JOB DESCRIPTION
ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner
companies to source qualified talent for their open roles. The following
position is available to Veterans, Transitioning Military, National Guard and
Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If
you have the required skill set, education requirements, and experience, please
click the submit button and follow the next steps.
This is a remote role, but the following locations are excluded:
California, Colorado, Illinois, Rhode Island, Montana, North Dakota, Washington,
D.C., and Washington
This role is open to military spouse candidates located OCONUS in the following
locations only: Germany, Italy, and Spain (EU); Japan, Korea, and Guam; and
England (UK); Hawaii, Alaska, and Guam (US).
Required: 1+ years of experience in a quota-driven, client-facing sales
environment (e.g., direct sales, automotive sales, field marketing, or
high-volume retail environments), plus all other noted qualifications.
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.
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
Serve as a subject matter expert on all products and deliver confident
instructions that educate and enable new users, illustrate the benefits of
certain features, communicate value effectively, and instill confidence in their
account configuration.
Handle communications with assigned sales leads through email and scheduled
calls (Zoom).
Bring your personality to build rapport and meaningful relationships with
businesses, building connections and earning 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.
#LI-Remote
ADDITIONAL QUALIFICATIONS/RESPONSIBILITIES
Must-Haves
1+ years of experience in a quota-driven, client-facing sales environment
(e.g., direct sales, automotive sales, field marketing, or high-volume retail
environments).
Preferred: B2B/B2C, FinTech, SaaS
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
Equipment is not provided. Candidates are required to have their own laptop
or desktop. Noise-cancelling headphones and a second monitor are recommended
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
Position Details
Salary: $57,000/annually + uncapped commission (paid monthly)
Full OTE ranges from $90,000 - $100,000+/annually
Start Date: ASAP
Schedule:
Training: 7 am- 6 pm CST | Monday - Friday
5 weeks in your assigned shift time
Encouraged to expense lunch up to $20/day during training
Post-Training:
7 am- 6 pm CST | Monday - Friday
8 am- 7 pm EST | Monday - Friday
3 am- 3 pm EST | Monday - Friday
What's in it for you?
100% remote
Health | Dental | Vision Insurance enrollment
Short-Term Disability | Long-Term Disability
Life Insurance
PTO
Yuna Health
EAP
401k
Perkspot
Compliance & Eligibility
Background & Screenings: Successful candidates must complete and pass a
background check prior to their start date.
Verification: In compliance with federal law, all persons hired will be
required to verify identity and eligibility to work in the United States and to
complete the required employment eligibility verification form upon hire.
Work Environment: Because this is a remote work role, you must have:
A quiet, distraction-free work environment
Reliable, high-speed internet (Min. 20 Mbps upload/download)
A dedicated and private workspace that enables you to work independently
and without interruptions.