Sales & Onboarding Specialist

Knack Inc.; United States; Remote; USD 50,000 - 85,000; Full time

Job summary

A leading tech company is seeking a Sales & Onboarding Specialist to enhance customer experience and ensure trial success for small and mid-sized businesses. In this role, you will guide users through their trials, provide tailored solutions, and support customer conversion efforts. Join a vibrant team dedicated to customer-centric values alongside exciting benefits including remote work flexibility, learning opportunities, and healthcare support.

Benefits

Paid Corporate Retreats

HealthCare

Dental and Vision Insurance

Learning Credits

Referral Bonus

Workstation Allowance

Qualifications

• 2-4 years of experience in SMB sales, customer onboarding, or customer success.
• Proven track record of meeting or exceeding sales targets.
• Exceptional communication and interpersonal skills.

Responsibilities

• Serve as the primary point of contact for prospective customers during their trial.
• Conduct discovery calls to understand prospects’ needs and map them to Knack’s features.
• Provide hands-on support via live chat, email, and 1:1 sessions.

Skills

Customer-centric

Engaging

Tech-savvy

Tools

Salesforce

HubSpot

Intercom

Zoom

Job description

Sales & Onboarding Specialist

Department: Customer Experience

Employment Type: Full Time

Location: US - Remote

Description

Knack is a no-code platform used by thousands of customers — from non-profits to the world’s biggest companies — to easily build custom apps, workflows, and databases. Our no-code software building platform helps small/mid-sized businesses, schools, and community leaders turn their vision into reality without needing technical skills.

We’re seeking an energetic and curious Sales & Onboarding Specialist to join our team, focused on helping small and mid-sized businesses get the most out of their trial experience with Knack. In this role, you'll serve as a trusted guide for prospective customers—engaging with them during their trial, understanding their goals and challenges, and helping them determine whether Knack is the right fit. You’ll answer product questions, provide setup guidance, and help unblock users when they get stuck. Through thoughtful discovery and personalized support, you’ll recommend the right solution and pricing plan to ensure a smooth path to conversion. This role plays a crucial role in our customers’ success journey and therefore, a crucial role in our company’s success.

What You’ll Do:

Trial Engagement & Onboarding

• Serve as the primary point of contact for prospective customers during their trial.
• Guide new users through getting started: adding data, building pages, setting up workflows, and exploring features.
• Answer questions about how the product works, how to solve specific use cases, and how to overcome obstacles during the trial.
• Proactively monitor trial activity and reach out to users showing intent or signs of getting stuck to accelerate time-to-value.
• Provide hands-on support via live chat, email, and 1:1 sessions to help users build with confidence and momentum.

Discovery & Consultative Sales

• Conduct discovery calls to deeply understand a prospect’s business needs, pain points, and success criteria.
• Map their needs to Knack’s features and capabilities, showing how we can solve their use case.
• Recommend the right pricing tier and plan structure based on the use case and projected usage.
• Collaborate with the sales and marketing team to follow up with qualified leads and accelerate conversions.

Cross-Functional Collaboration

• Share insights from trial users with Product and Customer Experience teams to improve the onboarding journey and identify feature opportunities.
• Help refine onboarding materials and self-serve content to better address common questions and use case needs.

We’re Looking for Someone Who Is:

• Customer-centric: This role embodies our company value of “Deliver Customer Trust & Value”. You have a strong focus on delivering a best-in-class customer experience.
• Experienced with Selling Products: 2-4 years of experience in SMB sales, customer onboarding, customer success, or a related role.
• Driven: Proven track record of meeting or exceeding sales targets.
• Engaging: Exceptional communication and interpersonal skills.
• Tech-savvy: Strong technical aptitude with the ability to learn and explain complex products.
• Strong tech-stack: Experience with CRM software (e.g., Salesforce, HubSpot) and onboarding tools.

• Experience in SaaS, no-code/low-code platforms, or software training is preferred.
• Familiarity with onboarding workflows and tools like Intercom, Zoom or similar.
  
  

What's it like to work at Knack?

The biggest benefit of Knack is getting to work alongside our awesome team of Knacksters. We're a funny, humble, talented team of delightful human beings that, above all, enjoy working with each other, growing with each other, and supporting each other.

These benefits are just the icing on the cake:

• Paid Corporate Retreats: we get together at amazing locations to do normal human being things in person. We pay for your flight, lodging, and meals.
• HealthCare (US & Spain), Dental (US), and Vision (US): we offer insurance options for you and your loved ones
• Equal opportunity and Diversity: we push everyone to maximize their impact on our product and company--we strongly value all of our people, regardless of title or seniority. We believe that different perspectives and backgrounds are what makes a company flourish. That's why we're proud to be an inclusive company with values grounded in equality and ethics, where we embrace diversity.
• Tech: we provide a top-of-the-line MacBook.
• Learning Credits: An annual allowance is provided to stay on top of your game with classes, books, and conferences.
• Referral Bonus: we think you're great which means you know awesome people! We offer a referral bonus to anyone you refer for an open position once they are hired as an official Knackster!
• Workstation Allowance: we want your work from home space to have everything you need! We offer a workstation allowance to help with that!