Merchant Success Associate

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.

• 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.