position is $55,000 to $65,000 USD per year in most US locations.  Final offer amounts are determined by multiple factors including location, local market variances, and candidate experience and expertise, and may vary from the amounts listed above.