Sales and Onboarding Guide - FinTech - Sales Exp Required!

Military Spouse Corporate Career Network

6d•Remote

About The Position

The Sales and Onboarding Guide is a frontline member of the sales and onboarding team, helping prospective customers understand the benefits of expense management and travel products. The role guides new leads through the sales and onboarding process, teaches them to navigate the platform, supports product deployment across businesses, and helps customers configure their accounts to achieve business goals and get value from the products. The role owns a book of new leads and serves as their main point of contact, handling email and scheduled Zoom calls. It combines product expertise, customer education, problem-solving, relationship building, and closing new business. The Guide also helps customers manage business challenges, set up accounting integrations, and learn about product updates, while coordinating internally to ensure customers receive support. This is a remote role with geographic exclusions and specific eligible locations for OCONUS military spouses. Candidates must provide their own laptop or desktop. A quiet, private workspace and reliable high-speed internet of at least 20 Mbps upload and download are required. Noise-cancelling headphones and a second monitor are recommended. The listed salary is $57,000 annually plus uncapped commission paid monthly. Full OTE is listed as $90,000–$100,000+ annually. Training is five weeks, Monday through Friday, in the assigned shift time within 7 a.m.–6 p.m. CST. After training, schedules are Monday through Friday and follow one of the listed shift windows: 7 a.m.–6 p.m. CST, 8 a.m.–7 p.m. EST, or 3 a.m.–3 p.m. EST. The stated start date is ASAP.

Requirements

At least 1 year of experience in a quota-driven, client-facing sales environment, such as direct sales, automotive sales, field marketing, or high-volume retail.
Skilled written and verbal communication, including the ability to simplify complex sales or product details for customers and teammates.
Comfort using CRMs and digital platforms, such as HubSpot, Zoom, and Gong.
Ability to learn quickly and adapt in a fast-paced environment.
Ability to identify answers quickly and work effectively under pressure.
Ability to work with minimal supervision, stay on task, and use unstructured time constructively.
Team-oriented mindset and a passion for helping businesses grow.
Willingness to be hands-on across all aspects of the role.
Strong technical aptitude with software.
Must supply a laptop or desktop computer.
Must have a quiet, distraction-free work environment, reliable high-speed internet of at least 20 Mbps upload and download, and a dedicated private workspace.
Must pass a background check before the start date.
Must verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.

Nice To Haves

B2B or B2C experience.
FinTech or SaaS experience.
At least 2 years of experience in a sales onboarding role involving SaaS or FinTech solutions.
Prior exposure to Expensify as a user or advocate.
Familiarity with commission-based structures or high-performance sales teams.
Surface knowledge of accounting practices.
Noise-cancelling headphones and a second monitor are recommended.

Responsibilities

Manage account configurations for prospective customers and ensure product features are rolled out correctly.
Own a book of new leads and act as their main point of contact throughout sales and onboarding.
Serve as a subject matter expert on the products and educate new users about features, benefits, value, and account configuration.
Communicate with assigned sales leads through email and scheduled Zoom calls.
Build rapport and meaningful relationships with businesses, earning their trust.
Collect product feedback from businesses and share it with relevant teams.
Proactively learn about product updates and stay current with product features and company changes.
Understand customer business challenges and present clear, ROI-driven strategies.
Help customers set up and manage integrations with accounting systems such as NetSuite, QuickBooks, and Xero.
Take responsibility and initiative, coordinating internally to ensure support is covered.
Conduct training sessions and Q&As with administrators and decision-makers.
Sell new products and features successfully and help establish best practices that support team-wide scaling.