We're looking for a Product Sales Specialist to help convert trial users into paying customers. You'll engage directly with small business customers and help them understand the value of Setmore and its add-ons. This role focuses on proactive outreach, consultative selling, and closing, with clear ownership of results and a direct impact on revenue while building a strong foundation in SaaS sales.
Roles and responsibilities
- Proactively engage with US-based customers who sign up for the Setmore scheduling product to understand their needs and guide them toward the right subscription and add-ons.
- Identify and qualify sales opportunities by assessing customer workflows, booking volume, and operational challenges.
- Upon identification of an expansion opportunity, deliver a pitch tailored to their business. Explain the value proposition, ROI and pricing structure.
- Conduct short product walkthroughs or demos when needed, address any objections that arise around pricing or trust. Close the deal by using a structured follow-up plan.
- Own monthly conversion, upsells, and revenue targets by managing outreach initiatives. Additionally, maintain accurate and up-to-date CRM records.
- Work closely with onboarding, support, and internal teams to share customer insights and improve activation, retention, and sales effectiveness.
Must have
- 1-4 years of experience in outbound sales roles, with prior exposure to selling to US customers from India.
- Excellent spoken English with clear, confident communication and strong telephone presence.
- A results-driven mindset with the ability to close deals and consistently meet sales targets.
- Comfortable using CRM systems to track calls, follow-ups, and deal progress.
- Willing to work in the US time zones (EST / CST / PST).
- Ability to work effectively in a fast-paced, target-oriented environment.
Good to have
- Experience in SaaS sales, especially converting freemium or trial users to paid plans.
- Prior experience selling add-ons, upgrades, or bundled services.
- Familiarity with SMB workflows and appointment-based businesses.
Performance metrics
- Daily outbound calls to signed-up users.
- Trial to paid conversion rate.
- Add-on attachment rate.
- Revenue generated per converted customer.
- Consistency in follow-ups and CRM hygiene.
About us
We are a Portland-based SaaS product company on a mission to empower businesses to work from Anywhere. Our global team of engineers, designers, testers, product experts, customer experience associates, and marketers come together to create a better way to work. Our products and services help businesses to be more productive, flexible, and scalable. Together, we can change the way the world works!