Sales and Onboarding Specialist
Job Summary
Owning the full experience for new leads, the hybrid Sales and Onboarding Specialist will guide clients through product demonstrations and onboarding processes while working remotely across various time zones.
Key responsibilities
- Develop deep knowledge of the Expensify platform and provide practical guidance to prospects
- Guide new leads through the onboarding journey, ensuring successful account configuration and feature adoption
- Manage communications with assigned leads and deliver tailored training 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 experience with tools like HubSpot, Gong, and Google Drive
- Comfort managing a pipeline and working towards sales targets
- Proactive, self-directed working style with the ability to explain technical workflows to diverse audiences
- Working knowledge of accounting practices is preferred but not required
Complete Job Description
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