Role Description
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).
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:
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Educate new leads on how to navigate our platform, achieve their business goals, and derive maximum value from our expense management and travel solutions.
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Blend product knowledge, problem-solving skills, and a drive to close new business to ensure an exceptional user experience across all touchpoints.
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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
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Manage account configurations for prospective customers, ensuring customers roll out product features correctly.
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Own a book of business of new leads, being the main point of contact for leads through the sales and onboarding process.
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Serve as a subject matter expert on all products and deliver confident instructions that educate and enable new users.
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Handle communications with assigned sales leads through email and scheduled calls (Zoom).
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Build rapport and meaningful relationships with businesses, building connections and earning trust.
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Collect product feedback from businesses and share it with the relevant teams.
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Be proactive in self-education when product updates are released.
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Manage the customer's business challenges and present clear, ROI-driven strategies.
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Help customers set up and manage integrations with accounting systems like NetSuite, QuickBooks, or Xero.
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Take responsibility, initiative, and coordinate internally to ensure support is always covered.
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Understand the product, its value, and keep up to date with evolving features/company changes.
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Conduct training sessions and Q&As with admins and decision-makers.
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Help set the standard for best practices by selling new products and features successfully.
Qualifications
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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).
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Preferred: B2B/B2C, FinTech, SaaS.
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Skilled communicator in both written and verbal formats with the ability to simplify complex sales or product details for customers and teammates.
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Comfort with using tools such as CRMs (HubSpot), Zoom, Gong, and other digital platforms.
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Ability to learn quickly and adapt in a fast-paced environment.
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Ability to identify answers quickly and thrive under pressure.
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Team player mentality with a passion for helping businesses grow.
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Strong technical aptitude in software.
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Equipment is not provided. Candidates are required to have their own laptop or desktop. Noise-cancelling headphones and a second monitor are recommended.
Requirements
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2+ years of experience in a sales onboarding role in SaaS or FinTech solutions (preferred).
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Prior exposure to Expensify as a platform (user or advocate).
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Familiarity with commission-based structures or working in high-performance sales teams.
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Surface knowledge of accounting practices.
Benefits
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100% remote.
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Health | Dental | Vision Insurance enrollment.
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Short-Term Disability | Long-Term Disability.
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Life Insurance.
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PTO.
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Yuna Health.
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EAP.
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401k.
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Perkspot.
Position Details
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Salary: $57,000/annually + uncapped commission (paid monthly).
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Full OTE ranges from $90,000 - $100,000+/annually.
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Start Date: ASAP.
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Schedule: Training: 7 am- 6 pm CST | Monday - Friday.
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Encouraged to expense lunch up to $20/day during training.
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Post-Training: 7 am- 6 pm CST | Monday - Friday; 8 am- 7 pm EST | Monday - Friday; 3 am- 3 pm EST | Monday - Friday.
Compliance & Eligibility
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Background & Screenings: Successful candidates must complete and pass a background check prior to their start date.
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Verification: In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States.
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Work Environment: Because this is a remote work role, you must have a quiet, distraction-free work environment, reliable, high-speed internet (Min. 20 Mbps upload/download), and a dedicated and private workspace.