Customer Success Associate
Our platform supports high-volume inspection workflows across trades, including solar, roofing, HVAC, electrical, plumbing, and pools. Our customers love Inspected because we reduce inspection cycle times, increase permit throughput, and unlock faster revenue growth while ensuring regulatory compliance.
Inspected has performed over 150,000 remote inspections to date and is positioned for rapid expansion as permitting agencies and contractors increasingly demand more efficient inspection models. To learn more about Inspected please visit Summary: The Customer Success Associate is responsible for growing the sales territory in partnership with an Account Executive by onboarding new customers, managing the customer lifecycle, coordinating sales activities, and ensuring smooth communication across internal teams and customers. This role is essential in driving efficiency, supporting revenue growth and ensuring customers get the most value out of their partnership with Inspected. Essential Functions:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Core duties and responsibilities include the following. Other duties may be assigned.
- Administratively and operationally support the management of a sales territory, including coordinating sales activities, managing inbound sales calls, and ensuring customers transition from closed sales to fully operational.
- Assist in preparing proposals, presentations, sales reports, and client needs.
- Maintain and update CRM data ensuring all inbound sales activity, customer
- Coordinate communication between internal teams (Operations, Compliance, Customer Service) to ensure timely follow-up on client requests and issues.
- Track sales metrics and generate regular reports to support sales forecasting and performance analysis
- Help manage lead distribution and follow-up processes to maximize opportunity conversion.
- Support Account Executive in preparing for client meetings and product demos
- Assist in onboarding new clients and ensuring smooth hand-off between sales and operations
- Bachelor’s degree in business, Marketing or related field preferred
- 2 plus years of experience in sales support, coordination, or administrative roles.
- Proficiency with CRM systems (HubSpot) and Microsoft Office Suite
- Excellent organizational, communication, and multitasking skills
- Ability to work collaboratively in a fast-past metrics driven environment
- Strong attention to detail, time management, and ability to meet deadlines
- Commitment to professionalism, accuracy, and continuous learning.
This position does not have any direct reports. Travel:
This position may require up to 5% of travel. Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit. The employee is occasionally required to stand and walk.
The employee may occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus. We are an Equal Opportunity Employer and value diversity at our company. We do not discriminate on the basis of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, veteran status, or any other legally protected status.
We kindly ask that third-party recruiters and agencies do not contact us regarding this role.
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