SaaS Onboarding & Sales Specialist

FullFunnel; United States; On-site; USD 60,000 - 90,000; Full time

Job summary

Expensify is hiring a Sales and Onboarding Specialist to own the end-to-end experience for new leads, from initial conversations to deployment and live usage. You will be the product expert, guiding admins and finance teams through configuration, adoption, and best practices that fit their processes.

You will manage communications, run live training, and own your pipeline in HubSpot. This role emphasizes autonomy with a supportive team and opportunities to impact how customers achieve success

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.
• Comfort managing a pipeline and working to targets.
• 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.
• Autonomy with support.
• Real impact as a core part of how new customers experience the company.

Responsibilities

• Be the product expert and translate platform knowledge into guidance for prospects.
• Own the onboarding journey from first conversation through deployment.
• Run your own communications: emails and scheduled calls with assigned leads.
• Lead live training and Q&A sessions for admins and decision-makers.
• Manage your pipeline in HubSpot CRM with accurate stages and notes.
• Support integrations with common accounting tools and troubleshoot setups.
• Close new business by converting qualified leads into live customers.

Skills

Communication

SaaS experience

FinTech experience

Sales

Account onboarding

Autonomy

Proactive

Tools

HubSpot

Gong

Google Drive

Job description

Expensify is hiring a Sales and Onboarding Specialist to own the end-to-end experience for new leads, from initial conversations to deployment and live usage. You will be the product expert, guiding admins and finance teams through configuration, adoption, and best practices that fit their processes.

You will manage communications, run live training, and own your pipeline in HubSpot. This role emphasizes autonomy with a supportive team and opportunities to impact how customers achieve success