Trial Conversion Specialist

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Trial Conversion Specialist based in United States.

The Trial Conversion Specialist will own the customer journey from initial trial engagement through successful subscription conversion. This role focuses on helping prospective customers understand the value of a SaaS platform through personalized guidance, training, and support. You will manage a high-volume pipeline while building trusted relationships and identifying customer goals, challenges, and business needs. Working closely with Customer Success, Marketing, Product, and Engineering teams, you will influence product adoption and customer retention. The ideal candidate is customer-focused, commercially minded, and comfortable guiding users through a consultative buying experience. Success in this role is measured through conversion performance, customer activation, and long-term satisfaction.

Accountabilities:: The Trial Conversion Specialist will be responsible for managing customer trials, improving conversion outcomes, and delivering an exceptional customer experience throughout the evaluation process. This role requires strong communication skills, product expertise, and the ability to manage multiple customer interactions while driving measurable business results.

Manage a high-volume portfolio of trial customers by prioritizing outreach, engagement activities, and conversion opportunities.

Guide users through the complete trial experience, from initial product exploration to successful subscription activation.

Help customers understand workflows, features, and solutions that align with their business objectives and budget.

Conduct personalized product demonstrations, software tours, and training sessions to increase user confidence and adoption.

Communicate with trial customers through phone, email, and messaging channels to answer questions and maintain engagement.

Identify opportunities to increase adoption of key platform capabilities that support conversion and retention.

Build strong relationships with prospective customers by acting as a trusted advisor throughout the decision-making process.

Collaborate with Customer Success, Sales, Marketing, Product, and Engineering teams to share customer insights and improve the overall experience.

Provide feedback on customer needs, product opportunities, and potential improvements.

Track performance against key metrics including activation rates, trial-to-paid conversions, and customer retention outcomes.

Requirements:

The ideal candidate brings experience in customer-facing roles with strong communication, sales, relationship-building, and problem-solving abilities. A successful candidate will be comfortable working in a fast-paced SaaS environment and managing multiple priorities while maintaining a customer-first approach.

Experience in sales, customer success, account management, software training, or another customer-facing role.

Previous experience in inside sales, sales development, business development, or high-volume customer engagement is preferred.

Strong written and verbal communication skills with the ability to build rapport quickly.

Experience delivering software demonstrations, product walkthroughs, or customer training sessions.

Ability to understand customer goals and recommend solutions that meet their needs.

Strong organizational skills with the ability to manage multiple conversations, accounts, and priorities simultaneously.

Problem-solving mindset with the ability to identify challenges and provide practical solutions.

Experience collaborating with cross-functional teams such as Customer Success, Sales, Marketing, Product, and Engineering.

Familiarity with Salesforce or customer success management tools is preferred.

Ability to work independently while contributing effectively within a distributed team environment.

Benefits:

Competitive compensation package with on-target earnings ranging from approximately $55,000 to $65,000 USD annually, including base salary and commissions, depending on location and experience.

Flexible work options, including fully remote, hybrid, or office-based arrangements within the United States.

Comprehensive health and wellness benefits available from day one.

Annual wellness stipend to support personal health and well-being.

401(k) plan with up to 4% employer matching and immediate vesting.

Flexible and generous paid time off policy.

Employee Stock Purchase Program.

Opportunities to collaborate with global teams and grow professionally within a technology-focused environment.

Potential travel opportunities to company offices or headquarters as needed.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether?    Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.     #LI-CL1