Manage high-volume inbound expansion requests end-to-end: consult on pricing, generate and close orders, obtain signatures, ensure contract and Salesforce data integrity, and recommend process improvements to shorten time-to-close.
The Expansion Specialist is a revenue-generating role responsible for the end-to-end execution of low-touch product expansions. The Specialist functions as an autonomous closer for transactional business, managing customer inquiries and order fulfillment with minimal involvement of an Account Manager. This role exercises independent judgment to price out solutions, apply authorized discounts, and ensure the commercial integrity of every transaction to drive deals to closure.
WHAT YOU'LL DO:
- Inbound Response: Directly manages high-volume customer inquiries regarding expansion requests. Provides consultation on pricing and contract impacts, and generates executable orders.
- Full Closing Accountability: Takes ownership of the "Closing" phase. This includes, generating order forms, obtaining signatures through docusign, and ensuring the executed order is successfully handed off to Finance for billing.
- Expansion: Executes proactive "follow-up" strategies for customers with pending orders. Identifies and addresses or escalates commercial objections to ensure no expansion revenue is left on the table.
- Revenue Integrity: Maintains contract accuracy and Salesforce data integrity for all specialist-led transactions, ensuring strict adherence to corporate guidelines.
- Process Optimization: Monitors the expansion "funnel" and proactively identifies friction points in the customer journey, recommending workflow or system improvements to the sales managers to shorten the time-to-close.
WHAT YOU'LL BRING:
- Education: High School Diploma or equivalent required; Associate’s or Bachelor’s degree in Business Administration or a related field is industry preferred.
- Professional Experience: 2–3 years of experience in Order Processing, SDR/BDR work or Inside Sales
- Technical Proficiency: Required intermediate knowledge of Salesforce (opportunity management,and reporting). Experience with CPQ is highly preferred.
- Contracting Tools: Hands-on experience with SalesForce /CPQ
- SaaS Expertise: Familiarity with the "Land and Expand" revenue model and SaaS-specific billing cycles.
- Process Improvement: Demonstrated ability to identify and communicate workflow bottlenecks.
WHAT YOU SHOULD KNOW ABOUT US:
• We are laid back but buttoned up. We offer a casual work environment and remote work flexibility and have a passion for developing creative, innovative best in class solutions that directly contribute to the success of our customers
• We care deeply and deliver service and solutions that make a real difference in the lives of our clients and their businesses
• We openly accept others as they are and build strong partnerships based on trust
• Teamwork and collaboration is key to help our colleagues and customers solve their challenges
• Our team is energetic, fun, naturally inquisitive and eager to make an impact, we invite you to join us!
LOVE WHAT YOU DO, NO MATTER WHERE YOU DO IT:
• Join our Remote-First Global Work Community: WorkWave provides an innovative and dynamic remote-first Global Work Community that encourages growth, creativity, and collaboration. No matter what stage of your career or where you live, WorkWave is your place to be part of a global company with a startup feel, where your ideas matter and your growth is a priority.
A GLOBAL COMPANY WITH A LOCAL PRESENCE:
• We know that there are benefits of being in the office and working from home. WorkWave promotes a healthy work/life balance and provides employees with the flexibility of collaborating in the office or the option to work virtually if desired. Our teams are well versed at working collaboratively in a fully virtual environment.
• Our HQ is based at our state of the art home office in the historic Bell Works complex located in Holmdel Township, New Jersey. We keep our offices available to all to use when working remotely isn’t feasible, or to help with cross training, team building and/or brainstorming.
• We have employees in over 30 states, 7 countries and many regional offices - each with their own set of perks and opportunities to give back to the local community.
• Whether you work remotely or take advantage of one of our offices, you’ll find a community of WorkWavers that value diversity, and care deeply about our products, clients, our communities and each other.
RELAX, WE'VE GOT YOU COVERED:
• Employees can expect a robust benefits package, including health and dental and 401k with company match
AND BEYOND...
• Find your perfect work/life balance with our Flexible Time Off policy or generous PTO plan (role dependent) and paid holidays
• Up to 4 weeks paid bonding leave
• Tuition reimbursement
• Robust Employee Assistance Program through TotalCare offering free counseling 24/7/365, plus financial counseling, legal guidance, adoption assistance services and much more!
• 24/7 access to virtual medical care with Teladoc
• Quarterly awards based on peer nominations
• Regional discounts and perks
• Opportunities to participate in charitable events and give back to the community
GROW WITH US:
• We understand the impact of attracting and keeping top talent and reward intellectual curiosity and a thirst for personal and professional growth
• Encouraging our employees that already have an intimate knowledge of and passion for our products to apply for other roles within our walls just makes sense!
• Our employees have access to extensive video libraries for soft skill and role specific training available 24/7 and live trainings are provided throughout the year
JOIN OUR WINNING TEAM!
• 10 Time winner of Best Place to Work in New Jersey by NJBiz!
• WorkWave has been recognized with multiple awards for its outstanding products, growth and culture, including the Inc. 5000, SaaS Award, IT World Awards, Globe Awards, Silver Stevie Award for Employer of the Year, and Best Place to Work Inc. Magazine
• Recently named one of The Software Report's 3rd annual list of the Top 100 Software Companies of 2022 (worldwide!)
We’re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, age, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status: Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At WorkWave, we are dedicated to building a diverse, inclusive and authentic workplace, so if you feel like you could make a great impact in this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. You may just be the right candidate for this or other roles!
Top Skills
Docusign
Salesforce
Salesforce Cpq (Cpq)
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