Remote SaaS Onboarding & Sales Specialist

FullFunnel; United States; Remote; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote work

Job summary

Expensify is hiring a Sales and Onboarding Specialist to own the full experience for new leads, from product walkthroughs to live deployment. This hybrid sales-onboarding role closes deals and ensures successful rollout, working with admins and finance decision-makers to drive adoption and value.

You’ll manage communications, craft training sessions, and maintain a precise pipeline in HubSpot. The role supports integrations with major accounting platforms and targets international time zones.

Qualifications

• 2+ years in a sales, onboarding, or hybrid sales-onboarding role.
• Exceptional written and verbal communication; you can explain a technical workflow to a CFO and a finance admin in the same call
• Strong technical aptitude with software — you pick up new tools quickly and enjoy getting into the details of how things are configured
• Experience with tools like HubSpot, Gong, and Google Drive
• A proactive, self-directed working style — you don't wait to be handed the next step
• Working knowledge of accounting practices is preferred but not required
• Autonomy with support. You'll own your pipeline and your customers, with a team behind you when you need it
• Real impact. You're not one voice among fifty — you're a core part of how new customers experience the company
• A category that's changing. Expense management and business travel are being rebuilt around automation and smarter spend controls, and you'll be part of that shift
• A team that cares. You'll work alongside people who are genuinely invested in the product and in each other

Responsibilities

• Be the product expert. Develop deep working knowledge of the Expensify platform — core expense management, the Expensify Card, and Expensify Travel — and translate that into clear, practical guidance for prospects.
• Own the onboarding journey. Guide new leads from first conversation through deployment: account configuration, policy setup, feature adoption, and best practices that fit how their finance team actually works.
• Run your own communications. Manage email and scheduled calls with your assigned leads, keeping momentum and answering questions before they become blockers.
• Lead training and Q&A sessions. Deliver live sessions for admins and decision-makers, tailored to their team size, workflows, and goals.
• Manage your pipeline. Own your book of business in HubSpot CRM — accurate stages, clean notes, reliable forecasting.
• Support integrations. Help customers connect and configure accounting integrations including NetSuite, QuickBooks, and Xero, and troubleshoot when setups need adjusting.
• Close new business. Convert qualified leads into live, successful customers and hit your targets consistently.

Skills

SaaS sales

Onboarding

HubSpot

Gong

Google Drive

Account management

FinTech knowledge

Tools

HubSpot

Gong

Google Drive

Job description

Expensify is hiring a Sales and Onboarding Specialist to own the full experience for new leads, from product walkthroughs to live deployment. This hybrid sales-onboarding role closes deals and ensures successful rollout, working with admins and finance decision-makers to drive adoption and value.

You’ll manage communications, craft training sessions, and maintain a precise pipeline in HubSpot. The role supports integrations with major accounting platforms and targets international time zones.