Note: The job is a remote job and is open to candidates in USA. Fieldguide builds software that automates and streamlines work for advisory, audit, and tax practitioners at major CPA firms. The Sales Onboarding Manager will own the end-to-end onboarding experience for new sellers, developing a scalable, measurable, AI-driven program with structured learning paths, content, certifications, and ramp milestones.
Responsibilities
- Own Onboarding End-to-End: Build 30/60/90 benchmarks with each Sales leader. Own the full onboarding program for Sales from strategy, design, logistics, delivery, and iteration. You will work collaboratively with leadership while keeping the program itself squarely in your hands
- Build the System and continue iterating on content: Stand up onboarding that is scalable with live/virtual training as needed, including role-specific learning paths, knowledge checks, pass/fail certification standards, and clear ramp milestones tied to business outcomes
- Develop Multi-Modal Content: Create and maintain onboarding content across modalities — live or virtual training, self-serve e-learning, role-plays, check lists, job aids, and playbooks choosing the right mix for each learning objective
- Operationalize Methodology: Translate Fieldguide's sales methodology and value framework into structured onboarding modules, reinforcement activities, and practical application exercises so new hires can run effective discovery and articulate value from day one
- Certify Readiness: Design and administer certification programs that validate rep readiness before they're deployed in front of customers and prospects
Skills
- 4+ years in Sales Enablement, Sales Training, or a closely related field within B2B SaaS or enterprise technology
- Hands-on experience building programs inside a modern LMS/enablement platform — you know how to actually build the system, not just deliver the content
- Demonstrated success designing and scaling onboarding programs, ideally spanning Sales and/or Customer Success
- Experience with competency mapping and role-based learning design — you know how to define what "good" looks like for a rep, build against it, and assess for it
- Background enabling teams on complex sales cycles or complex customer relationships (enterprise, technical buyers, multi-stakeholder deals)
- Proven facilitation skills with the presence and energy to lead sessions in front of a growing audience
- Data-driven approach: you set success metrics, monitor them, and let the numbers drive your next move
- Excellent project management skills, able to manage multiple programs simultaneously with clear timelines and transparent stakeholder communication
- Self-starter mentality and able to work autonomously
- Flexibility to adapt to changing priorities in a fast-paced, evolving startup environment
- United States
- Audit, advisory, or professional services experience is a plus
- Experience using Workramp or Guru
- Experience using AI tools in aspects of onboarding
Benefits
- Remote work arrangement
Company Overview