Sales and Onboarding Guide - FinTech - Sales Exp Required! - Remote

Job Description

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps.


This is a remote role, but the following locations are excluded:
California, Colorado, Illinois, Rhode Island, Montana, North Dakota, Washington, D.C., and Washington

This role is open to military spouse candidates located OCONUS in the following locations only: Germany, Italy, and Spain (EU); Japan, Korea, and Guam; and England (UK); Hawaii, Alaska, and Guam (US).


Required: 1+ years of experience in a quota-driven, client-facing sales environment (e.g., direct sales, automotive sales, field marketing, or high-volume retail environments), plus all other noted qualifications. 



Being a member of the sales and onboarding team, you will be the frontline expert helping leads learn the benefits of a suite of products. You will educate new leads on how to navigate our platform, achieve their business goals, and derive maximum value from our expense management and travel solutions. You will blend product knowledge, problem-solving skills, and a drive to close new business to ensure an exceptional user experience across all touchpoints. You will own the sales and onboarding experience for new leads, supporting the deployment of the product across businesses, and ensuring the company is set up for success. You will be a good fit for this role if you are a proactive, sales-minded professional who thrives in a fast-paced, technology-driven environment. 

Day in the Life

    Manage account configurations for prospective customers, ensuring customers roll out product features correctly. 

    Own a book of business of new leads, being the main point of contact for leads through the sales and onboarding process 

    Serve as a subject matter expert on all products and deliver confident instructions that educate and enable new users, illustrate the benefits of certain features, communicate value effectively, and instill confidence in their account configuration. 

    Handle communications with assigned sales leads through email and scheduled calls (Zoom). 

    Bring your personality to build rapport and meaningful relationships with businesses, building connections and earning trust. 

    Collect product feedback from businesses and share it with the relevant teams 

    Be proactive in self-education when product updates are released. 

    Manage the customer's business challenges and present clear, ROI-driven strategies

    Help customers set up and manage integrations with accounting systems like NetSuite, QuickBooks, or Xero. 

    Take responsibility, initiative, and coordinate internally to ensure support is always covered. 

    Understand the product, its value, and keep up to date with evolving features/company changes  

    Conduct training sessions and Q&As with admins and decision-makers

    Help set the standard for best practices by selling new products and features successfully, providing the foundation for team-wide scaling.



#LI-Remote

Additional Qualifications/Responsibilities