Customer Success Associate; Sales Track

About the role

This is the first step of a structured path from Customer Success into sales. You start by owning customer success work and learning the product deeply, then move into handling inbound sales, and - on demonstrated performance - into an Account Executive role over roughly 12 to 18 months.

We are direct about this on purpose. The role is built for someone who wants a sales career and is willing to earn it by mastering the product and the customer first. Progression is based on results, not time served.

• Onboard new customers and get them running on the Opti Signs platform.
• Become an expert in the product: the software, supported displays and devices, and common deployment setups.
• Answer product and technical questions, troubleshoot issues, and resolve or route them cleanly.
• Drive adoption and retention across your accounts.
• Handle inbound questions from prospects and existing customers.
• Capture customer and product feedback for the product and sales teams.

• Phase 1 - Customer Success. Build product mastery and a track record of handling customers well.
• Phase 2 - Inbound sales. Take inbound interest and convert it, with coaching, against a clear bar.
• Phase 3 - Account Executive. Own a full sales cycle.

Movement between phases depends on meeting a defined performance bar, not on tenure. Strong performers move faster.

• You want a career in sales and see product and customer mastery as the right foundation for it.
• Competitive and self-motivated. You measure yourself by outcomes.
• Coachable. You take feedback and act on it quickly.
• A clear communicator in writing and on calls.
• Comfortable with technical products. You can learn hardware and software and explain them simply.
• Experience using AI tools as a standard part of how you work, without losing judgment.
• Steady under repetition and rejection. You hold your standards through a long ramp.
• Prior experience in a customer-facing, support, or sales role — or a record that shows the traits above.
• Ability to work from the Houston office four to five days a week is required.

• Prior SDR, inside sales, other sales, or Business Analyst experience.
• Analytical mindset.
• General IT familiarity — devices, displays, basic networking.
• Experience with SaaS, AV, or digital signage.
• A second language relevant to our European or Asian markets.

• $40–44K starting base, with earning potential that roughly doubles as you move into sales, plus performance incentives tied to your progression.
• Structured product and field training, and direct sales coaching.
• A defined path to Account Executive on a 12 to 18 month horizon for those who earn it.

• 401k
• Dental insurance

• Flexible schedule

• Health insurance
• Vision insurance
• Paid time off