Sales And Onboarding Specialist

Instant Teams; Southern Pines (NC); Remote; USD 57,000 - 67,000; Full time

Job summary

Instant Teams is looking for enthusiastic Sales Guides to join their team. This mid-senior level role focuses on educating clients about a suite of expense management and travel solutions, ensuring a seamless onboarding experience. The ideal candidate is proactive and skilled in B2B sales, thrives in a technology-driven environment, and has a strong desire to connect with clients to help them achieve their business goals. Join us for a rewarding journey with excellent benefits and a collaborative culture.

Benefits

Employee Assistance Program

Personal and professional development programming

Health, Dental, and Vision Insurance enrollment

401k

PTO accrual begins upon hire

Qualifications

• 2+ years in B2B sales, preferably in SaaS or tech sales.
• Skilled communicator in written and verbal formats.
• Ability to learn quickly in a fast-paced environment.

Responsibilities

• Educate new leads on the product and ensure successful onboarding.
• Manage customer communications through email and Zoom calls.
• Conduct training sessions and Q&As with customers.

Skills

B2B sales

Communication

Technical aptitude

Problem-solving

Tools

CRM (Hubspot)

Zoom

Job description

1 day ago Be among the first 25 applicants

Overview:

Instant Teams is hiring a team of Guides to join our sales team. Being a member of the sales and onboarding team, you will be the frontline expert helping leads learn the benefits of a suite of products. You will educate new leads on how to navigate our platform, achieve their business goals, and derive maximum value from our expense management and travel solutions. You will blend 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, supporting the deployment of the product across businesses, and ensuring the company is set up for success. You will be a good fit for this role if you are a proactive, sales-minded professional who thrives in a fast-paced, technology-driven environment.

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

Training Schedule:

• 5 weeks in your assigned shift time
• Encouraged to expense lunch up to $20/day during training
  
  

Post-Training Schedule:

• Availability between the hours of 2am - 4pm EST
• 3 positions open
• 4am - 12pm EST (2)
• 2pm - 10pm EST (1)
• 12-hour availability, true flexibility in the salary life, 8 hours of consecutive calls
  

Day in the Life:

• Manage account configurations for prospective customers, ensuring customers roll out product features correctly
• Own a book of business of new leads, being the main point of contact for leads through the sales and onboarding process
• Serves as a subject matter expert on all products and delivers confident instructions that educate and enable new users, illustrating the benefits of certain features, effectively communicating value to customers, and instilling confidence and belief in their account configuration
• Handle communications with assigned sales leads through email and scheduled calls (Zoom)
• Bring your own personality to develop rapport and meaningful relationships with businesses, building connections and gaining trust
• Collect product feedback from businesses and share it with the relevant teams
• Be proactive in self-education when product updates are released
• Manage the customer's 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, initiative, and coordinate internally to ensure support is always covered
• Understand the product, its value, and keep up to date with evolving features/company changes
• Conduct training sessions and Q&As with admins and decision makers
• Help set the standard for best practices by selling new products and features successfully, providing the foundation for team-wide scaling
  
  

Must-Haves:

• 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
• You thrive in an environment with minimal supervision and can stay on task and find ways to fill your extra time constructively without a direct manager
• Team player mentality with a passion for helping businesses grow
• Have the inclination to be hands-on in all aspects of the role
• Strong technical aptitude in software
  
  

Preferred:

• 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
  
  

Benefits:

• Personal and professional development programming by department discretion
• Employee Assistance Program
• PerkSpot
• BetterHelp
• PTO accrual begins upon hire
• 401k
• Health, Dental, and Vision Insurance enrollment
• Short Term Disability
• Long Term Disability
• Life Insurance
  
  

Due to specific position requirements, we cannot hire from the following locations for this opportunity: Europe, California, Iowa, Illinois, Massachusetts, Montana, New York, Washington, D.C., Washington, and Rhode Island.

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Notes

Other Duties

This is not necessarily a complete list of responsibilities, skills, duties, or requirements associated with the job. While this list is intended to be an accurate reflection of the current job, the Company reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change, (i.e., emergencies, changes in personnel, workload, rush jobs, or technological developments.)

EEO and Harassment Statement

Instant Teams provides equal employment opportunities (EEO) to all applicants, contractors, and employees without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. This policy applies to all terms and conditions of work, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Instant Teams expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Instant Teams’ contractors and employees to perform their job duties may result in discipline up to and including discharge.

About Us

As a customer experience (CX) marketplace, Instant Teams partners with nation's top brands and companies through a suite of talent solutions that range from building out remote support teams to identifying a direct hire - all by sourcing from their remarkable and diverse talent community. As a mission-centric company, they have a proven track record of generating thousands of remote job opportunities and have significantly improved the financial well-being of military families, generating over $40 million in economic impact.

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aoIlCS4lUo

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Internet Publishing

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