Upsell Opportunity Review (Salesforce)

About this task

This Series A analytics software company for law firms (51–200 employees) is looking for a senior Account Manager for a single piece of work with a fixed scope and a fixed price. Which customers could buy more, and what to offer.

A fresh pair of experienced eyes is needed, and the result is a document or file the team can use straight away. The company sells subscription software, so deadlines follow release and billing cycles.

The team sits in Longview. Everything can be done remotely; an occasional visit is welcome and never required for the first month. Most people do this on weekday evenings; replies inside the working day are not expected. About 2 hours a week should overlap with the team's day (PT).

What you deliver

• Review 80 accounts for upsell fit and rank the top 15 with a suggested offer.
• A final note stating what was checked and what was left out of scope
• One round of edits after the company's review is included
• The finished deliverable in the agreed file format, with sources and assumptions listed

How the work runs

• Day 1: kickoff call and access to the files
• Days 2 to 4: the work, with questions answered the same day
• Last day: delivery and a short walkthrough

Duration: about 10 working days. Accepted on the company's written OK. If something is missed, you fix it in the same week at no extra charge to either side.

Tools

How you get paid

• The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
• Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
• You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
• You never chase the company. Questions about money go to Deftridge.

What happens after you say you're interested

1. Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
2. You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
3. With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
4. StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.

What the company sees about you

First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.

How this rate compares

The midpoint of this range, $69 an hour, is below the median senior Account Manager rate in Washington ($85). The shaded band is the 25th to 75th percentile of the market.

All Account Manager jobs in United States · Account Manager rates in Washington · Operations & Assistance jobs

Questions about pay and privacy

The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.