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

This role is open to Veterans, transitioning military, National Guard and Reserve members, military spouses, Wounded Warriors, and their caregivers. Remote work is available except in California, Colorado, Illinois, Rhode Island, Montana, North Dakota, Washington, D.C., and Washington state. Military spouses located OCONUS may apply from Germany, Italy, Spain (EU); Japan, Korea, Guam; England (UK); Hawaii, Alaska, and Guam (US). Requisition ID: 485940BR.

About the role

As a member of the sales and onboarding team, you will be the frontline expert helping leads learn the benefits of our product suite. You will educate new leads on navigating the platform, achieving their business goals, and deriving maximum value from our expense management and travel solutions. You will own the sales and onboarding experience for new leads, supporting product deployment across businesses and ensuring customers are set up for success. This role suits a proactive, sales-minded professional who thrives in a fast-paced, technology-driven environment.

Responsibilities

• Manage account configurations for prospective customers, ensuring correct rollout of product features.
• Own a book of business of new leads as the main point of contact through the sales and onboarding process.
• Serve as a subject matter expert on all products; deliver confident instructions that educate and enable new users, illustrate feature benefits, communicate value effectively, and instill confidence in account configuration.
• Handle communications with assigned sales leads through email and scheduled Zoom calls.
• Build rapport and meaningful relationships with businesses to earn trust.
• Collect product feedback from businesses and share it with relevant teams.
• Proactively self-educate when product updates are released.
• Manage 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; coordinate internally to ensure support coverage.
• Maintain up-to-date product knowledge and stay current with evolving features and company changes.
• Conduct training sessions and Q&As with admins and decision-makers.
• Help set the standard for best practices by successfully selling new products and features, providing a foundation for team-wide scaling.

Requirements

• 1+ years of experience in a quota-driven, client-facing sales environment (e.g., direct sales, automotive sales, field marketing, or high-volume retail).
• Skilled communicator in both written and verbal formats, able to simplify complex sales or product details for customers and teammates.
• Comfort using tools such as CRMs (HubSpot), Zoom, Gong, and other digital platforms.
• Ability to learn quickly and adapt in a fast-paced environment.
• Ability to identify answers quickly and thrive under pressure.
• Self-directed: thrive with minimal supervision, stay on task, and find constructive ways to fill extra time.
• Team player mentality with a passion for helping businesses grow.
• Hands-on inclination across all aspects of the role.
• Strong technical aptitude in software.
• Must provide own laptop or desktop; noise-cancelling headphones and a second monitor are recommended.
• High school diploma or GED required.

Preferred qualifications

• 2+ years of experience in a sales onboarding role in SaaS or FinTech solutions.
• Prior exposure to Expensify as a platform (user or advocate).
• Familiarity with commission-based structures or high-performance sales teams.
• Surface knowledge of accounting practices.
• B2B/B2C, FinTech, or SaaS background.

Pay

Base salary: $57,000 annually + uncapped commission (paid monthly). Full on-target earnings (OTE) range from $90,000 to $100,000+ annually.

Schedule

• Training (5 weeks): 7:00 am – 6:00 pm CST, Monday – Friday. Lunch expensed up to $20/day during training.
• Post-training shifts (choose one):
  • 7:00 am – 6:00 pm CST, Monday – Friday
  • 8:00 am – 7:00 pm EST, Monday – Friday
  • 3:00 am – 3:00 pm EST, Monday – Friday

Benefits

• 100% remote work
• Health, dental, and vision insurance enrollment
• Short-term and long-term disability
• Life insurance
• Paid time off (PTO)
• Yuna Health EAP
• 401(k)
• Perkspot discounts

Work environment

• Quiet, distraction-free workspace
• Reliable high-speed internet (minimum 20 Mbps upload/download)
• Dedicated private workspace enabling independent, uninterrupted work

Compliance & eligibility

• Successful candidates must complete and pass a background check prior to start date.
• All hires must verify identity and eligibility to work in the United States and complete the required employment eligibility verification form upon hire.