Sales and Onboarding Specialist

Job Summary

Owning the full experience for new leads, the remote Sales and Onboarding Specialist will manage onboarding, training, and support while converting qualified leads into successful customers in a hybrid sales role.

Key responsibilities

• Develop deep product knowledge and provide practical guidance on the Expensify platform
• Guide new leads through the onboarding journey, ensuring smooth deployment and feature adoption
• Manage communications with assigned leads, maintaining momentum and addressing questions proactively

Required qualifications

• 2+ years in a sales, onboarding, or hybrid sales-onboarding role, preferably in SaaS or FinTech
• Strong technical aptitude and ability to learn new tools quickly
• Experience with CRM tools such as HubSpot and familiarity with accounting practices is preferred
• Proactive, self-directed working style with comfort in managing a sales pipeline
• Exceptional written and verbal communication skills, capable of explaining technical workflows to diverse audiences