Sales and Onboarding Specialist | Hybrid

Partner Hero Philippines Corporation; Metro Manila; Híbrido; PHP 600.000 - 900.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid workplace

Competitive compensation

Medical, dental, and vision benefits

Free posture-based workouts

Training opportunities

1-on-1 coaching and cross-functional发展

Descripción de la vacante

Crescendo is seeking a Sales and Onboarding Specialist to support our APAC fintech partner. You will guide new customers from onboarding through training, drive revenue growth, and manage outbound and inbound opportunities.

You will collaborate across functions, ensure successful deployments, and meet ARR/MRR targets while delivering world-class service in a remote-friendly setup. The role requires 2+ years in SaaS/fintech, strong English communication, and a proactive, consultative approach to

Formación

• 2+ years in a sales onboarding, customer success, or related SaaS/fintech role.
• Exceptional written and verbal communication skills.
• Proven ability to hit sales targets in a metrics-driven environment.
• Experience with HubSpot and sales enablement tools.

Responsabilidades

• Serve as SME on the fintech partner’s expense management, card, and travel solutions.
• Guide new leads through onboarding and drive feature adoption.
• Educate leads on best practices to maximise value from the platform.
• Conduct scheduled calls and manage email communications with sales leads.
• Deliver training sessions to customer admins and decision-makers.
• Manage a sales pipeline in HubSpot CRM.
• Meet and exceed monthly ARR targets.
• Support integration setup with NetSuite, QuickBooks, or Xero.
• Collaborate with cross-functional teams for seamless deployment.
• Track key sales metrics and report conversions.
• Provide product feedback to internal teams.
• Execute warm outbound campaigns to generate opportunities.
• Convert inbound leads through consultative sales.
• Stay updated on industry trends and competitors.

Conocimientos

Sales onboarding

Customer success

SaaS experience

Fintech experience

Excellent communication

Remote collaboration

Herramientas

HubSpot CRM

Gong

NetSuite

QuickBooks

Xero

Descripción del empleo

About Us

Crescendo is the AI-native customer experience platform built to run a company’s entire CX operation in one connected system. We bring together customer support, workforce management, quality, and knowledge, with specialized AI agents doing the work and people guiding it.

Over the past year, AI-handled volume on our platform grew 600%. Brands like Grindr, Headspace, and Nothing Bundt Cakes trust Crescendo, and Newsweek recognized us as a 2026 AI Impact Awards winner.

Our mission is to deliver exceptional customer experiences that propel organizations, combining an AI-native CX platform with CX expertise to deepen trust and drive business impact. Join us and help shape what comes next.

The Role

As a Sales and Onboarding Specialist supporting our top fintech partner and brand in the APAC region, you are driven, collaborative, and customer-focused. You thrive in a fast-paced environment, helping guide new customers through their onboarding journey while also driving revenue growth by converting inbound leads and conducting warm outbound outreach. You own the full onboarding process from discovery to training and handoff, and you support sales efforts by identifying customer needs, communicating value propositions, and achieving weekly and monthly ARR and MRR targets. You have experience in SaaS, fintech, or B2B customer-facing roles, excellent communication skills in English, and a consultative, proactive approach. You manage multiple projects simultaneously with strong organizational skills and attention to detail, and you bring a high degree of empathy, adaptability, and professionalism. Above all, you are excited to deliver world-class service while driving growth in a dynamic, collaborative environment.

What You’ll Do:

• Serve as subject matter expert on our top fintech partner’s expense management, card, and travel solutions.

• Guide new leads through the onboarding process and help drive feature adoption.

• Educate leads and customers on best practices to maximize business value from the platform.

• Conduct scheduled calls and manage communications via email with assigned sales leads.

• Deliver training and Q&A sessions to customer admins and decision-makers.

• Manage and maintain a sales pipeline in HubSpot CRM.

• Identify customer needs and communicate tailored solutions clearly.

• Meet and exceed monthly ARR targets.

• Support integration setup with accounting platforms such as NetSuite, QuickBooks, or Xero.

• Collaborate closely with cross-functional teams to ensure seamless customer deployment.

• Track and report key metrics related to sales activities and conversions.

• Provide feedback on customer needs and product enhancements to internal teams.

• Execute warm outbound campaigns to generate new opportunities.

• Convert inbound leads into successful customers through consultative sales.

• Stay up-to-date on industry trends and competitor offerings.

• Maintain accurate records and notes in CRM and other tracking systems.

• Continuously improve sales and onboarding processes for efficiency and customer satisfaction.

• Handle multiple projects and prioritize effectively in a fast-paced environment.

• Demonstrate exceptional communication and interpersonal skills in every interaction.

• Ability to multitask, prioritize, and manage time effectively

• Appropriately follow policies, procedures, and escalation and transfer workflow to ensure an effortless experience

• You maintain essential program knowledge that is critical for our partner and their clients

• On occasion, you may work additional hours outside of your normal scheduled shift to accommodate program-related meetings, requests, inquiries, training, or other related matters

• You achieve and maintain the required program performance by meeting or surpassing key performance indicators and metrics as they are established and deployed on the program

• You perform project duties and tasks that are within your skill and expertise level as assigned by program management

What We Expect From You:

• 2+ years of experience in a sales onboarding, customer success, or related role in SaaS or fintech.

• Exceptional written and verbal communication skills

• Demonstrated ability to achieve sales targets and quotas in a metrics-driven environment.

• Proactive and resourceful mindset with a passion for delivering customer value.

• Strong technical aptitude and comfort learning and explaining software tools.

• Familiarity with CRM systems, particularly HubSpot, and sales enablement tools like Gong.

• Surface knowledge of accounting practices or experience working with accounting teams is preferred.

• Ability to conduct effective training sessions and customer presentations.

• Experience supporting or implementing integrations with systems like NetSuite, QuickBooks, or Xero is a plus.

• High degree of organizational skills with proven ability to handle multiple projects simultaneously.

• Strong analytical skills and data-driven approach to decision-making.

• Comfortable working across time zones in a remote environment.

• Experience collaborating with cross-functional teams, including product, support, and engineering.

• Empathetic, adaptable, and professional demeanor in all customer and internal interactions.

• Driven by curiosity, continuous improvement, and personal accountability.

• Experience working with fintech or expense management platforms.

• Prior success in a remote-first or distributed team environment.

• Familiarity with expense management industry trends and compliance standards.

What You’ll Get In Return:

• Hybrid workplace - depending on the partner, role, management, and/or personal workspace

• Competitive compensation based on experience

• Attractive benefits package including medical, dental, and vision options based on location

• Access to free posture-based fitness workouts from home

• Training opportunities provided by Crescendo and outside entities

• 1-on-1 coaching with feedback sessions, mentorship, and opportunities for cross-functional development