Sales and Onboarding Specialist
Job Summary
Owning the full experience for new leads, the remote Sales and Onboarding Specialist will manage the onboarding journey, close new business, and ensure customer success with the Expensify platform across EMEA or PST/APAC timezones.
Key responsibilities
- Develop deep product knowledge to provide clear guidance to prospects on the Expensify platform
- Guide new leads through the onboarding process, including account configuration and feature adoption
- Manage communications and deliver tailored training sessions for admins and decision-makers
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 with HubSpot, Gong, and Google Drive
- Proactive, self-directed working style with comfort in managing a pipeline
- Working knowledge of accounting practices is preferred but not required
Complete Job Description
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