Post-Sales Operations Specialist

Job Summary

Closing the gap between "signed" and "successful," the full-time remote Post-Sales Operations Specialist will manage the onboarding process for newly closed customers, drive momentum to first value, and handle retention efforts for downgrade and cancel requests.

Key responsibilities

• Own the post-sale handoff and ensure onboarding readiness by verifying prerequisites and coordinating kickoff schedules
• Drive momentum to first value through structured outreach, follow-ups, and internal coordination
• Triage a defined save/retention queue, presenting options to customers and documenting outcomes to protect revenue

Required qualifications

• Experience in post-sales operations, customer success, or a related field
• Proficiency in CRM systems, particularly Salesforce
• Strong organizational skills with the ability to manage multiple priorities
• Ability to communicate effectively with clients and internal teams
• Understanding of customer retention strategies and revenue protection practices