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Identify, qualify, and close new sales opportunities alongside Account Executives. Responsibilities include prospecting key accounts, setting discovery calls and demos, conducting select discovery calls, advancing deals, identifying expansion opportunities, supporting events and gifting programs, and sourcing sales enablement materials. The role requires strong communication, goal orientation, pipeline development, Salesforce experience, and the ability to position multiple SaaS products.

The Sales Development Representative collaborates with Account Executives and Marketing to develop territories, prospect key accounts, conduct discovery calls, generate and qualify opportunities, support deal progression, identify expansion opportunities, and close transactional business. The role also supports events, gifting programs, conference outreach, and sales enablement. This is a fully remote position focused on SaaS sales growth and pipeline generation.

Performs local SEO services for customers, including audits, keyword and performance analysis, competitive research, listings optimization, monthly reporting, and actionable recommendations. Presents insights in customer meetings and QBRs, tracks optimization actions, maintains service templates, supports Customer Success enablement, and stays current on local search trends, Google Business Profile, listings, maps, and local landing pages.

Leads SOCi’s SEO, AEO, and GEO thought leadership and visibility strategy. Develops enablement programs, playbooks, benchmarks, consulting services, and customer-facing frameworks. Partners with Product, Sales, Marketing, and Customer Success on messaging, roadmap value, client strategy, QBRs, and at-risk accounts. Produces thought leadership content, delivers training, supports SEO performance analysis, and represents the company at industry events.

Drive adoption of SOCi’s AI-powered agentic workforce across B2B SaaS customer accounts. Lead discovery sessions, workshops, webinars, and value reviews; translate AI capabilities into measurable business outcomes; help customers operationalize AI agents; identify and remove adoption barriers; and collaborate with Customer Success, Product, Sales, and Delivery teams on feedback, enablement, positioning, and repeatable adoption playbooks.

Manage the full accounts receivable cycle, including billing inquiries, customer setup, invoice delivery, collections, payment application, reconciliations, aging reports, and escalations. Maintain billing records, process credits and refunds, monitor dunning and cancellations, support bad debt activities, and provide account updates. Collaborate with Customer Success, Sales, and Finance while delivering responsive customer support and accurate reporting.

Supports Revenue Operations across Sales, Customer Success, Marketing, and related teams. Manages request queues, Salesforce reporting and data quality, customer cancellations and offboarding, operational workflows, dashboards, and process improvements. Coordinates cross-functional stakeholders, investigates data discrepancies, performs quality assurance, documents processes, and delivers reporting for leadership. The role requires advanced Salesforce reporting skills, analytical judgment, strong organization, and the ability to translate business needs into scalable operational solutions.

Manage and grow SOCi’s existing B2B customer accounts through renewals, upsells, cross-sells, contract negotiations, and executive relationship management. Build account plans, identify expansion opportunities, present ROI-driven business cases, maintain accurate forecasts, and collaborate with Customer Success, Product, Marketing, Sales, and Legal. Represent SOCi at customer events and serve as a subject matter expert on localized marketing solutions.

As a Customer Success Manager, you will manage customer relationships, enhance product adoption, mitigate churn risks, and drive revenue growth through effective communication and leadership across teams.

As an Account Executive, you'll drive new business for SOCi, engage multi-location brands, manage sales pipelines, and represent the company at industry events.