Customer Success Development Representative

About the role

As a Customer Success Development Representative (CSDR) at Connecteam, you will be the first point of contact for new paying customers after they purchase our platform. Your mission is to ensure a smooth onboarding start, understand each customer’s needs, and set the stage for long‑term success.

Key responsibilities

• Proactively reach out to new customers via phone, email, and text to schedule their first onboarding session.
• Maintain an accurate pipeline in HubSpot CRM, updating records and tracking outreach activity.
• Review customer information in HubSpot to tailor conversations to their business use case.
• Book onboarding sessions for the Customer Success onboarding team and ensure seamless handoffs.
• Follow a structured outreach script while handling basic questions and objections.
• Collaborate with the onboarding team to share feedback, improve processes, and increase engagement rates.

Required profile

• High motivation, strong work ethic, and eagerness to learn.
• Comfortable speaking with customers on the phone and building rapport.
• Excellent communication skills with the ability to follow a script naturally.
• Organized, detail‑oriented, and able to manage tasks in a CRM.
• Resilient and adaptable when facing objections or unresponsive prospects.
• No prior SaaS or sales experience required; we will train you.

Required skills

• HubSpot CRM