Instant Teams

Onboarding Specialist

• 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.

Sales and Onboarding Specialist – Guides

Operations

• Provide operations support to the team and mission
• Project coordination, team operations, meeting administration, event logistics support, special projects, and light CRM support
• Coordinate and track departmental projects, timelines, and deliverables
• Maintain shared calendars and manage scheduling for internal syncs
• Support cross-functional coordination between Recruitment, Talent, Partnerships, and Programs
• Maintain documentation, SOPs, and shared team resources
• Track weekly OKR progress and support reporting
• Prepare agendas for weekly and monthly team meetings
• Take notes, track decisions, and capture action items
• Ensure follow-up tasks are assigned and completed
• Coordinate logistics for recruitment and cross-team events
• Enter event attendance, contact information, and follow-up notes into the CRM
• Support the creation of basic weekly or monthly reports
• Assist with the creation of internal materials, slides, templates, and comms

Operations Coordinator

Sales Development Rep

• Consult with prospective customers (primarily financial advisors) by phone and email.
• Identify, qualify, and generate a steady pipeline of qualified leads.
• Make 200+ outbound calls daily to achieve lead qualification.
• Use calls, emails, and marketing tools to categorize leads.
• Consistently generate qualified leads per week, exceeding quotas.
• Collaborate with team to develop and implement strategic prospecting initiatives.
• Manage and nurture new prospect relationships using Salesforce CRM.
• Utilize various outbound communication methods for prospect engagement.

Sales Development Representative

• Manage complex, recurring, and cross-functional meetings while proactively resolving conflicts
• Schedule internal and external meetings for up to 4 Director-level executives
• Unblock calendar conflicts by understanding and applying executive priorities
• Share executive availability with other administrative partners to facilitate large, high-level meetings
• Maintain 1:1 trackers to ensure recurring meetings are happening at the desired frequency
• Coordinate business flights, hotels, and ground transportation in line with executive preferences and corporate policy
• Manage business travel logistics, including flights, hotels, and ground transportation, through Concur
• Track receipts throughout the month and submit accurate expense reports through Concur
• Partner with Program Managers to distribute pre-reads and confirm presenter readiness for upcoming reviews

Sales and Onboarding Specialist – Guides

Operations Coordinator

Sales Development Representative

Scheduling and Operations Coordinator