Post Sales Ops Specialist

About the role

As a Post Sales Ops Specialist at Cloudbeds, you will bridge the gap between signed contracts and successful customer outcomes. Working remotely with a global team, you will ensure newly closed customers are ready for onboarding, accelerate time‑to‑value, and proactively protect revenue through retention actions.

Key responsibilities

• Verify closed‑won details, confirm billing, access and integration readiness, and trigger onboarding kickoff scheduling.
• Run structured outreach cadences, follow up on action items, and remove blockers to drive first‑value delivery.
• Manage a defined queue of downgrade or cancellation requests, present retention options, and recommend concessions within policy.
• Communicate clearly with customers via concise emails and Loom video updates, and schedule short syncs to diagnose issues.
• Log activities, milestones and risk signals in Salesforce and DealHub, capturing critical customer data.
• Escalate complex onboarding needs to specialist teams such as Product Specialists or Onboarding leadership.
• Continuously improve playbooks and processes based on observed patterns and recurring blockers.

Required profile

• Strong attention to detail and ability to coordinate across Sales, Onboarding, Support and Account Management.
• Proactive mindset with a focus on protecting ARR and reducing churn.
• Excellent written communication skills and empathy when interacting with customers.

Required skills

• Salesforce
• DealHub
• Loom (video messaging)

What we offer

• Fully remote work environment.
• Opportunity to shape AI‑powered solutions for the hospitality industry.
• Collaborative global team and fast‑growing company culture.