Sales and Onboarding Specialist - Remote

Overview

The Sales and Onboarding Specialist will support one of our largest fintech partners, guiding new customers through their onboarding process while driving revenue growth.

In Short

• Omnichannel support via email, chat, phone, and social media.
• Permanent contract with a Monday to Friday schedule.
• Work from home position.
• Serve as a subject matter expert for fintech solutions.
• Guide leads through onboarding and feature adoption.
• Manage sales pipeline using HubSpot CRM.
• Track sales metrics and provide feedback on customer needs.
• Execute outbound campaigns and convert inbound leads.
• Collaborate with cross-functional teams.
• Experience in a metrics-driven sales environment.

Requirements

• 2+ years of experience in sales onboarding, customer success, or related role.
• Exceptional communication skills.
• Proactive mindset with a focus on customer value.
• Strong technical aptitude and familiarity with CRM systems.
• Ability to conduct effective training sessions.
• Experience with integrations like NetSuite or QuickBooks is a plus.
• Strong organizational skills and ability to manage multiple projects.
• Analytical skills for data-driven decision-making.
• Empathetic and adaptable demeanor.
• Experience in a remote working environment.

Benefits

• Full-time position with potential for overtime.
• Competitive compensation based on experience.
• Attractive benefits package including medical, dental, and vision options.
• Access to fitness workouts from home.
• Paid Sabbatical Leave.
• Training opportunities and mentorship provided.
• Focus on company culture and core values.
• Commitment to diversity and inclusion.
• Equal opportunity workplace.
• Support for individuals with disabilities in the application process.