Remote Small-Business Onboarding & Adoption Specialist

Apply; Cape Town; Hybrid; ZAR 360,000 - 540,000; Full time

Job summary

Apply seeks a customer onboarding and sales professional to own the early customer journey for small businesses. You will lead product demos, discovery sessions, and onboarding activities to ensure smooth setup, adoption, and satisfaction.

You will use Salesforce or HubSpot to track interactions, guide customers through essential workflows, and identify opportunities to expand usage with connected apps during the first 90 days.

Qualifications

• Experience in customer onboarding, sales conversion, or account management within a target-driven environment.
• Ability to simplify complex concepts and communicate clearly with small business owners.
• Curiosity about small business workflows and basic accounting processes like invoicing or reconciliations.
• Familiarity with CRM software to manage daily activity and track customer progress.

Responsibilities

• Deliver tailored product demonstrations and discovery sessions using tools like Google Meet, phone, and webinar platforms.
• Guide new subscribers through essential setup milestones (e.g., invoicing, bank feeds, bills, reconciliations).
• Utilize CRM systems such as Salesforce or HubSpot to track interactions, manage pipelines, and document feedback.
• Identify opportunities for customers to benefit from connected ecosystem apps and facilitate warm handoffs when needed.

Skills

Onboarding experience

Sales conversion

Account management

CRM proficiency

Cross-functional teamwork

Attention to detail

Tools

Salesforce

HubSpot

Job description

Apply seeks a customer onboarding and sales professional to own the early customer journey for small businesses. You will lead product demos, discovery sessions, and onboarding activities to ensure smooth setup, adoption, and satisfaction.

You will use Salesforce or HubSpot to track interactions, guide customers through essential workflows, and identify opportunities to expand usage with connected apps during the first 90 days.