Velocify is a market-leading provider of cloud-based intelligent sales software, designed for high-velocity sales environments. Velocify helps sales teams keep pace with the speed of opportunity and increase revenue by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights.

The company has helped more than 1,500 companies across a variety of industries improve customer acquisition practices and sales performance. Velocify was recently recognized as one of the fastest growing companies in North America by Deloitte and a Best Place to Work by the Los Angeles Business Journal.

Account Specialist at Velocify

Account Specialist

Company Overview:

Velocify is one of the fastest growing software-as-a-service companies in the country, providing the market-leading solution for intelligent sales automation and cloud-based telephony. Velocify’s software is designed for high-velocity sales environments and helps sales teams be much more productive and successful by driving rapid lead response, increased selling discipline, improved productivity, and actionable selling insights.

Velocify has grown fast by hiring an exceptional team and by fostering a unique and vibrant company culture that rewards and nurtures extraordinary talent. In addition to exceptional HR benefits the company provides a well-stocked kitchen, a casual working-environment, a TV/games room, and has a thriving company-sponsored social calendar.  

Account Specialist:

As an Account Specialist, you help provide a world-class client experience for our expanding customer base. As a trusted business partner you are laser focused on a positive customer experience above everything else. This role provides a unique opportunity to join the client services group within a rapidly expanding technology company. Account Specialists use their understanding of Velocify to conduct deep troubleshooting, while consulting clients on utilizing recommended practices. Account Specialists are passionate, enthusiastic, and dedicated to creating memorable experiences to maintain customer satisfaction and retention.


  • Act as the subject matter expert for assigned clients 
  • Work/Troubleshoot escalated cases from Tier 1 or Account Managers
  • Assist clients with troubleshooting product add-ons and 3rd party integrations
  • Participate in client business reviews
  • Participate in client technical reviews
  • Mentor Tier 1 staff
  • Assist Tier 1 with day-to-day department functions
  • Work close with various departments: Tier 3, QA, Product
  • Special projects as assigned

Required Skills:

  • Excellent presentation and communication skills
  • Outstanding analytical, problem-solving, organization and multitasking skills.
  • Previous technical support experience
  • Proven ability to develop and maintain relationships
  • Customer and quality focus
  • Ability and drive to perform in a fast-paced environment
  • Ability to develop detailed product knowledge quickly
  • Strong reporting skills
  • Availability to work flexible hours


  • BA/BS in applicable field strongly preferred.


  • Three years prior customer support experience required; 3-5 years preferred

Some facts:   

  • Great Place to Work - Velocify maintains a better than 4 star rating on and was named a “Best Place to Work” in 2015, a Glassdoor Employees’ Choice Award. (Link)
  • Well-Funded and Financially Rock-Solid – Velocify is venture backed, having raised over $20M from Tier 1 VC-firms.
  • Hyper-Growth – Velocify has been recognized as one of the Fastest-Growing Private Companies on Inc. Magazine’s Distinguished “Inc. 5000″ List for 2 years running (Link) and Velocify has been a Deloitte Technology Fast 500 Company for 4 years running.  (Link)
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