Expansion Specialist

WorkWave

1d • $48,000 - $62,000 • Remote

About The Position

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.

Requirements

• 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.

Responsibilities

• 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.

Benefits

• Employees can expect a robust benefits package, including health and dental and 401k with company match
• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED