Sales and Onboarding Guide SaaS/FinTech - B2B Sales Exp Req - Remote

About the role

As a member of the sales and onboarding team, you will serve as the frontline expert helping leads understand the benefits of a suite of products. You will educate new leads on navigating the platform, achieving business goals, and deriving maximum value from expense management and travel solutions. This role blends product knowledge, problem-solving skills, and a drive to close new business to ensure an exceptional user experience across all touchpoints. You will own the sales and onboarding experience for new leads, support product deployment across businesses, and ensure the company is set up for success.

Responsibilities

• Manage account configurations for prospective customers, ensuring correct rollout of product features.
• Own a book of business of new leads, serving as the main point of contact through the sales and onboarding process.
• Serve as a subject matter expert on all products and 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 via email and scheduled calls (Zoom), building rapport and meaningful relationships with businesses.
• Collect product feedback from businesses and share it with relevant teams.
• Proactively self-educate when product updates are released.
• Manage customer business challenges and present clear, ROI-driven strategies.
• Help customers set up and manage integrations with accounting systems like NetSuite, QuickBooks, or Xero.
• Take responsibility and initiative to coordinate internally to ensure support is always covered.
• 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 the foundation for team-wide scaling.

Requirements

• 2+ years of experience in B2B sales, preferably in SaaS or tech sales (3+ preferred).
• Skilled communicator in both written and verbal formats with the ability to simplify complex sales or product details for customers and teammates.
• Comfort with 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; able to work with minimal supervision and stay on task.
• Team player mentality with a passion for helping businesses grow.
• Strong technical aptitude in software.
• Candidates must have their own laptop or desktop; noise-cancelling headphones and a second monitor are recommended.

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 working in high-performance sales teams.
• Surface knowledge of accounting practices.

Pay

$57,000/annually + uncapped commission (paid monthly).

Schedule

• Training: 7 am–6 pm CST, Monday–Friday, 5 weeks in your assigned shift time.
• Post-Training: 7 am–6 pm CST, Monday–Friday.

Benefits

• 100% remote work.
• Health, dental, and vision insurance enrollment.
• Short-term and long-term disability insurance.
• Life insurance.
• PTO.
• Yuna Health EAP.
• 401k.
• Perkspot.

Successful candidates must complete and pass a background check prior to their start date. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States.

Work Environment: A quiet, distraction-free workspace with reliable, high-speed internet (minimum 20 Mbps upload/download) is required. This role is open to military-affiliated candidates only, with specific location restrictions.