Demo Specialist

Job Description

Job Title: Demo Specialist – Wellness platforms

Employment Type: Part-time / Contract-Remote

Role Overview

Worked as a Demo Specialist for a SaaS-based Customer Relationship Management (CRM) platform, responsible for delivering engaging and customized product demonstrations to prospective customers. Partnered with Sales, Pre-Sales, Product, and Customer Success teams to understand customer requirements and demonstrate how the CRM solution could improve sales, marketing, customer service, and business operations.

Key Responsibilities:

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• Conducted customized product demonstrations of SaaS CRM solutions for prospective customers and business stakeholders.
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• Collaborated with Sales and Pre-Sales teams to understand prospect requirements, pain points, business processes, and desired outcomes.
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• Configured CRM demo environments with relevant data, workflows, dashboards, reports, and business scenarios.
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Demonstrated core CRM capabilities including:

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• Lead and opportunity management
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• Contact and account management
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• Sales pipeline management
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• Activity and task management
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• Workflow and process automation
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• Reporting and analytics
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• Dashboards and forecasting
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• Marketing and campaign management
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• Customer service and case management
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• Delivered role-based demonstrations for Sales Managers, Sales Representatives, Marketing Teams, Customer Service Teams, and Business Leaders.
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• Translated complex CRM functionality into easy-to-understand business benefits for both technical and non-technical audiences.
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• Created and maintained demo scripts, presentations, sample data, use cases, and proof-of-concept environments.
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