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Merchant Success Associate

ClusterBox

Today
New
Experience Level: Entry level Experience Length: 1 year

Job descriptions & requirements

ABOUT THE COMPANY

We’re quietly building something new.
At ClusterBox, we believe business tools should work together, not apart. Our team is developing a unified system that helps brands and sellers stay organized, connected, and in control.

JOB SUMMARY

Clusterbox is a mobile-first platform that helps small and mid-size businesses manage customer conversations and day-to-day orders in one simple app. As a Merchant Success Associate, you’ll walk shop-to-shop, explain the app in simple language, onboard new users on the spot, and drive their first success the same day (first message/order/booking). You’ll own a territory plan, keep clean records, and be the trusted face of Clusterbox for local merchants.

RESPONSIBILITIES

Execute daily field routes: introduce Clusterbox, deliver a 60–90s pitch, and give a short on-phone demo.Complete end-to-end onboarding on the merchant’s device (download, sign up, verify, quick setup).Drive same-day activation—guide the merchant to send their first message/log their first order before you leave.Handle objections professionally; schedule follow-ups; maintain a disciplined pipeline.Log every visit, contact, status, and next action accurately in the tracker/CRM.Capture screenshots/steps for any issues and escalate clearly to support/engineering.Share weekly territory intelligence (hot spots, best times, common objections, partner opportunities).Meet or exceed activity and activation targets (e.g., daily touches, qualified signups, activation/retention rates).Protect customer data and follow company policies (privacy, device security, acceptable use).Collaborate with the team to refine pitch scripts, onboarding checklists, and playbooks as we scale.

REQUIRED SKILLS

Customer relations, Direct sales, Business development, Social media marketing, Sales strategy, Market research, intelligence, Marketing, Product development, Customer service, Customer support, CRM systems

REQUIRED EDUCATION

Diploma, Associate's degree

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