Sales and Onboarding Specialist
Job Summary
Owning the full experience for new leads, the remote Sales and Onboarding Specialist will guide clients through product demonstrations, onboarding processes, and ensure successful adoption of the Expensify platform while managing their sales pipeline.
Key responsibilities
- Develop deep product knowledge and provide clear guidance to prospects on the Expensify platform
- Guide new leads through the onboarding journey, including account configuration and feature adoption
- Manage communications with leads, delivering tailored training and Q&A sessions for finance teams
Required qualifications
- 2+ years in a sales, onboarding, or hybrid sales-onboarding role, preferably in SaaS or FinTech
- Strong technical aptitude and ability to explain workflows to diverse audiences
- Experience managing a sales pipeline and working towards targets
- Familiarity with tools like HubSpot, Gong, and Google Drive
- Proactive and self-directed working style
Complete Job Description
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