Sales and Onboarding Specialist
Job Summary
Owning the onboarding journey for new leads, the remote Sales and Onboarding Specialist will manage the full customer experience, from initial contact through deployment, while closing deals and ensuring customer success with the Expensify platform.
Key responsibilities
- Develop deep product knowledge of the Expensify platform to provide clear guidance to prospects
- Guide new leads through account configuration, policy setup, and feature adoption
- Manage communications and deliver tailored training sessions for finance 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 complex workflows to diverse audiences
- Experience with CRM tools like HubSpot and familiarity with accounting software integrations
- Proactive, self-directed working style with a focus on managing a sales pipeline
- Working knowledge of accounting practices is preferred but not required
Complete Job Description
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