Generates and qualifies prospective customers through outbound calls, emails, and inbound lead management. Schedules qualified meetings, maintains accurate CRM records, supports sales handoffs, learns industry and competitive messaging, and contributes to pipeline and lead-generation goals. The role also assists with regional industry speaking engagements and requires strong communication, organization, persistence, and collaboration skills.

Provide first-line and advanced support for Clubessential products (accounting, payments, membership, reporting, hardware integrations). Troubleshoot payment and device issues, document interactions in CRM, escalate when needed, monitor client health, promote product adoption, and collaborate with product and internal teams to resolve multi-system issues and improve retention.