Customer Account Specialist

brightwheel

. Engage prospective and existing customers to understand needs and recommend brightwheel solutions .

Posted 9/17/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success and account management, with a strong ability to engage customers, conduct high-volume outreach, and manage sales pipelines effectively. Proficient in using Salesforce and skilled in delivering tailored product demonstrations to meet customer needs.

Highest-signal resume keywords

Customer Success ExperienceSalesforce ProficiencyHigh-Volume Sales ActivityExcellent Communication SkillsGoal Achievement Track Record

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lead GenerationPipeline ManagementProduct DemonstrationCustomer RetentionObjection Handling

Soft Skills

Organizational SkillsTime ManagementPrioritization SkillsProblem-Solving SkillsAdaptability

Tools & Technologies

SalesforceZoomExcelGoogle Sheets

Industry Keywords

Customer EngagementOutbound OutreachPerformance AssessmentRemote WorkEarly Education

About the role

Key responsibilities & impact

Engage prospective and existing customers to understand needs and recommend brightwheel solutions
Conduct high-volume outbound outreach and discovery
Run tailored live product demonstrations via Meets
Own the full pipeline from lead generation and qualification through demos, closing, retention, and renewal
Work proactively with at-risk and cancellation-risk accounts to diagnose concerns and retain customers
Achieve monthly revenue, retention, demo, activity, and unit goals
Use Salesforce to manage outreach, pipeline, and follow-ups
Learn the competitive landscape and position brightwheel based on customer needs
Review calls and demos with managers and peers to improve sales skills

Requirements

What you’ll need

Experience in customer success or account management
Experience working with frustrated customers
Proven track record of hitting or exceeding challenging goals in a performance-visible environment with constant performance assessments
Comfort with high-volume/high-velocity sales, including 70+ calls per day
Experience with high phone-volume activity
Experience working remotely
Experience with multiple workflows
Exceptional ability to identify customer challenges and solutions and overcome objections
Excellent communication, organizational, time-management, and prioritization skills
High comfort with ambiguity
Preferred: Salesforce, Zoom, basic Excel/Sheets, startup environment, and early education experience
Must be authorized to work in the United States

Benefits

Comp & perks

Equity opportunities
Comprehensive medical, dental, and vision coverage
Generous paid parental leave
Flexible PTO
Local retirement or savings plans, such as 401(k) in the U.S.
Pay equity commitment
Diverse and inclusive workplace