Customer Success Associate (Sales Track)

Job Title

This is the first step of a structured path from Customer Success into sales. You start by owning customer success work and learning the product deeply, then move into handling inbound sales, and — on demonstrated performance — into an Account Executive role over roughly 12 to 18 months.

We are direct about this on purpose. The role is built for someone who wants a sales career and is willing to earn it by mastering the product and the customer first. Progression is based on results, not time served.

Initial Responsibilities (Customer Success)

• Onboard new customers and get them running on the OptiSigns platform.
• Become an expert in the product: the software, supported displays and devices, and common deployment setups.
• Answer product and technical questions, troubleshoot issues, and resolve or route them cleanly.
• Drive adoption and retention across your accounts.
• Handle inbound questions from prospects and existing customers.
• Capture customer and product feedback for the product and sales teams.

The Path

• Phase 1 — Customer Success. Build product mastery and a track record of handling customers well.
• Phase 2 — Inbound sales. Take inbound interest and convert it, with coaching, against a clear bar.
• Phase 3 — Account Executive. Own a full sales cycle.

Movement between phases depends on meeting a defined performance bar, not on tenure. Strong performers move faster.