Tapcheck Benefits Overview

Conduct outbound prospecting through phone, email, and LinkedIn; research and personalize outreach to HR, payroll, operations, and finance leaders; qualify leads; schedule discovery meetings for Account Executives; maintain accurate CRM records; handle initial objections; meet activity and meeting targets; and apply coaching to improve sales performance.

Owns Tapcheck’s inbound performance marketing program, with paid search as the primary pipeline channel and LinkedIn and website CRO as secondary focuses. The role manages strategy and hands-on execution, optimizes campaigns, landing pages, bids, budgets, and targeting, and connects channel performance to qualified pipeline and revenue. Responsibilities include tracking, attribution, Salesforce reporting, bi-weekly performance reporting, funnel optimization, and collaboration with Demand Generation and RevOps.

Own a high-volume digital customer success portfolio of up to 2,000 small business accounts. Drive retention, adoption, usage, expansion, and churn reduction through data-driven account health monitoring and proactive engagement. Build scalable customer success processes, campaigns, playbooks, webinars, and self-service resources in partnership with Marketing, Product, Support, and Customer Success leadership. Maintain account data in Salesforce and related customer success platforms.