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

VetJobs

7d•$90,000 - $100,000•Remote

About The Position

The Sales and Onboarding Guide is a remote, customer-facing role on the sales and onboarding team. The position owns the sales and onboarding experience for new leads, helping businesses understand and adopt the company’s expense management and travel products. The Guide explains product benefits, helps customers configure accounts and integrations, supports deployment across businesses, and provides an exceptional experience throughout sales and onboarding. The role involves managing a book of new leads, communicating by email and scheduled Zoom calls, conducting training and Q&A sessions, and presenting clear, ROI-driven strategies to address business challenges. The Guide also gathers product feedback, keeps current with product updates, and coordinates internally to ensure customers receive support. The role is remote and requires a quiet, distraction-free environment, reliable high-speed internet, and a dedicated private workspace. Candidates must provide their own laptop or desktop.

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.
Strong written and verbal communication skills, including the ability to simplify complex sales or product details for customers and teammates.
Comfort using CRMs and digital tools such as HubSpot, Zoom, and Gong.
Ability to learn quickly and adapt in a fast-paced environment.
Ability to identify answers quickly and thrive under pressure.
Ability to work with minimal supervision, stay on task, and use additional time constructively without a direct manager.
Team-player mentality and passion for helping businesses grow.
Willingness to be hands-on in all aspects of the role.
Strong technical aptitude in software.
Must provide a laptop or desktop; equipment is not provided.
Must complete and 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.
Must have a quiet, distraction-free work environment, reliable high-speed internet with at least 20 Mbps upload and download, and a dedicated private workspace.

Nice To Haves

Preferred sales experience in B2B or B2C, FinTech, or SaaS.
At least 2 years of experience in a sales onboarding role in 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 help ensure product features are rolled out correctly.
Own a book of new leads and serve as their main point of contact throughout sales and onboarding.
Act as a subject matter expert on the products and educate users about features, benefits, value, and account configuration.
Communicate with assigned leads through email and scheduled calls using Zoom.
Build rapport and trusted relationships with businesses.
Collect product feedback from businesses and share it with relevant teams.
Proactively learn about product updates.
Understand customers’ business challenges and present clear, ROI-driven strategies.
Help customers set up and manage integrations with accounting systems such as NetSuite, QuickBooks, or Xero.
Take responsibility and initiative, coordinating internally to ensure support coverage.
Stay current on product value, evolving features, and company changes.
Conduct training sessions and Q&As with administrators and decision-makers.
Sell new products and features successfully and establish best practices that support team-wide scaling.